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
In this Canoe Employee Spotlight, we talk with Director of DevOps, Lukas Lozovski, about Canoe’s Infrastructure as Code initiative.
In all aspects of life, small changes can yield significant results. In the complex alternative investment industry, this rings even […]
Canoe Intelligence talked with Mark Shoberg, Co-CIO & Managing Partner at Capital Creek Partners about his experience managing alternatives documents […]
As more alternative investors are adopting Canoe to drive operational scale and business growth, clients expect more out-of-the-box integrations between […]
Canoe Intelligence talked with Eric Levin, Chief Technology Officer at GCM Grosvenor about his experience managing alternatives documents and data, […]
For many alternative investors, every quarter-end kicks off a frenzy of highly manual document and data workflows. The end game […]
In this Canoe Employee Spotlight, we talk with Director of Partnerships & Integrations Kim Raymonde about the Canoe Partner Program and more.
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 […]
