SEI Selects Canoe Intelligence to Power Alternative Investment Data Management

SEI Investments Company

OAKS, PA — SEI (NASDAQSEIC) announced an expanded strategic partnership with Canoe Intelligence to automate and bring new efficiencies to the alternative investment document and data workflows within SEI’s Archway Platform℠. The Archway Platform is delivered by SEI Family Office Services.

SEI Family Office Services will leverage Canoe’s industry-leading alternatives document collection and data extraction technologies for their outsourced service clients, enhancing SEI Family Office Services’ ability to scale its operations and deliver exceptional value to their end-clients who invest in alternative assets. Since 2020, Canoe and SEI Family Office Services have worked together to deliver alternative investment data more accurately and efficiently from Canoe to the Archway Platform for mutual clients. This integration has empowered users of both systems to seamlessly input, track, and report on alternative investment data as a part of their holistic wealth picture.

Ryan Laughon, Head of SEI Family Office Services, said, “SEI Family Office Services has a long history of servicing clients with significant allocations toward alternative investments. With an eye on improving the efficiency and automation of tracking these types of investments, we have prioritized building connectivity between the Archway Platform and complementary technologies like Canoe that provide value for our user community. We’re thrilled to expand our relationship with Canoe and create new efficiencies for our teams who service clients that invest in alternative assets.”

Michael Muniz, Partner and Chief Revenue Officer at Canoe Intelligence, said, “We’re excited to grow our relationship with SEI to continue to drive innovation in the alternatives space. This next step will help arm the SEI team with the technology to automate alternatives document collection and data extraction, freeing up more time to focus on client service and other value-add initiatives. Our team has very much appreciated SEI’s partnership over the years. As our strategic relationship expands, we support both SEI’s clients in achieving new operational efficiencies and the SEI Family Office Services team in transforming their internal processes to support long-term scalability and client satisfaction. Together, we’re looking forward to continuing to raise the bar for the growing alternative investment community.”

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Canoe recently participated in SEI’s exclusive family office client conference, IMMERSION, where they showcased Canoe’s capabilities through live demonstrations and an intimate fireside chat with existing Canoe and SEI clients. Canoe’s recent accomplishments include building traction as the industry-standard solution for alternative document and data management, expanding relationships with other wealth management technology providers, and numerous client engagements with institutional investors and large family offices.

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