Alternative investment data specialist Canoe Intelligence has formed a partnership that integrates its Canoe Connect system with with Confluence Technologies’ Portfolio Analytics and Reporting Information System to automate data workflows for asset allocators.
The agreement combines artificial intelligence-driven document collection with advanced analytics to streamline reporting for private-market portfolios, enabling institutional investors to monitor asset performance and manage regulatory compliance through automated data processing.
“We are building this integration to serve institutional investors, including many mutual clients,” said Christopher Jones, chief revenue officer at Canoe. “Not only are we simplifying complexity, but we’re also offering flexibility in how they access our technologies so these investment professionals can focus on what matters — performance and results.”
Confluence also plans to release a version of this solution accessible directly through its existing interface.
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