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Research Report: The Role of Technology in Managing Alternative Investments

WealthManagement.com and Informa Engage surveyed 400+ financial advisors on behalf of Canoe Intelligence to better understand how advisors are using technology to manage alternative investment reporting.

2022 Checklist: Alternative Investment Reporting Process

Learn how to evaluate your family office's alternative asset reporting process. Access our reporting process checklist to identify the key questions to ask internally to prepare for your future reporting needs

Insights

Achieving Operational Excellence During Times of Uncertainty

Canoe Thought Starters is a blog series that explores timely topics for single-family offices, multi-family offices, registered investment advisors, and […]

Insights

How Much of Your Operations Should You Actually Automate?

Canoe Thought Starters is a blog series that explores timely topics for single-family offices, multi-family offices, registered investment advisors, and […]

Insights

Employee Spotlight: Kelsey Gibson, Principal, Client Success

In this Canoe Employee Spotlight, we talk with Client Success Principal, Kelsey Gibson, about Canoe’s evolution and approach to managing rapid growth.

Automation and its Impact on Employee Retention
Insights

Canoe Thought Starters: How much can automation factor into employee retention at wealth management firms?

Canoe Thought Starters is a blog series that explores timely topics for single-family offices, multi-family offices, registered investment advisors, and […]

Insights

Employee Spotlight: Andrei Alcruz, Director, Product Management

In this Canoe Employee Spotlight, we talk with Director of Product Management, Andrei Alcruz, about how he translates enterprise client challenges into product solutions.

Insights

What are APIs, and Why Should Alternative Investors Use Them?

Canoe demonstrates how alternative investors can leverage Application Programming Interfaces (APIs) to drive increased operational efficiency.

Canoe Client Spotlight - Provenio Capital
Insights

Client Spotlight: Provenio Capital

Provenio Capital shares how the Canoe x Addepar API has helped the firm automate traditionally manual workflows and support business growth.

Insights

Employee Spotlight: Toby Bailey, VP of Sales, EMEA

In this Canoe Employee Spotlight, we talk with VP of Sales, EMEA, Toby Bailey, about data management trends in EMEA.

Insights

Employee Spotlight: Lukas Lozovski, Director of DevOps

In this Canoe Employee Spotlight, we talk with Director of DevOps, Lukas Lozovski, about Canoe’s Infrastructure as Code initiative.

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Recent Posts

  • Canoe Shortlisted for Two 2023 HFM European Services Awards
  • Achieving Operational Excellence During Times of Uncertainty
  • How Much of Your Operations Should You Actually Automate?
  • SimCorp Partners with Canoe to Power Alternative Investment Data Management for Mutual Clients
  • Employee Spotlight: Kelsey Gibson, Principal, Client Success

Learn why the world’s most sophisticated investors use Canoe to unlock more value from their data.

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