michael.pendergrass
Acronym
Canoe Software Canoe Intelligence
Product ID
Canoe-Intelligence
Description

Canoe automates reporting workflows for alternative investments.

Images
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Details
  • Canoe’s cloud-based platform enables real-time document and data access, tracking and notifications with connectivity to email inboxes, portals and data rooms. Delivering structured alternative investment data for client reporting and analysis.
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Details
  • Canoe's machine learning based shared intelligence instantly categorizes documents, immediately maps and extracts unstructured data, eliminating manual entry workflows. The user-friendly interface enables transparency into 100% of the process.
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Details
  • Unlock your alternative data and leverage Canoe's compatibility with leading wealth management reporting and analytics systems.
Features

Canoe automates reporting workflows for alternative investments:

  • Automated document Ingestion, categorization and tracking.
  • Instant data extraction, validation and delivery. 
  • Compatibility with leading reporting systems.
Vendors
Canoe Software
Management Style
Discount - Yes
Schwab Products
SIT Provider
Section
Data Aggregator
UHNW Technology
Solution
Daily Data Files
Ad Hoc Tags
DoubleClick Tags

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