Canoe Intelligence Wins Family Wealth Report’s 2020 Award for Most Innovative Client Solution

Canoe Intelligence Wins Family Wealth Report’s 2020 Award for Most Innovative Client Solution

Award-winning provider is recognized for its innovative cloud-based, multi-layer encryption and enhanced delivery of alternative investment reporting data

 Canoe Intelligence, a financial technology company on a mission to automate and improve alternative investment operations, announced it has been named most Innovative Client Solution in Family Wealth Report’s 2020 awards program. Showcasing best-of-breed providers in the global private banking, wealth management and trusted advisor communities, the awards recognize companies, teams and individuals that the prestigious panel of judges deemed to have demonstrated innovation and excellence in 2019.

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“It is an honor to be recognized for all the hard work the Canoe team does to ensure we deliver the highest caliber technology and service to our clients,” said Seth Brotman, CEO of Canoe Intelligence. “Winning this distinction sets us apart as a premier technology provider for institutional investors, capital allocators and asset servicing firms, and we look forward to setting the bar even higher in the year ahead.”

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Canoe’s data management technology allows institutions, LPs and family offices to automate data extraction, document management and other operational processes in order to refocus capital and human resources on business performance and growth. The AI-driven Canoe platform was developed in 2013 for a billion-dollar, private investment firm and today is relied upon by hundreds of institutional investors, asset owners, administrators, advisors and family offices.

ClearView Financial Media’s CEO and Publisher of WealthBriefing, Stephen Harris, commented: “The firms that triumphed in these awards are all worthy winners, and I would like to extend my heartiest congratulations. These awards were judged solely on the basis of entrants’ submissions and their response to a number of specific questions, which had to be answered focusing on the client experience, not quantitative performance metrics. That is a unique, and I believe, compelling feature. These awards recognize the very best operators in the private client industry, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process – such that the awards truly reflect excellence in wealth management.”

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