Canoe Intelligence talked with Brad Martin, Chief Financial Officer at Legacy Knight : Multi-Family Office about his experience managing…
This June, Canoe Intelligence clients from leading independent wealth management firms across the country participated in the company’s bi-annual…
Recently, Canoe hosted a virtual event with The Exchange Network (TEN) featuring panelists from Pilot House, Plante Moran Financial…
Generic Tools = Few Gains: Why Alternatives Investors Need Purpose-Built Technology In this 15-minute session, Canoe’s CEO, Seth Brotman,…
This article is part four of a five-part series covering each aspect of the Canoe Optimized Workflow. The Canoe…
Calculate and Gauge Your ROI The operational costs of managing your employees and processes can be high. In alternative…
