Doyenne Wealth Advisors Selects Canoe Intelligence to Power Its Alternative Investment Documents and Data Processes
NEW YORK, AUGUST 17, 2022 – Canoe Intelligence (“Canoe”), a financial technology company powering alternative investment intelligence, today announced a new client engagement with Doyenne Wealth Advisors (“Doyenne”), a financial advisory firm. Doyenne is implementing Canoe’s technology to automate and scale its alternative investment processes associated with document collection, data extraction and data delivery.
“At Doyenne, we are committed to providing comprehensive, best-in-class insights and advice when it comes to our clients’ complete financial picture. By working with Canoe Intelligence, we are enhancing our ability to guide clients on this journey with greater focus,” said Anne Petty, CFP®, Managing Director & Co-Founder at Doyenne Wealth Advisors. “Canoe’s technology enables our team to automate and better manage the complex operational aspects of alternatives documents and data management.”
“We’re thrilled to partner with innovative wealth managers like Doyenne Wealth Advisors to streamline vital alternatives document and data workflows,” said Mike Purcell, Director of Sales and Business Development at Canoe Intelligence. “At Canoe, we are proud that our technology has helped so many firms scale their operational processes, serve their clients more effectively, and achieve sustainable growth.”
ABOUT CANOE INTELLIGENCE
Canoe Intelligence redefines alternative investment data processes for hundreds of leading institutional investors, capital allocators, asset servicing firms and wealth managers. By combining industry expertise with the most sophisticated data capture technologies, Canoe’s technology automates the highly-frustrating, time-consuming, and costly manual workflows related to alternative investment document and data management, extraction and delivery. With Canoe, clients can refocus capital and human resources on business performance and growth, increase efficiency, and gain deeper access to their data. Canoe’s AI-driven platform was developed in 2013 for Portage Partners LLC, a private investment firm. Learn more: www.canoeintelligence.com
ABOUT DOYENNE WEALTH ADVISORS
Doyenne Wealth Advisors combines financial intelligence with emotional intelligence, meaningful collaboration, and technology to change the way of wealth and help its clients and their families experience life fully. Doyenne’s holistic financial advisors build long-standing relationships with clients by fostering a modern culture and a compassionate approach to partnership.
Betsy Miller Daitch