Canoe Intelligence

The future of alternative investments isn't just about big data - it's about smart data. Download our newest ebook, The AI Advantage in Alternative Investments, for best practices and practical use cases for adopting AI into your firm's growth strategy. https://lnkd.in/eeKpEvkP

Sending our thanks to our amazing DMV-based clients and friends for joining us at our networking roundtable in Washington, D.C! Alongside panelists from EY, our CTO, Noel Calhoun, spoke about the advantages of AI in the alts investment space. Our team on the ground had a blast getting to speak with each and every one of you during happy hour, and we hope you all enjoyed the session! #AltsSmarter

Today marks day 1 of Envestnet Elevate 2025 in Las Vegas, NV! Michael Purcell and Tony Emma will be representing Canoe at Kiosk T04, so make sure to stop by and learn how we empower advisors and RIAs to enhance their business operations and client relationships. In the meantime, read more about how Canoe is working with Envestnet to broaden the range of alts data available to advisors across Envestnet's platform: https://okt.to/vnaB6L #ENVElevate #AltsSmarter

We know firsthand how time-consuming it is for wealth managers to manually sift through alternative investment documents to find the right data to garner insights for clients. Canoe's goal is to streamline your alts investment operations so you can answer those questions more proactively and focus more on your personalized client strategies. Join us on April 22nd to learn more about how we do it. Register here: https://okt.to/ufzkP6 #AltsSmarter

Canoe continues to expand in EMEA! Today, we're happy to announce that Canoe has partnered with Ocorian to streamline and enhance data management for fund managers. Ocorian oversees more than 17,000 structures on behalf of 8,000+ clients, including financial institutions, large-scale international organizations, and high-net-worth individuals. Canoe's advanced AI and machine learning capabilities will enhance data workflows for Ocorian's fund services clients. "By integrating Canoe's technology into Ocorian's operating model, we're powering their teams to access data more efficiently, accurately, and at scale. This partnership represents a leap forward for Ocorian's fund manager clients seeking a smarter way to manage their operations," explains Hamish Warnock, Head of Relationship Management, EMEA at Canoe Intelligence. More on this partnership: https://okt.to/yi0hmc #AltsSmarter

Don't forget to stop by our stand at the Institutional Investor #AlphaEdgeEurope today and tomorrow to chat with Toby Bailey and Con O'Donnell about how we can transform the way your manage your Alts documents and data to achieve 15-20x increase in the funds processed by each employee and 5-8x faster reporting cycles. Want to know more? Visit us today or message Toby for a meeting! #AltsSmarter

WealthManagement.com recently published the RIA Edge 100, a list that highlights a representative group of well-managed firms that are reinvesting in their businesses, maintaining a high level of client service, and growing by design. We're happy to spotlight some of Canoe's partners and clients that have made it onto the list, including: Johnson Financial Group, LLC | Lake Street Advisors | Pathstone | Waldron Private Wealth Please join us in congratulating them! #AltsSmarter

Today, Canoe was named one of FinTech Global's WealthTech100! We're honored to be selected as one of the top 100 companies shaping the future of investment and financial advisory services in the wealth management space. Canoe has been highlighted for our innovative use of technology to solve significant industry challenges and drive efficiency across the wealth management value chains. Congratulations to our fellow winners, and thank you to FinTech Global for including us! Read more: https://okt.to/enEPXu #AltsSmarter #WealthTech100

Toby Bailey and Con O'Donnell are at Institutional Investor's Alpha Edge Europe in Amsterdam for the next two days. Stop by our booth for a visit or book a meeting with them to learn how we can support your firm with alts document and data management. #AltsSmarter #AlphaEdgeEurope

We’re thrilled to be a sponsor of Envestnet Elevate 2025! Michael Purcell and Tony Emma will be attending to talk to advisors and RIAs all about how Canoe helps firms like them optimize their business and client relationships. Visit them at Kiosk T04 to learn more. We hope to see you next week in Las Vegas! #ENVElevate #AltsSmarter