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
Learn how Lake Street Advisors centralized its alternatives data and document management with Canoe and Addepar.
Canoe Intelligence talked with Tim Decilveo, Co-Founder, Chief Investment Officer, and Head of Technology at XO Capital LLC (“XO”) about […]
On a regular basis, we talk with our team members about their experience working at Canoe, and their future goals […]
Canoe Intelligence talked with Theresa Arroyo, Senior Manager of Financial Operations at Wetherby Asset Management about her experience managing alternatives […]
Canoe Intelligence talked with Karen Sands, Chief Operating Officer at Hermes GPE about her experience managing alternatives documents and data, […]
At Canoe, we are committed to helping investors in alternative and private markets achieve greater operational efficiency by revolutionizing document […]
Canoe Intelligence talked with Brad Martin, Chief Financial Officer at Legacy Knight : Multi-Family Office about his experience managing alternatives […]
When It Comes to Alternative Investment Operations, Machine Learning Is More Than Just A Buzzword Ask any technology enthusiast what […]
