The Technology Review Checklist for Alternative Investors

Canoe 2020 Year End Tech Review Checklist Download for Alternative Investors


Stay Prepared For A Remote Work Environment

With the ongoing shift to remote work, many alternative investors and allocators have experienced lapses and delays in access to vital client reporting documents, mainly due to the manual nature of collecting, processing and managing recurring alternative investment documents and the related data.

This technology review checklist is exclusively for alternative investors and allocators to identify opportunities for improvement in the following areas:

  • Automating and managing document collection

  • Gathering necessary reporting data 

  • Streamlining operational processes

  • Connectivity with all relevant reporting and analytics systems

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Ask the right questions to prepare most effectively for your technology needs.