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Posts by category
- Category: Insights
- Canoe celebrates LGBTQ Pride Month: A month of authenticity and love
- How AI is changing our relationship with documents
- The Swiss pension problem: why global volatility and low interest rates require a firmer grasp of alts data
- Can Singapore’s family offices be the envy of the world?
- How Trump-Era policies are likely to fuel a new wave of deal-making: What allocators need to know about data transparency and portfolio impact
- The frog’s demise: How alts quietly turned up the heat on data ops
- Why modernizing data processes is the key to unlocking private equity secondary markets’ true potential
- Celebrating Hispanic Heritage Month at Canoe
- Unlocking Efficiencies in Alternative Investment Data through Advanced Technology
- Insights from Two Leading Pension Funds: How Canoe Transforms Alternative Investment Data Management
- Optimizing Alts: 5 Triggers to Enhance Your Custodian-Advisor Partnership
- Canoe Thought Starter: The Long-Term Effect of Hands-On Planning & Preparation
- Canoe Thought Starter: Employing Change Management to Successfully Implement New Tech
- Canoe Thought Starter: Change Management’s Role in a New Tech Implementation
- 8 Critical Considerations for Prioritizing Data Security in a Vendor Evaluation
- Navigating the Democratization of Alternatives
- Achieving Operational Excellence During Times of Uncertainty
- How Much of Your Operations Should You Actually Automate?
- Canoe Thought Starters: How much can automation factor into employee retention at wealth management firms?
- 3 Reasons Why Your Investment Team Should Adopt an Operational Excellence Program
- Machine Learning for Alternative Investment Operations
- Canoe Hosts Wealth Management Client Council Meeting
- To Truly Manage Risk, Alternative Allocators Must Automate Data Extraction and Capital Call Workflows
- Recent TEN Panel Concludes: Remote Work Putting Additional Operational Strains on Alternative Investors that Cling to Legacy Data Infrastructures
- Canoe Hosts Inaugural Meeting of its Wealth Management Client Council
- [Video Replay] Family Office Fintech Summit Interview with Seth Brotman
- 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
- 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: Event Recaps
- Harnessing Tech and Data in Secondary Markets for Superior Decision-Making – with Holland Mountain
- Kicking Off 2024: Canoe’s CEO Jason Eiswerth Recaps a Stellar 2024 On-Site
- Embracing Innovation: Insights from InvestOps Europe 2023
- Building a Connected Investment Operations Ecosystem: Takeaways from InvestOps USA 2023
- Category: Canoe in Action
- How Insurance Giants Can Achieve Efficiency in Alternative Investments: A Blueprint for Automation
- How Are Alternative Investors Leveraging Data Warehouses for a Competitive Advantage?
- Canoe in Action: Assessing Bank Exposure Through the Silicon Valley Bank Crisis
- Transforming the Future of K-1 Season: From a Constant Operational Burden to an Automated Process
- What are APIs, and Why Should Alternative Investors Use Them?
