INTEGRATIONS

Bipsync RMS & 
Canoe Intelligence

Bipsync and Canoe Intelligence partner to optimize Allocator operations and streamline the collection and categorization of investment documents to save your team time and effort throughout the investment process.

Download the Integration Guide

Superior content management for alternative investors

  • Collect investment documents and extract data from multiple sources through automation
  • Securely and centrally store documents for future access and use 
  • Streamline processes, drive operational efficiencies, and execute downstream document management tasks
  • Use custom tags to add context and increase searchability of research content 
  • Leverage Bipsync Rules Engine to establish fully automated investment end-to-end workflows 

 

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