Resources

K1x is the leading data distribution platform for alternative investments. The fintech company’s AI-powered SaaS solution digitizes and distributes data—seamlessly…

iPaladin is a secure cloud-based digital operating system that unifies and streamlines the complex operations of modern single and multi-family…

Conway enables financial advisors to be able to invest their clients into alternatives. They have an investible alternatives platform, creating…

SS&C Black Diamond® Wealth Platform is an award-winning, cloud-native solution designed to meet the complex business needs of wealth management…

Advyzon provides comprehensive, intuitive, cloud-based wealth management technology and investment management services for independent financial advisors and registered investment advisors…

Apliqo LP Portfolio Management (LP PM) offers an intuitive and dynamic analytics platform for private market investors and is used…

Canoe for Wealth Managers Brochure

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