- Category: Partner Insights
- Category: Client Spotlights
- Women’s History Month: Spotlight on Female Leaders at Canoe Clients
- Canoe Client Spotlight: Ohana Advisors
- Client Spotlight: Provenio Capital
- Client Spotlight: Capital Creek Partners
- Client Spotlight: GCM Grosvenor
- Client Spotlight: XO Capital
- Client Spotlight: Wetherby Asset Management
- Client Spotlight: Hermes GPE
- Client Spotlight: Legacy Knight : Multi-Family Office
- Category: Employee Spotlights
- Celebrating Diwali at Canoe
- Celebrating LGBTQ Pride Month at Canoe
- Employee Spotlight: Kelley Megale, Strategic Account Executive
- AAPI Heritage Month, Employee Spotlight: Julia Delgado, Information Security Analyst
- Employee Spotlight: Kevin Winter, VP of Information Security
- Celebrating Women’s History Month at Canoe
- Employee Spotlight: Ashley Nugent, Sr. Client Project Manager
- Employee Spotlight: Con O’Donnell, Sales Engineer EMEA
- Employee Spotlight: Kevin Tobiassen, Senior Product Manager
- Employee Spotlight: James Furney, Commercial Operations Manager
- Employee Spotlight: Aman Kumar Soni, Vice President of Data Strategy
- Employee Spotlight: John Lochbaum, Database Reliability Engineer
- Employee Spotlight: Kelsey Gibson, Principal, Client Success
- Employee Spotlight: Andrei Alcruz, Director, Product Management
- Employee Spotlight: Toby Bailey, VP of Sales, EMEA
- Employee Spotlight: Lukas Lozovski, Director of DevOps
- Employee Spotlight: Kim Raymonde, Director of Partnerships & Integrations
- Employee Spotlight: Adharsh Venkatesh, Client Success Manager
- Employee Spotlight: Maura Coyle, Talent Lead
- Employee Spotlight: John Diaz, Senior Product Manager
- Employee Spotlight: Nikhil Ashra, Senior Client Success Manager
- Intern Spotlight: Molly Fallek, Client Success Intern
- Employee Spotlight: Andy Feng, Full Stack Developer
- Employee Spotlight: Karlin Wong, Product Manager
- Employee Spotlight: Tim Loughrey, Head of Client Success
- Category: Product Updates
- SEI and Canoe Forge Path to Further Advance Alts Data Management for Family Offices Using the Archway Platform℠
- Canoe’s New Activity Summary Email Alert Helps Operations and Investment Teams Plan Ahead
- The Path to Asset Data: Part 1
- How Canoe’s New Document Rules Engine Helps Clients Automate Workflows
- Getting More With Your Alts Data: Introducing FTPS to Deliver Data Directly into Box.com and ShareFile
- Getting More With Your Alts Data: How Canoe’s Email Notifications for Data Extracts Enable Cross-Functional Teams
- Financial Statement Data Gold: How Access to Fund-Level Data Reveals New Possibilities for Alternative Investors
- From Fragmentation to Automation: Streamlining Document Retrieval for Alternatives with Canoe Connect
- Canoe Intelligence Product Update – January 2021
- Canoe Intelligence Product Update – June 2020
- Unlocking Efficiencies: Extracting Data from Documents with Multiple Allocations
- Canoe Intelligence Product Update – January 2020
- Canoe Intelligence Product Update – August 2019
- Category: Resources
- Best Practices for AI Adoption in Alternative Investments
- Debunking Common AI Myths in Alternative Investments
- The Ideal Framework & Use Case for AI in Alternative Investments
- Ebook: The AI Advantage in Alternative Investments
- Category: Whitepapers
- Category: Checklists & Guides
- Category: Webinars
- On-Demand Webinar – Strategic Outlook: Shaping a Smarter Future for Alts with Canoe
- On-Demand Webinar – How Third Lake’s Family Offices Solved the ‘Document Management’ Problem with Canoe and iPaladin
- On-Demand Webinar – Mastering Scale and Growth with AI: Canoe’s CTO Perspective
- On-Demand Webinar – Canoe Asset Data in Action, featuring Prime Buchholz
- On-Demand Webinar – Canoe Client Spotlight: Prime Buchholz
- Canoe Client Success Stories: USC Investment Office
- Category: Case Studies
- Category: Press & Announcements
- Canoe Shortlisted for 3 Categories in HFM European Services Awards
