Bipsync and Canoe Intelligence
Mutual clients can leverage Canoe to automatically retrieve investment documents from multiple sources and store those documents securely with Bipsync for future use. Documents are systematically transferred from Canoe to Bipsync via a technical API integration.
Automated Ingestion
Seamlessly collect, categorize, and sync investment documents
Streamlined Workflows
Structured documents flow into Bipsync, ready for search, tagging, and collaboration
Greater Accuracy, Less Risk
Reduce errors and ensure a reliable audit trail with standardized data handling
