Learn how Canoe and Venn transforming operational workflows and enhancing data management capabilities for Prime Buchholz and its internal platform, PrimePlus.
Learn how Lake Street Advisors centralized its alternatives data and document management with Canoe and Addepar.
Align Impact, anticipating significant client growth, desired a technology solution to bring scale and structure to its complex alternative investment workflows.
Learn how Canoe helped AdvicePeriod scale its manual workflows by providing a technology solution to streamline and automate these repetitive tasks.