- Canoe wins “Provider of the Year: Investments” at the Funds Europe Awards 2024
- Canoe Shortlisted for 4 Categories at the ThinkAdvisor Luminaries Awards 2024
- Canoe Nominated in 7 Categories at Data Management Insight Awards Europe 2024
- Canoe and iPaladin: Redefining Family Office Management with Third Lake Capital
- Canoe Intelligence Expands Relationship with Conway Investment Solutions to Streamline Alts Investment Workflow for Financial Advisors
- SEI and Canoe Intelligence Power Future of Alternatives Data Management through Expanded Relationship
- Canoe Nominated for Multiple Categories Across Global Fund Media’s 2024 Private Equity Wire and Hedgeweek US Awards
- Canoe Nominated for Provider of the Year: Investments at the Funds Europe Awards 2024
- Category: Award News
- Canoe recognized as finalist for the 2025 WealthManagement.com Industry Awards
- Canoe selected in FinTech Global’s DataTech50 2025 list
- Canoe recognized for onboarding at ClearView Financial Media’s Twelfth Family Wealth Report Awards 2025
- Canoe secures a win in A-Team Insight’s Innovation Awards 2025
- Aman Soni recognized as one of Financial News’ Rising Stars of European Finance 2025
- Canoe earns coveted spot on FinTech Global’s WealthTech100 2025 list
- Canoe earns two victories at The WealthBriefing European Awards 2025
- Canoe nominated for the Data Management Solution of the Year category in the Hedgeweek European Awards 2025
- Canoe shortlisted for Data Technology in The Drawdown Awards 2025
- Canoe wins Best Alternative Investment Platform in 2025 FinTech Breakthrough Awards Program
- Canoe Secures Two Victories in WealthBriefing WealthTech Americas Awards 2025
- Canoe Intelligence Named a Finalist in 4 Categories at Family Wealth Report Awards 2025
- Winners speak: CIO’s 2024 Industry Innovation Awards
- Double win for Canoe Intelligence at With Intelligence’s Fund Operations and Services Awards 2025
- Canoe nominated for 4 awards across With Intelligence’s Fund Operations and Services Awards 2025
- Canoe named winner of “Data and Technology” in CIO’s 2024 Industry Innovation Awards
- Canoe Nominated for “Data and Technology” in CIO’s 2024 Industry Innovation Awards
- Fintech 100: The most promising fintech startups of 2024
- Michelle Wilson, Canoe’s Head of Product, Named Finalist for MarketsMedia 2024 Women in Finance Awards
- Canoe Nominated for Two Editors’ Choice Awards in Global Custodian’s Industry Leaders
- Canoe Nominated for Cloud Services and Data Management at the European Emerging Manager Awards 2024
- Canoe Intelligence Wins “Technology Innovation” Category at The Drawdown Awards 2024
- Canoe Shortlisted for Alternative Investment Platforms and Workflow Automation at ‘The Wealthies’ 2024
- Canoe Recognized for Technology Onboarding at the Eleventh Annual Family Wealth Report Awards
- Canoe Wins A-Team Innovation Award for Most Innovative Use of AI
- Canoe Shortlisted for Two 2024 HFM European Services Awards
- Canoe Wins European WealthBriefing Award for Best Change Management Process
- Canoe Named Finalist in Two Categories at The Drawdown Awards 2024
- Canoe Recognized as Best Institutional Investment Solution in the 2024 FinTech Breakthrough Awards
- Canoe Shortlisted in Three Categories at Family Wealth Report Awards 2024
- Canoe Intelligence Wins for Artificial Intelligence at WealthBriefing WealthTech Awards
- Built In Honors Canoe Intelligence in Its Esteemed 2024 Best Places To Work Awards
- Michelle Wilson, Canoe’s Head of Product, Named Inspiring FinTech Female
- Canoe Named to Shortlist in Private Asset Management Awards 2024
- Canoe Shortlisted for Fund Intelligence Operations & Services Awards
- Canoe Shortlisted for Two Private Equity Wire European Awards
- Canoe Named Best Buy-Side AI Platform or Tool in WatersTechnology Buy-Side Technology Awards
- Canoe Intelligence Named Winner of Best Data Management Solution at Private Equity Wire US Awards 2023
