Portfolio Advisors partners with Canoe and Exchangelodge

by Krystal Scanlon 18 February 2022

Portfolio Advisors has partnered with Canoe Intelligence and data integration platform Exchangelodge to scale document and data management processes for its private market investments.

Categories: News Technology Reporting portal Reporting software Tech providers

28 September 2023

ListAlpha launches automated dealflow tool

Platform combines CRM with proprietary company research driven by AI

28 September 2023

FCA cracks down on private market valuations

The review is expected to scrutinise valuation processes, governance and professionals in charge of the process

28 September 2023

Universal Investment launches Alumia

Joint venture to offer fund distribution services

27 September 2023

What the AI?!... Montagu

Partner Daniel Fischer believes there are AI opportunities to be developed in risk management workflows

26 September 2023

Filament Syfter and SourceScrub team up

Partnership aims to support firms in data-driven decision making

26 September 2023

FCA and PRA propose D&I reporting measures

The consultation papers aim to introduce frameworks to measure D&I objectives