Institutional Investor and Wealth Management Operations: Three Big Trends to Watch
One quarter into 2019 and the nearly decade-long bull market seems to be back in gear after a fourth quarter stock market...Continue reading
4 Ways Investment Operations Professionals Can Boost Productivity
“The true price of anything you do is the amount of time you exchange for it.” – Henry David Thoreau As an...Continue reading
How Much is Alternative Investment Data Entry Costing You?
Calculate and Gauge Your ROI The operational costs of managing your employees and processes can be high. In alternative investment operations, simply...Continue reading
Takeaways from Canoe’s Client Roundtable on Operational Challenges and Technology Best Practices
Our Client and Prospect Roundtable on Operational Challenges and Technology Best Practices was hosted in December 2018. In attendance were prominent Multi-Family Offices...Continue reading
Family Office Fintech Trends: Takeaways from the 4th New York Family Office Fintech Summit 2019
On Thursday, March 21, several hundred investment, operations, and compliance leaders at private and commercial family offices, and other wealth management firms,...Continue reading
Manual Data Entry is Costing Investment Firms up to $4 Million a Year. Why?
How many documents are regularly managed by institutional investors or wealth managers? The number could easily reach into the hundreds of thousands,...Continue reading
Canoe CEO Letter
As 2019 gets underway, I want to take a moment to review Canoe’s eventful 2018 and look ahead to the new year....Continue reading