- Canoe Intelligence Wins Best Proposition for AI, Machine Learning at Data Management Insight USA Awards 2023
- Canoe Nominated for Multiple Categories Across Global Fund Media’s 2023 Private Equity Wire and Hedgeweek US Awards
- Canoe Named Finalist for Alternative Investment Platform and Document Management Awards at ‘The Wealthies’ 2023
- Canoe Recognized for Business Process Outsourcing at Family Wealth Report Awards 2023
- 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 Named Finalist in 3 Categories at 10th Annual Family Wealth Report Awards 2023
- Canoe Shortlisted for Two 2023 HFM European Services Awards
- Canoe Intelligence Wins “Technology: Data” category at The Drawdown Awards 2022
- Canoe Intelligence Honored in Family Wealth Report Awards Three Years in a Row
- Canoe Intelligence Wins Business Infrastructure Award at The WealthBriefing WealthTech Americas Awards 2022
- Built In Honors Canoe Intelligence in Its Esteemed 2022 Best Places To Work Awards
- Canoe Intelligence Wins “Technology: Innovation” category at The Drawdown Awards 2021
- 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 Named Finalist for Two 2021 Family Wealth Report Awards
- Canoe Intelligence Named to the 2020 CB Insights Fintech 250 List of Fastest-Growing Fintech Startups
- Canoe Wins 2020 Financial Services Forum Awards in “One to Watch” and “Transforming the Workforce” Categories
- Canoe Wins Family Wealth Report’s 2020 Award for Most Innovative Client Solution
- Canoe Shortlisted for Innovative Client Solution Award by Family Wealth Report
- Canoe Intelligence Shortlisted for Two A-Team Data Management Insight Awards
- Canoe Intelligence Named Finalist in WealthManagement.com 2019 Industry Awards
- Canoe Intelligence Wins The Financial Services Forum “Transforming the Workforce” Award
- Canoe Intelligence Shortlisted for 2019 “Transforming the Workforce Award”
- Canoe Intelligence Shortlisted for 2019 Family Wealth Report Award
- Category: Product News
- Canoe and Prime Buchholz Bridge the Gap Between Alts Data Automation and Portfolio Company Analytics
- Canoe Intelligence Launches Canoe Pro Tech, Expanding Platform Capabilities with New Technology Partnership Category
- Canoe Expands its Canoe Pro Offering with Four New Pro Partners
- Canoe Intelligence Unveils Canoe Asset Data Following Completion of Design Partnership with 13 Clients
- Canoe Intelligence Launches Canoe Pro with First Pro Partner, Amplify
- Canoe Intelligence Expands Product Suite with Canoe Tax
- Canoe Intelligence Launches Canoe Data Innovation Hub and Unveils Design Partnership Program for Canoe Asset Data
- Category: Partner Announcements
- Canoe Intelligence and Altvia partner to enable Funds of Funds to accelerate LP reporting workflows
- Canoe Intelligence and Envestnet partner to deliver seamless alts data experience
- Canoe Intelligence and fundcraft Announce Strategic Partnership to Revolutionise Fund Operations Across Europe
- Canoe Intelligence and Osyte Partner to Deliver Integrated Alts Management Solutions
- State-of-the-art services for managing private equity: QPLIX Partners with Canoe Intelligence
- Canoe Intelligence and InfoGrate Form Consulting Partnership to Support Family Offices through Fintech Evaluations
- Canoe Intelligence and Mammoth Technology Partner to Unlock End-to-End Visibility for Alts Investors
- Canoe and Ellevate Partner to Optimize WealthTech Solutions for Alternative Investors
- Canoe and K1x Announce Partnership to Create End-to-End Tax Solutions for Alternative Investors
- Canoe and Deviate Consulting Formalize Partnership to Support Alternative Investment Solutions for Family Offices
- Canoe Intelligence and Versoft Consulting Formalize Partnership to Support Alternative Investment Workflows for Wealth Managers
- Canoe Intelligence and Lionpoint Group Partner to Support Alternative Investment Operations and Technology
