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
Having a strong infrastructure in place to protect sensitive data should be a critical consideration for all firms, but for […]
On a regular basis, we talk with our team members about their experience working at Canoe, and their future goals […]
Mike Muniz, Partner and Chief Revenue Officer at Canoe Intelligence, recently participated in an innovation panel at InvestOps USA 2023. […]
SUMMARY In February 2023, Bob Ohanesian, Investment Operations Manager, from the University of Southern California (USC) Investment Office, participated in […]
Download The Full Case Study > ABOUT THE UNIVERSITY OF SOUTHERN CALIFORNIA INVESTMENT OFFICE The University of Southern California Investment […]
Last Friday, March 10th, was one of the busiest days of the year for many of us in the financial […]
Every spring, K-1s reappear as a major topic of discussion and significant operational burden in preparing for the upcoming tax […]
Canoe Thought Starters is a blog series that explores timely topics for single-family offices, multi-family offices, registered investment advisors, and […]
