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- Category: In The News
- Category: Insights
- 8 Critical Considerations for Prioritizing Data Security in a Vendor Evaluation
- Employee Spotlight: James Furney, Commercial Operations Manager
- Building a Connected Investment Operations Ecosystem: Takeaways from InvestOps USA 2023
- Canoe Client Success Stories: USC Investment Office
- Case Study: The University of Southern California Investment Office
- Canoe in Action: Assessing Bank Exposure Through the Silicon Valley Bank Crisis
- Employee Spotlight: Aman Kumar Soni, Vice President of Data Strategy
- Transforming the Future of K-1 Season: From a Constant Operational Burden to an Automated Process
- Navigating the Democratization of Alternatives
- Employee Spotlight: John Lochbaum, Database Reliability Engineer
- Achieving Operational Excellence During Times of Uncertainty
- How Much of Your Operations Should You Actually Automate?
- Employee Spotlight: Kelsey Gibson, Principal, Client Success
- Canoe Thought Starters: How much can automation factor into employee retention at wealth management firms?
- Employee Spotlight: Andrei Alcruz, Director, Product Management
- What are APIs, and Why Should Alternative Investors Use Them?
- Client Spotlight: Provenio Capital
- Employee Spotlight: Toby Bailey, VP of Sales, EMEA
- Employee Spotlight: Lukas Lozovski, Director of DevOps
- 3 Reasons Why Your Investment Team Should Adopt an Operational Excellence Program
- Client Spotlight: Capital Creek Partners
- Q&A with Canoe: Addepar Partnership and Integration
- Client Spotlight: GCM Grosvenor
- Financial Statement Data Gold: How Access to Fund-Level Data Reveals New Possibilities for Alternative Investors
- Employee Spotlight: Kim Raymonde, Director of Partnerships & Integrations
- Case Study: Lake Street Advisors
- Client Spotlight: XO Capital
- Employee Spotlight: Adharsh Venkatesh, Client Success Manager
- Client Spotlight: Wetherby Asset Management
- Client Spotlight: Hermes GPE
- Employee Spotlight: Maura Coyle, Talent Lead
- From Fragmentation to Automation: Streamlining Document Retrieval for Alternatives with Canoe Connect
- Client Spotlight: Legacy Knight : Multi-Family Office
- Machine Learning for Alternative Investment Operations
- Employee Spotlight: John Diaz, Senior Product Manager
- Whitepaper: Creating an Industry Standard Approach to Document and Data Management
- Employee Spotlight: Dmitrii Skriabin, QA Engineer
- Canoe Hosts Wealth Management Client Council Meeting
- State Street & Canoe: Unlocking the Hidden Data Potential
- Employee Spotlight: Yuke Wu, Full Stack Developer
- Case Study: Align Impact
- Canoe & SEI Family Office Services Checklist: Alternative Investment Reporting Process
- To Truly Manage Risk, Alternative Allocators Must Automate Data Extraction and Capital Call Workflows
- Employee Spotlight: Nikhil Ashra, Senior Client Success Manager
- Employee Spotlight: Natallia Kremez, QA Engineer
- Case Study: AdvicePeriod
- Case Study: Hamilton Lane
- Recent TEN Panel Concludes: Remote Work Putting Additional Operational Strains on Alternative Investors that Cling to Legacy Data Infrastructures
- Intern Spotlight: Molly Fallek, Client Success Intern
- Canoe Hosts Inaugural Meeting of its Wealth Management Client Council
- Case Study: Corient Capital Partners
- Employee Spotlight: Andy Feng, Full Stack Developer
- Employee Spotlight: Karlin Wong, Product Manager
- Employee Spotlight: Tim Loughrey, Head of Client Success
- [Video Replay] Family Office Fintech Summit Interview with Seth Brotman
- Employee Spotlight: Kyle Rooney, Client Success Associate
- The Canoe Optimized Workflow Step 5: Data Delivery
- The Canoe Optimized Workflow Step 4: Data Validation
- The Canoe Optimized Workflow Step 3: Data Extraction
- The Canoe Optimized Workflow Step 2: Document Categorization
- The Canoe Optimized Workflow Step 1: Document Ingestion
- Best Practices: Setting the New Standard for Investment Data Accuracy
- Best Practices: Delivering Your Alternative Investment Data Into Reporting, Accounting, and Analytics Systems
- Challenges and Tactics to Scale Your RIA, OCIO, or Institutional Investment Firm
- Time Optimization Calculator: Quantify the Time and Money Spent on Alternative Investment Workflows
- Institutional Investor and Wealth Management Operations: Three Big Trends to Watch
- 4 Ways Investment Operations Professionals Can Boost Productivity
- How Much is Alternative Investment Data Entry Costing You?
