Resources

Versoft is a leading consulting firm and prominent builder of custom solutions and integrations for the investment management industry. The…

Prime Buchholz specializes in creating customized portfolios for a diverse institutional client base, including educational institutions, public and private foundations,…

Alpha Alternatives (formerly Lionpoint Group) is a leading global consulting firm delivering operations transformation and technology enablement solutions to the…

InfoGrate, Inc. is a boutique consulting firm that provides a retained/outsourced CTO and Development Team for Single and Multi-Family Offices.…

Holland Mountain works exclusively with Private Capital managers, supporting them on their journey to ‘Data as an Asset’. Managers looking…

Ellevate is a team of industry experts with a combined 80 years of experience in the wealth technology and management…

Canoe for Wealth Managers Brochure

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