The new Activity Summary Email from Canoe Intelligence gives a detailed summary of upcoming transactions, keeping our users up to speed by delivering a regularly scheduled email digest.
This June, Canoe Intelligence clients from leading independent wealth management firms across the country participated in the company’s bi-annual…
2020 Year In Review With client and partner feedback and support, our team has made great progress in continuing…
A Note from the CEO Since our last product update, we’ve continued to make great strides in improving system…
At the beginning of April 2020, we released Multi-Allocation Extraction for all users. Now, Canoe users can extract relevant…
This article is part two of a five-part series covering each aspect of the Canoe Optimized Workflow. The Canoe…