- Canoe Intelligence Expands Partner Program in EMEA with New Apliqo Integration
- SimCorp Partners with Canoe to Power Alternative Investment Data Management for Mutual Clients
- Canoe Intelligence Enables VRGL to Streamline Multi-Asset Analysis for Wealth Management Clients
- Bipsync and Canoe Intelligence Team to Streamline Collection and Categorization of Investment Documents
- Canoe Intelligence and Amplify Advisory Partners Formalize Partnership to Improve Alternatives Data Accuracy and Operations
- Alter Domus and Canoe Intelligence Partner to Deliver Newfound Automation and Accuracy to Alternatives Data Management
- Canoe Intelligence Announces Connector with Holland Mountain’s ATLAS Data Platform as it Expands into Europe
- Canoe Intelligence Partners with KnowLedger to Optimize Alternative Data Management
- SEI Enhances Archway Platform through Strategic Partnership with Canoe Intelligence
- Accusource Teams with Canoe Intelligence Streamlining Asset Data Management, Reporting
- Category: Client Announcements
- Multiplicity Partners chooses Canoe to automate their alts document collection and intelligence
- Indiana University Foundation joins Canoe’s growing list of clients automating their alts investment data processes
- Baltimore City Fire and Police Employees’ Retirement System selects Canoe for alts automation
- Pin Oak taps Canoe to modernize its alts investment data processes
- Global Kandor selects Canoe to scale alternative asset reporting
- Faith-based investor Wespath chooses Canoe Intelligence for operationally efficient alts workflows
- Ocorian and Canoe Intelligence partner to simplify data workflows for fund managers
- Italian heavyweight Fondaco taps Canoe Intelligence to transform analytics and reporting for Institutional Investors
- Hollyport Capital halves time spent on portfolio monitoring process with Canoe Intelligence
- Cambridge Associates broadens use of Canoe across central operations and all investment teams
- Prime Quadrant to Automate Upwards of 90% of Data Processes with Canoe Intelligence
- Gen II Revolutionizes Private Equity Data Digitalization Through Strategic Partnership With Canoe Intelligence
- Warana Capital Automates Document Collection and Data Extraction Workflows with Canoe Intelligence
- SwanCap Selects Canoe Intelligence to Scale its Alternative Investment Documents and Data Processes
- SEI Selects Canoe Intelligence to Power Alternative Investment Data Management
- 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
- GCM Grosvenor and Canoe Intelligence Announce New Technology Partnership to Drive Organizational Scale
- 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
- Goldrock Capital Selects Canoe Intelligence to Scale Its Alternative Investment Documents and Data Processes
- 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
- Global Endowment Management, LP Selects Canoe Intelligence to Scale Its Alternative Investment Documents and Data Processes
- 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
- 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
- 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
- State Street Leverages Machine Learning to Streamline Private Markets Processing and Document Management Through Partnership with Canoe Intelligence
- Legacy Knight Selects Canoe Intelligence to Automate Alternative Investment Data Workflows
- DiMeo Schneider & Associates Selects Canoe Intelligence to Streamline Its Alternative Investment Data Processes
- 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 and SS&C Partner to Streamline Alternative Investment Workflows
- Canoe and Hamilton Lane Collaborate to Bring New Efficiencies to Alternative Investment Operations
- Canoe Intelligence Names Prime Buchholz as New Client
- Canoe Continues Institutional Expansion with New Client, Lexington Partners
- Truvvo Partners Selects Canoe Intelligence to Automate Alternative Investment Data
