Vista Wealth Management Selects Canoe Intelligence to Scale Its Alternative Investment Documents and Data Processes
NEW YORK NOVEMBER 18, 2021 – Canoe Intelligence (“Canoe”), a financial technology company redefining data management processes for alternative investors and allocators, today announced a new client engagement with Vista Wealth Management “Vista Wealth”, a Bay Area-based Registered Investment Advisor that works with local families and individuals to plan and execute financial strategies.
Vista Wealth is implementing Canoe’s technology to automate and scale its alternative investment processes associated with document collection and data extraction for hundreds of individual funds across dozens of managers.
“At Vista, our core mission is to help our clients accomplish their goals. As our firm continues to expand, our holistic approach often incorporates alternative and private markets assets,” said James Knight, COO at Vista Wealth Management. “With Canoe as our technology for managing the operational complexities of alternatives, our team is able to free up considerable resources to deliver even better service to our growing client base.”
“We’re excited to partner with leading RIAs like Vista Wealth and help the team implement automated technology to manage their ever-growing and diversifying client portfolios,” 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.”
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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 VISTA WEALTH MANAGEMENT
Vista Wealth Management is a Registered Investment Advisor with offices in the San Francisco Bay Area and Portland Oregon. Vista provides comprehensive wealth management to entrepreneurs, business owners and executives, helping them achieve financial security. www.vistawealth.com
Forefront Communications for Canoe Intelligence