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.
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
Canoe Thought Starters is a blog series that explores timely topics for single-family offices, multi-family offices, registered investment advisors, and […]
In this Canoe Employee Spotlight, we talk with Client Success Principal, Kelsey Gibson, about Canoe’s evolution and approach to managing rapid growth.
In this Canoe Employee Spotlight, we talk with Director of Product Management, Andrei Alcruz, about how he translates enterprise client challenges into product solutions.
Canoe demonstrates how alternative investors can leverage Application Programming Interfaces (APIs) to drive increased operational efficiency.
Provenio Capital shares how the Canoe x Addepar API has helped the firm automate traditionally manual workflows and support business growth.
In this Canoe Employee Spotlight, we talk with VP of Sales, EMEA, Toby Bailey, about data management trends in EMEA.
In this Canoe Employee Spotlight, we talk with Director of DevOps, Lukas Lozovski, about Canoe’s Infrastructure as Code initiative.