- Takeaways from Canoe’s Client Roundtable on Operational Challenges and Technology Best Practices
- Family Office Fintech Trends: Takeaways from the 4th New York Family Office Fintech Summit 2019
- Manual Data Entry is Costing Investment Firms Up to $4 Million a Year. Why?
- Category: Best Practices
- Category: Product Updates
- Category: Press & Announcements
- Canoe Intelligence Enables VRGL to Streamline Multi-Asset Analysis for Wealth Management Clients
- MGG Investment Group Automates Investor Statement Review with Canoe Intelligence
- Doyenne Wealth Advisors Selects Canoe Intelligence to Power Its Alternative Investment Documents and Data Processes
- Plante Moran Selects Canoe Intelligence to Scale Its Alternative Investment Documents and Data Processes
- Sweetwood Ventures Selects Canoe Intelligence to Power Its Alternative Investment Documents and Data Processes
- Waldron Private Wealth Selects Canoe Intelligence to Scale Its Alternative Investment Documents and Data Processes
- Canoe Intelligence Wins “Technology: Data” category at The Drawdown Awards 2022
- GCM Grosvenor and Canoe Intelligence Announce New Technology Partnership to Drive Organizational Scale
- Canoe Launches Partner Program; Hires Addepar-Veteran to Lead Partnerships Team
- Wealthspire Advisors Selects Canoe Intelligence to Scale Its Alternative Investment Documents and Data Processes
- Vernal Point Selects Canoe Intelligence to Scale Its Alternative Investment Documents and Data Processes
- Canoe Intelligence Honored in Family Wealth Report Awards Three Years in a Row
- Goldrock Capital Selects Canoe Intelligence to Scale Its Alternative Investment Documents and Data Processes
- Canoe Intelligence Wins Business Infrastructure Award at The WealthBriefing WealthTech Americas Awards 2022
- Canoe Announces Four Senior Hires, Gains Traction as the Industry-Standard Solution for Alternatives Document and Data Management
- WE Capital Investimentos Selects Canoe Intelligence to Scale Its Alternative Investment Documents and Data Processes
- Portfolio Advisors Selects Canoe Intelligence and Exchangelodge to Automate Alternatives Data Management
- Bipsync and Canoe Intelligence Team to Streamline Collection and Categorization of Investment Documents
- Global Endowment Management, LP Selects Canoe Intelligence to Scale Its Alternative Investment Documents and Data Processes
- Canoe Intelligence completes record year by tripling annual revenue, doubling its client base, and adding new key executives
- Built In Honors Canoe Intelligence in Its Esteemed 2022 Best Places To Work Awards
- Canoe Intelligence and Amplify Advisory Partners Formalize Partnership to Improve Alternatives Data Accuracy and Operations
- Vista Wealth Management Selects Canoe Intelligence to Scale Its Alternative Investment Documents and Data Processes
- Canoe Intelligence Selected by TAG Associates to Scale Its Alternative Investment Documents and Data Processes
- Alter Domus and Canoe Intelligence Partner to Deliver Newfound Automation and Accuracy to Alternatives Data Management
- Litman Gregory Wealth Management Selects Canoe Intelligence to Automate Alternative Investment Data Workflows
- Pilot House Selects Canoe Intelligence to Scale Its Alternative Investment Documents and Data Processes
- Canoe Intelligence Wins “Technology: Innovation” category at The Drawdown Awards 2021
- Canoe Intelligence Appoints Blackstone Veteran, Vishal Saxena as New CTO
- Canoe Intelligence completes Series A extension funding led by its clients, Blackstone and Carlyle
- Advisors and Alternative Investors Embrace Automation to Manage Data and Workflows, Finds New Report from Canoe Intelligence and WealthManagement.com
- Hermes GPE Selects Canoe Intelligence to Automate Alternative Investment Data Workflows
- Galaxy Investment Partners LLC, the Family Office of Michael Novogratz Selects Canoe Intelligence
- PartnersAdmin LLC Selects Canoe Intelligence to Scale Its Alternative Investment Data Processes
- Legacy Knight Selects Canoe Intelligence to Automate Alternative Investment Data Workflows
- DiMeo Schneider & Associates Selects Canoe Intelligence to Streamline Its Alternative Investment Data Processes
- Canoe Named Finalist for Two 2021 Family Wealth Report Awards
- Canoe Intelligence Reaches Significant Milestones in 2020; Increases Client Base by Over 150%
