This June, Canoe Intelligence clients from leading independent wealth management firms across the country participated in the company’s bi-annual…
Align Impact, anticipating significant client growth, desired a technology solution to bring scale and structure to its complex alternative investment workflows.
Award-winning fintech named finalist in three technology provider categories NEW YORK, June 9, 2021 – Canoe Intelligence (“Canoe”), a…
Learn how Canoe helped AdvicePeriod scale its manual workflows by providing a technology solution to streamline and automate these repetitive tasks.
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