By Seth Brotman
Canterbury Consulting, a Newport Beach-based institutional investment advisory firm with more than $18.3 billion in assets under advisement, will turn to Canoe Intelligence (Canoe), in a multi-year relationship to efficiently digitize, track, and organize thousands of documents and data points.
“Canoe’s system will help track and organize all our clients' documents,” says Mike Ethridge, COO, Canterbury Consulting. “Transitioning from the time-consuming task of manually reviewing and sorting everything to Canoe’s intelligent system will be a huge win for our clients.”
Canoe’s first-of-its-kind technology eliminates manual data entry for alternative asset investors. The technology allows institutions, LPs, and family offices to automate data extraction and document management and refocus capital and human resources on business performance and growth.