- Wetherby Asset Management Selects Canoe Intelligence to Automate Alternative Investment Data Workflows
- Align Impact Strengthens Technology with Addition of Canoe Intelligence for Alternative Investments
- Johnson Financial Group Selects Canoe Intelligence to Scale Alternative Investment Data Workflows
- Provenio Capital Selects Canoe Intelligence to Automate Alternative Investment Data Workflows
- Ohana Advisors Selects Canoe Intelligence to Scale Alternative Investment Data Workflows
- Canoe Intelligence Partners with KnowLedger to Optimize Alternative Data Management
- Category: News
- Category: Press Releases
- Canoe Named Finalist for Alternative Investment Platform and Document Management Awards at ‘The Wealthies’ 2023
- SwanCap Selects Canoe Intelligence to Scale its Alternative Investment Documents and Data Processes
- Canoe Recognized for Business Process Outsourcing at Family Wealth Report Awards 2023
- Canoe Intelligence Expands Presence in EMEA and Opens New Office in London
- Canoe Intelligence Announces Five Strategic Senior Hires After Record Year in 2022
- Vishal Saxena Wins CTO Award in 2023 WealthBriefing European Awards
- Canoe Honored for Enterprise Data Management at A-Team Insight Innovation Awards 2023
- Canoe Intelligence Named Finalist in The Drawdown Awards 2023
- Canoe Intelligence’s Michelle Wilson Named Technology Innovator of the Year by WatersTechnology
- Canoe Intelligence Wins WealthBriefing WealthTech Americas Award 2023
- Canoe Intelligence Raises $25M Series B Funding to Transform the Alternative Investment Data Ecosystem
- Canoe Named Finalist in 3 Categories at 10th Annual Family Wealth Report Awards 2023
- Canoe Shortlisted for Two 2023 HFM European Services Awards
- SimCorp Partners with Canoe to Power Alternative Investment Data Management for Mutual Clients
- SEI Selects Canoe Intelligence to Power Alternative Investment Data Management
- State Street Leverages Machine Learning to Streamline Private Markets Processing and Document Management Through Partnership with Canoe Intelligence
- Canoe Named Finalist for Three WealthManagement.com 2021 Industry Awards
- Canoe Intelligence Wins the 2021 “Most Innovative Workplace Transformation” Award from Financial Services Forum for Third Consecutive Year
- Canoe Intelligence Caps Successful Q1 with 2021 Family Wealth Report Award Win
- Canoe Intelligence Announces Connector with Holland Mountain’s ATLAS Data Platform as it Expands into Europe
- Canoe Expands EMEA Presence with New Clients, New Office, and New Senior Hire
- SEI Enhances Archway Platform through Strategic Partnership with Canoe Intelligence
- Canoe Intelligence Appoints New CEO, Jason Eiswerth
- Canoe Intelligence Named to the 2020 CB Insights Fintech 250 List of Fastest-Growing Fintech Startups
- Canoe Intelligence and SS&C Partner to Streamline Alternative Investment Workflows
- Canoe Wins 2020 Financial Services Forum Awards in “One to Watch” and “Transforming the Workforce” Categories
- Canoe and Hamilton Lane Collaborate to Bring New Efficiencies to Alternative Investment Operations
- Canoe Wins Family Wealth Report’s 2020 Award for Most Innovative Client Solution
- Canoe Intelligence Names Prime Buchholz as New Client
- Canoe Set to Transform Alternative Investment Operations with Series A Funding from Nasdaq Ventures, Hamilton Lane, and Other Industry Leaders
- Canoe Shortlisted for Innovative Client Solution Award by Family Wealth Report
- Canoe Continues Institutional Expansion with New Client, Lexington Partners
- Canoe Intelligence Shortlisted for Two A-Team Data Management Insight Awards
- Truvvo Partners Selects Canoe Intelligence to Automate Alternative Investment Data
- Promus Holdings Selects Canoe Intelligence to Streamline Manual Reporting Processes
- Canoe Intelligence Named Finalist in WealthManagement.com 2019 Industry Awards
- Accusource Teams with Canoe Intelligence Streamlining Asset Data Management, Reporting
- Canoe Intelligence Shortlisted for 2019 “Transforming the Workforce Award”
- Canoe Intelligence Grows with New Clients, New Hires, New Offices
- Canterbury Consulting Selects Canoe Intelligence to Automate Fund Data Entry
- Canoe Intelligence Shortlisted for 2019 Family Wealth Report Award
- Canoe Challenges Manual Data Extraction and Management, Unveils Innovative AI Technology for Alternative Investors
- Category: Videos
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