- Promus Holdings Selects Canoe Intelligence to Streamline Manual Reporting Processes
- Canterbury Consulting Selects Canoe Intelligence to Automate Fund Data Entry
- Category: Company News
- Canoe appoints Jim Eliason as Chief Financial Officer
- Canoe Appoints Zack Helgeson as Head of Product to Drive Innovation and Growth in Alts Data Automation
- Canoe Intelligence Appoints Chris Jones as Chief Revenue Officer, Promotes Mike Muniz to Chief Strategy Officer
- Celebrating Milestones, Growth, and Innovation in 2024: Canoe’s Year in Review
- Canoe Intelligence Raises $36 Million Series C Funding Led by Goldman Sachs to Further Market Expansion
- Canoe Intelligence Welcomes Ex-CIA Analyst Noel Calhoun as CTO and HR Innovator Tiffany Mosher Taylor as Head of People
- The 2023 Year in Review: A Note from Canoe’s CEO
- Canoe Intelligence Welcomes Fintech Expert Tricia Rothschild to its Board of Directors
- Canoe Intelligence Announces Five Senior Hires, Eyeing Product Suite Expansion Following Record Growth
- Canoe Intelligence doubles YOY growth; previews new platform innovations
- Canoe Intelligence Expands Presence in EMEA and Opens New Office in London
- Canoe Intelligence Announces Five Strategic Senior Hires After Record Year in 2022
- Canoe Intelligence Raises $25M Series B Funding to Transform the Alternative Investment Data Ecosystem
- Canoe Launches Partner Program; Hires Addepar-Veteran to Lead Partnerships Team
- Canoe Announces Four Senior Hires, Gains Traction as the Industry-Standard Solution for Alternatives Document and Data Management
- Canoe Intelligence completes record year by tripling annual revenue, doubling its client base, and adding new key executives
- Canoe Intelligence Appoints Blackstone Veteran, Vishal Saxena as New CTO
- Canoe Intelligence completes Series A extension funding led by its clients, Blackstone and Carlyle
- Canoe Expands EMEA Presence with New Clients, New Office, and New Senior Hire
- Canoe Intelligence Reaches Significant Milestones in 2020; Increases Client Base by Over 150%
- Canoe Intelligence Appoints New CEO, Jason Eiswerth
- Canoe Set to Transform Alternative Investment Operations with Series A Funding from Nasdaq Ventures, Hamilton Lane, and Other Industry Leaders
- Canoe CEO Letter
- Canoe Intelligence Grows with New Clients, New Hires, New Offices
- Canoe Challenges Manual Data Extraction and Management, Unveils Innovative AI Technology for Alternative Investors
- Category: In the News
- Fund Services Market Guide: Buy vs. Build
- Investment Management Operations: HighVista Strategies on Canoe and Bipsync
- J.P. Morgan Launches Private Markets Data Solutions for Institutional Investors
- Visions & Voices – Transforming Family Office Operations with AI
- How Tech Can Cut Costly Manual Data Errors For Family Offices, RIAs – SEI
- Canoe welcomes Osyte aboard
- How proprietary generative AI models will shape the future of private markets
- 16 NYC Companies to Follow This Fall
- The 2022 Family Office Software Roundup
- Category: Product News
- Category: Client News
- Ocorian and Canoe collaborate
- Here’s How Financial Advisors Are Using AI in Their Businesses Right Now
- Gen II adds automation software to streamline fund of funds work
- State Street to Implement Machine Learning: Tech Roundup
- Canoe Wins Private Markets Processing Deal With State Street
- State Street Embraces A.I. for Private Markets Clients
- Hamilton Lane Buys into A.I.-Fueled Tech from Canoe
- Category: Insights
- Revolutionizing Alternative Investments: How Client-Centric Innovation and Deep Market Expertise are Reshaping Onboarding
- Emerging Talent: Leading the way
- Unlocking the value of data as a differentiator
- Summit: 2030
- What are the Potential Drawbacks of Automating Back Office Operations?
- To unlock $40T private markets, Hamilton Lane embraced automation
- Is Cobalt the Digital DJ of Private Markets Investing?
