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Canoe Extracts PDF Data for Black Diamond Clients

August 26, 2020 by Eugene Grygo

Canoe Extracts PDF Data for Black Diamond Clients

A partnership between SS&C Technologies and a cutting-edge, data capture vendor Canoe Intelligence will let Black Diamond Wealth Platform clients automate the digitization of their PDF reporting documents, creating actionable data that can be sent to institutional investors, allocators, and asset-servicing firms. SS&C Advent’s Black Diamond Platform is a portfolio management system and client reporting… Read More >>

Filed Under: Securities Operations, Buy-Side, Corporate Actions, Data Management, Industry News, Middle-Office, Operational Risk, Ops Automation, Outsourcing, Reconciliation & Exceptions, Risk Management, Settlement, Governance, Artificial Intelligence, FinTech Trends, Back-Office, Integration, Standards, Performance Measurement, KYC, Regulation & Compliance, Regulatory Reporting, Industry News Tagged With: Advent, Advent Axyx, Advent Geneva, Advent Portfolio Exchange (APX), AdvicePeriod, Black Diamond Wealth Platform, Canoe Intelligence, Seth Brotman, SS&C Technologies Holdings

Mirador Strips Out Manual Processes via Canoe Intelligence

March 6, 2019 by Eugene Grygo

Mirador Strips Out Manual Processes via Canoe Intelligence

Mirador, a provider of bespoke portfolio performance reporting solutions, is partnering with Canoe Intelligence to streamline the document management and data extraction workflows required for alternative investment reporting, officials say. The Canoe offerings are helping Mirador eliminate many manual data entry steps for alternative asset investors — a key frustration for the reporting processes associated… Read More >>

Filed Under: Derivatives Operations, Derivatives Processing, Securities Operations, Buy-Side, Corporate Actions, Data Management, Industry News, Middle-Office, Operational Risk, Ops Automation, Reconciliation & Exceptions, Risk Management, Settlement, Governance, Artificial Intelligence, FinTech Trends, Back-Office, Integration, Performance Measurement, KYC, AML/Fraud/Financial Crime, Regulation & Compliance, Regulatory Compliance, Regulatory Reporting, Economic Sanctions Tagged With: AI, artificial intelligence, Canoe Intelligence, data extraction, document management, Joseph Larizza, Mirador, operational processes, Seth Brotman, wealth management, workflows

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