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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

Case Study: Lake Street Advisors

Learn how Lake Street Advisors centralized its alternatives data and document management with Canoe and Addepar.

Insights

Client Spotlight: XO Capital

Canoe Intelligence talked with Tim Decilveo, Co-Founder, Chief Investment Officer, and Head of Technology at XO Capital LLC (“XO”) about […]

Insights

Employee Spotlight: Adharsh Venkatesh, Client Success Manager

On a regular basis, we talk with our team members about their experience working at Canoe, and their future goals […]

Insights

Client Spotlight: Wetherby Asset Management

Canoe Intelligence talked with Theresa Arroyo, Senior Manager of Financial Operations at Wetherby Asset Management about her experience managing alternatives […]

Insights

Client Spotlight: Hermes GPE

Canoe Intelligence talked with Karen Sands, Chief Operating Officer at Hermes GPE about her experience managing alternatives documents and data, […]

Insights

Employee Spotlight: Maura Coyle, Talent Lead

On a regular basis, we talk with our team members about their experience working at Canoe, and their future goals […]

Insights

From Fragmentation to Automation: Streamlining Document Retrieval for Alternatives with Canoe Connect

At Canoe, we are committed to helping investors in alternative and private markets achieve greater operational efficiency by revolutionizing document […]

Insights

Client Spotlight: Legacy Knight : Multi-Family Office

Canoe Intelligence talked with Brad Martin, Chief Financial Officer at Legacy Knight : Multi-Family Office about his experience managing alternatives […]

Insights

Machine Learning for Alternative Investment Operations

When It Comes to Alternative Investment Operations, Machine Learning Is More Than Just A Buzzword Ask any technology enthusiast what […]

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