- European GPs falling behind on AI adoption
- Predictions for 2025: Private markets
- Private-public markets move to parity on regulatory and tech trends
- Footsteps in the dark: Private markets’ data quality “problem”
- Harnessing the Power of Effective Onboarding to Help Clients Succeed
- In the spotlight – Tim Loughrey, VP, global head of account management, Canoe Intelligence
- Interview: Generative AI’s impact on private markets asset management
- In Conversation: Connecting private markets through AI
- Evolving Family Office Tech: Investing In Better Decision-Making Capabilities
- Transforming Client Workflows With Effective Change Management
- Leveraging Artificial Intelligence to Drive Next-Level Automation for Alts Investors
- Outlook 2024: Rob Calder, Canoe Intelligence
- Predictions for 2024: Private markets
- FLASH FRIDAY: Asset Managers Leverage the Power of Artificial Intelligence
- Operational Excellence Impacts Investment Team’s Performance
- How Move To Data Standardisation Will Transform Private Markets
- What the AI?! Canoe Intelligence
- Prioritising Data Security in a Vendor Evaluation
- Opportunity through adversity: how the SVB crisis could catalyse the private market investment data revolution
- 8 Women In Tech Share Advice On Overcoming Imposter Syndrome
- A Source Of Calm In Rough Markets – A Conversation With Canoe
- IT spending priorities point to cyber, cloud and data
- Alternative Investments: How Purpose-Built Technology Alleviates The Operational Burden
- Helping Clients Go Digital with Purpose-Built Technology
- Nasdaq TradeTalks: Why More Investors Are Adding Alternatives And Private Markets To Their Portfolios
- The Drawdown Winner Profile: Canoe Intelligence
- Breaking Barriers: Top Alternative Investment Trends for Wealth Managers
- Canoe Intelligence: Exclusive Family Wealth Report Awards Innovation Spotlight Interview
- Creating Purpose-Built Solutions for Clients
- 5 minutes with… Mike Muniz, Canoe Intelligence
- Becoming a Better Ally for Women in the Workplace
- Find Your Match: 10 Companies Hiring in NYC
- COVID Speeds Up Hedge Fund Moves to Automate Sales Effort
- How Technology is Serving Alternatives Investment Space
- Mixing Technology and Industry Talent Sets New Standards at Canoe
- MEET THE MAKER … Seth Brotman, CEO of Canoe Intelligence
- Category: Partner News
- Category: Company News
- Envestnet Elevate 2025 Underway in Las Vegas, Showcasing the WealthTech and Solutions Driving Advisor Growth
- Canoe Intelligence appoints former CIA analyst Noel Calhoun as new CTO
- Canoe Intelligence Doubles Growth
- Canoe Intelligence Continues Hiring Drive
- Canoe Intelligence Raises Another $25M for its Data Management and Intelligence Platform for Alternative Investments
- Canoe Intelligence Triples Revenue in 2021
- This Carlyle- and Blackstone-Backed Fintech Firm Wants to Replace ‘Antiquated’ Alternative Investing Technology
- Canoe Intelligence Expands into EMEA with Alternative Investment Solutions
- Canoe Intelligence Expands Global Coverage
- Canoe Intelligence Hires Toby Bailey
- Canoe Extends Data Ops Capability, Plans Geographic Expansion
- Canoe Intelligence Paddles Upstream with New CEO
- Canoe Intelligence Names New CEO
- Fintech Opportunities Prove Resilient Amid Covid-19 Disarray
- Backed With New Funding, Canoe Surfs Data Waves
- Market Operators Strengthen Their Data and Technology Arsenals
- Tech Firm Canoe Looks to Streamline Customized Reporting
- Canoe Announces AI Technology Eliminating Manual Data Entry
- Category: Award News
- Elevating the alternative investment landscape through revolutionary tech solutions
- Artificial Intelligence: The Accelerator for Private Markets Modernization and Alts Data Standardization
- Revisiting Funds Europe Awards 2024: Winners speak
- Canoe named winner of “Best Data Ops Solution Provider” at the Data Management Insight Awards Europe 2024
- Canoe nominated for 3 categories across With Intelligence’s Private Asset Management Awards 2025
- Canoe named “Best New Technology Introduced Over the Last 12 Months” at the WatersTechnology American Financial Technology Awards
- The Top 100 Financial Technology Companies of 2024
- Canoe Named “Best Cloud Based Solution” at the WatersTechnology Buy-Side Technology Awards
- The 2024 Family Office Software Roundup
- Wealth & Finance Magazine Announces the Winners of the 2023 FinTech Awards
- Top 11 Financial Technology Companies from New York To Watch [2023 Update]
- Introducing Built In’s 2021 Tech Innovator Award Winners
- EXCLUSIVE: Shortlist of Potential Winners for Family Wealth Report Awards 2019