Name | Title | Contact Details |
---|
Canoe Intelligence is a first-of-its-kind technology that allows allocators to unlock their data. Canoe reimagines operational workflows and enables clients to transform their processes in order to eliminate manual data entry. By combining industry expertise with the most sophisticated data capture technologies, Canoe automates the digitization of PDF reporting documents into actionable data and intelligence for institutional investors, allocators, and asset servicing firms. With Canoe, clients refocus capital and human resources on business performance and growth. Canoe`s AI-driven platform was developed in 2013 for Portage Partners LLC, a private investment firm, and is relied upon by hundreds of institutional investors, service providers, family offices, and allocators.
Profinity is a Santa Monica, CA-based company in the Financial Services sector.
United Payment Service is a Thousand Oaks, CA-based company in the Financial Services sector.
Provincial Alliance Credit Union Limited is a North York, ON-based company in the Financial Services sector.
Welcome to your home for all things Helios. Whether youre looking for help with asset management, estate planning, or portfolio tools youve come to the right place!