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ease
features
design
support

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Write a Review

Description

Canoe is pioneering a revolutionary AI solution that is set to redefine the landscape of alternative investments. By utilizing innovative cloud-based machine learning technology, Canoe enhances the processes of document collection, data extraction, and various data science applications. In just a matter of seconds, we convert intricate documents into actionable insights, providing allocators with advanced tools to enhance their operational efficiencies. Our system methodically categorizes, renames, and stores documents within a secure cloud-based repository. We harness the power of AI and machine learning-driven collective intelligence to pinpoint, extract, and standardize essential data. Rigorous accounting, business, and investment rules are applied systematically to maintain data integrity. Furthermore, we facilitate the seamless delivery of this data to any downstream system through APIs or compatible flat-file formats. Since our inception in 2013, our dedicated team of industry professionals has been continuously refining Canoe’s technology, fundamentally changing how alternative investors and allocators access and utilize their data for better decision-making. This commitment to innovation ensures that we remain at the forefront of transforming investment strategies in an increasingly complex financial landscape.

Description

Collect is an easy-to-use secure portal solution that allows you to collect and manage documents for clients. From Fortune 500 companies to small agencies and professional services providers. Collect is highly customizable, with advanced branding and white-labeling options to match a wide range of use cases. Collect allows teams to be more productive in document collection thanks to advanced features like automatic reminders, assignments, validation processes ,..., and validation workflows It can also be integrated with existing tools. // Be more productive Collect was designed to help you be more productive. // Make a good impression Collect can help you move your brand forward. Your logo and colors will be displayed on your client portal and communications. You can even have a white-label client portal. // Keep your workflow secure Collect takes security seriously and adheres to world-class security standards. Collect has data centres in the US and EU.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Slack No 
Stackreaction No 
Zapier No 

Integrations

Slack Yes 
Stackreaction Yes 
Zapier Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$39 /month
Starter: $39 /month
Pro: $79 /month
Business: $199 /month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Canoe Intelligence

Founded

2017

Country

United States

Website

canoeintelligence.com

Vendor Details

Company Name

Collect

Founded

2019

Country

France

Website

www.usecollect.com

Product Features

Data Extraction

Disparate Data Collection No 
Document Extraction No 
Email Address Extraction No 
IP Address Extraction No 
Image Extraction No 
Phone Number Extraction No 
Pricing Extraction No 
Web Data Extraction No 

Product Features

Admissions and Enrollment

Application Management Yes 
Assessment Management Yes 
Candidate Management No 
Colleges / Universities Yes 
Evaluation Management No 
Fee Management No 
Financial Aid Management No 
Forms Management Yes 
K-12 No 
Recruiting Management Yes 
Scoring No 
Self Service Portal Yes 

AML

Behavioral Analytics No 
Case Management Yes 
Compliance Reporting Yes 
Identity Verification Yes 
Investigation Management No 
PEP Screening No 
Risk Assessment No 
SARs No 
Transaction Monitoring Yes 
Watch List No 

Applicant Tracking

Assessments No 
Background Screening Yes 
Candidate Management No 
Collaboration Tools Yes 
Internal HR No 
Interview Management No 
Interview Scheduling No 
Job Board Posting No 
Job Requisition No 
Onboarding Yes 
Recruiting Firms No 
Reference Checking Yes 
Resume Parsing No 
Resume Search No 
Self Service Portal Yes 
Workflow Management Yes 

Audit

Alerts / Notifications No 
Audit Planning No 
Compliance Management Yes 
Dashboard Yes 
Exceptions Management Yes 
Forms Management No 
Issue Management Yes 
Mobile Access No 
Multi-Year Planning No 
Risk Assessment Yes 
Workflow Management No 

Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly No 
Document Capture No 
Document Conversion No 
Document Delivery No 
Document Indexing Yes 
Document Retention No 
Electronic Signature No 
Email Management Yes 
File Recovery Yes 
File Type Conversion No 
Forms Management Yes 
Full Text Search No 
Offline Access No 
Optical Character Recognition No 
Print Management No 
Version Control Yes 

File Sharing

Audit Trail Yes 
Chat / Messaging Yes 
Collaboration Yes 
Document Management Yes 
Drag & Drop Yes 
Electronic Signature No 
Encryption Yes 
File Synchronization No 
Search No 
User Management Yes 
Version Control No 
Workflow Management Yes 

Legal Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Yes 
Contract Management No 
Document Assembly No 
Document Indexing No 
Document Tagging No 
Full Text Search No 
Version Control Yes 

Loan Origination

Amortization Schedule No 
Audit Trail Yes 
Closing Documents Yes 
Compliance Management Yes 
Customer Database Yes 
Digital Signature No 
Document Management Yes 
Fee Management No 
Loan Processing No 
Online Application Yes 

Mortgage and Loans

Amortization Schedule No 
Client Database Yes 
Closing Documents Yes 
Commercial Mortgages No 
Contact Management Yes 
Credit Reporting No 
Customer Statements Yes 
Document Management Yes 
Electronic Applications Yes 
Government Loans No 
Loan Origination No 
Loan Servicing Yes 
Pipeline Management No 
Pre-Qualification Yes 
Refinance Management Yes 
Residential Mortgages Yes 

Onboarding

Course Management No 
Document Management Yes 
E-Verify / I-9 Forms Yes 
Electronic Forms Yes 
Electronic Signature No 
Employee Handbook No 
Employee Portal Yes 
File Management Yes 
Job Description Management No 
Orientation Management No 
Self Service Portal Yes 
Task Management No 
Tax Forms No 
Training Management No 

Workflow Management

Access Controls/Permissions No 
Approval Process Control Yes 
Business Process Automation No 
Calendar Management No 
Compliance Tracking Yes 
Configurable Workflow Yes 
Customizable Dashboard Yes 
Document Management Yes 
Forms Management Yes 
Graphical Workflow Editor No 
Mobile Access No 
No-Code Yes 
Task Management No 
Third Party Integrations Yes 
Workflow Configuration Yes 

Alternatives

Alternatives