Canoe Intelligence Named Finalist in WealthManagement.com 2019 Industry Awards
NEW YORK, June 6, 2019 – Canoe Intelligence (“Canoe”), a first-of-its-kind technology that eliminates manual data entry for alternative asset investors, today announced that it has been selected as a finalist in the WealthManagement.com 2019 Industry Awards for Document Management.
Now in its fifth year, the WealthManagement.com Industry Awards celebrate the companies, individuals, and organizations that demonstrate outstanding achievement in support of financial advisor success.
“Our mission is to empower any firm allocating to or administering alternative investments to eliminate manual data entry and streamline their overall operational processes,” said Canoe CEO, Seth Brotman, CFA. “This recognition from WealthManagement.com is proof that our team is delivering on that mission.”
Some advisors spend hundreds of hours each month compiling reporting documents, extracting relevant data points, validating the information, and ultimately preparing reports for clients. Canoe Intelligence reduces this time by 80%, allowing advisors to eliminate the manual data entry component associated with alternative investment reporting, and gain significantly more valuable time to service clients and focus on growth initiatives.
This year, WealthManagement.com received more than 650 award nominations from 262 companies. Awards will be announced on September 12, 2019, at the Ziegfeld Ballroom in New York City.
Today’s news follows Canoe’s recent announcements of client wins, collaborations, and growth.
About Canoe Intelligence
Canoe’s technology allows institutions, LPs, and family offices to automate data extraction, data management, and other operational processes and refocus capital and human resources on business performance and growth. Canoe’s AI-driven platform was developed in 2013 for a billion-dollar, multi-family office and today is relied upon by hundreds of institutional investors, advisors, and family offices. Learn more: www.canoeintelligence.com