Legacy Knight Selects Canoe Intelligence to Automate Alternative Investment Data Workflows
NEW YORK, April 1, 2021 – Canoe Intelligence (“Canoe”), a financial technology company focused on reimagining data management processes for alternative investors and allocators, today announced a new client engagement with Legacy Knight Multi-Family Office (“Legacy Knight”).
Based in Dallas, Texas, Legacy Knight is an independent, family- and partner-owned Multi-Family Office providing exclusive investment access and tailored advisory services to ultra-high-net-worth individuals and family offices. In partnering with Canoe, Legacy Knight will automate their most manual workflows around document and data management and ready their technology processes for future growth.
“Having a strong technology backbone is integral to our innovative approach and our ability to provide families with enhanced portfolio management, risk analytics, liquidity management, and cash flow analysis,” said Brad Martin, CFO at Legacy Knight. “Implementing Canoe’s technology to streamline our alternative investment workflows at Legacy Knight will empower our team to further scale these processes and support our continued growth.”
“Our aim is to help firms like Legacy Knight reimagine their alternative investment data processes,” said Mike Muniz, Partner and Chief Revenue Officer at Canoe Intelligence. “We’re pleased to deliver technology that enables firms like Legacy Knight to serve their clients most efficiently.”
About Canoe Intelligence
Canoe Intelligence reimagines 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 Legacy Knight
Legacy Knight is an independent, family and partner-owned Multi-Family Office providing exclusive investment access and tailored advisory services to ultra-high-net-worth families and family offices.
We foster a vibrant ecosystem among our partner families, team, and advisory board to generate best-in-class investment themes and empower our partner families to attain their desired financial legacy.