This Week’s Vendor News

NEW & UPDATED PRODUCTS

Persefoni introduces its new Investments Positions Manager, to help with simplifying data ingestion, improving transparency, and enabling insights for financial institutions. Features of the Investments Positions Manager include: 1 - A single, unified upload template that supports business loans, corporate bonds, equity, and project finance across all data quality scores. By consolidating nearly 40 templates into one, the revamped module reduces friction in data ingestion and incorporates a refined error resolution process to make uploads efficient. 2 - The platform also removes the need to pre-determine the right data quality score. Instead, it automatically applies the best and lowest applicable score based on the data provided, ensuring both accuracy and consistency. 3 - Where possible, Persefoni enriches listed instruments with financial and emissions data using its best available data model logic. This enhancement improves data completeness and reliability, giving financial institutions a strong foundation for analysis and reporting. 4 - Persefoni also expanded the structure of the Financial Services data model through revamped catalogs for Entities, Investments, and Real Assets. These provide a clear and organized view of portfolios, strengthening reporting accuracy and streamlining the management of financed emissions data at every level. 5 - Persefoni's investment analytics suite has been rebuilt to deliver actionable insights. Users can track KPIs across investments, financing, and real assets, while also drilling into company, sector, and industry views. 6 - Comparative dashboards enable year-over-year and fund-level analysis, making it easy to spot trends, benchmark performance, and guide strategy. ↗

S&P Global launches S&P Capital IQ Pro Document Intelligence on Salesforce's AgentExchange. S&P Capital IQ Pro Document Intelligence will help customers simplify the analysis of company documents. This new tool helps users extract insights, evaluate risks and gauge sentiment from earnings call transcripts and regulatory filings. The S&P Capital IQ Pro Document Intelligence GenAI tool integrates S&P Global's transcripts and filings data to provide insights, sentiment analysis and more, directly within Salesforce. This helps users analyze critical documents directly in their CRM tool, improving productivity. With these insights, users can generate emails, create events, and update account strategies in response to market and company changes. Agentforce customers will be able to install the S&P Capital IQ Pro Document Intelligence application from the AgentExchange for trials, with full access available with a S&P Global Market Intelligence license. ↗

CAIS unveils CAISey, an AI solution to streamline the alternative investment experience for advisors. Embedded directly into the CAIS platform, CAISey uses advanced language models and data intelligence to help advisors surface, evaluate, and compare investments. Key features of the new solution include: 1 - Conversational Discovery: Advisors can ask CAISey questions such as “What are the liquidity terms for these private credit funds” or “Which real estate funds on the platform have these investment objectives?” and receive clear, data-driven responses in seconds. 2 - Fund Intelligence: CAISey centralizes information from fund documents, providing advisors with a single point of access to analyze, and evaluate investment products across the CAIS platform. 3 - Integrated Learning and Insights: Supported by CAIS IQ, CAISey connects fund data with educational resources, enabling advisors to learn and apply insights within one streamlined ecosystem. ↗

Deloitte launches Scout: an AI learning assistant delivering personalized development for professionals. Scout is focused on the growing need for personalized learning and can help connect Deloitte professionals with learning assets and experiences. Key features of Scout include: 1 - Delivering a learning experience based on an individual’s role, past learning activity, content preferences and development goals. 2 - Surfacing answers to learning questions in seconds, adapting to each user’s style and keeping development on track with timely nudges. 3 - Supporting growth at key career moments — such as stepping into a new role or taking on expanded responsibilities — whether upskilling for a project or exploring a new capability. 4 - Enabling upskilling and reskilling and providing predictive learning insights. ↗

BlackRock's Aladdin Wealth introduces “Auto Commentary” feature designed to help financial advisors deliver personalized and efficient client service. The new “Auto Commentary” feature turns portfolio analytics and client-level investment preferences into insights, helping financial advisors craft relevant narratives to deepen client relationships by delivering meaningful and differentiated conversations. Auto Commentary brings together three inputs: 1 - the Aladdin Wealth platform’s data and risk analytics, 2 - an individual firm’s CIO market outlook, and 3 - information about the client’s portfolio holdings and investment preferences. ↗

The Contract Network launches two new platform features. These new features are: 1 - Chat with an Agreement — Ask questions right alongside an agreement and get cited answers based on the document itself. 2 - Auto Comments — Run AI Markup and watch your rationale appear automatically from your organization’s playbook. Both features are now live in the TCN platform and Word Add-in. ↗

S&P introduces SPICE IndexBuilder, a new tool from S&P Dow Jones Indices that streamlines the design, testing and ordering of custom indices. Available now to all S&P Dow Jones Indices customers. This new solutionl enables users to independently prototype, backtest, analyze and order customized index solutions—all within a unified interface supported by S&P Dow Jones Indices. ↗

Decimal Point Analytics introduces AI-powered Rent Roll & OSAR Intelligence, a new step forward in lending operations. Designed by Decimal Point Analytics to help lenders: 1 - Cut rent roll & OSAR review time by 80%, 2 - Maintain 99.5% accuracy, 3 - Simplify SBA/CRE loan processing, 4 - Generate audit-ready, decision-ready data. ↗

Attio unveils new platform enhancements including, ecosystem updates and API and developer improvements. These enhancements are as follows: 1 - Expanding the Attio ecosystem with new apps that connect every part of a GTM stack, from outbound automation to AI note-taking and analytics. These new apps are: Salesforge: Sync contacts, track engagement, and keep your CRM perfectly aligned with your outbound activity. Groovin: Bring LinkedIn data into Attio, including messages, invites, and profiles. Speck: Use AI for pre-call research, note-taking, and follow-ups that learn your style. JustCall: Automatically log calls, texts, and AI insights from every conversation in Attio. Skylar: Run AI roleplays using real Attio data to prep for upcoming calls. Affluent: Generate personalized campaigns and content automatically from your Attio leads. 2 - Attio is adding new capabilities to the API, App SDK, and expanding what the apps can do: The Search Record API is now in alpha, for developers to search and retrieve records programmatically, without manual exports or workarounds. New SDK components are now in beta, letting users build rich app interfaces inside Attio. The PandaDoc app now supports custom objects, so users can pull deal stages, contract types, and other data directly into their documents. 3 - Attio has also added the ability to generate transcripts to fix inaccuracies or recover missing content caused by connection issues or low audio quality. ↗

DEAL ACTIVITY

S&P Global agrees to acquire With Intelligence from Motive Partners for $1.8 Billion. The acquisition will expand S&P Global's data coverage and capabilities across private markets — and enhances its value proposition for GPs, LPs, Intermediaries and Advisors. This acquisition will deliver insights, connectivity and transparency across the private markets ecosystem. It will bring to the market With Intelligence's proprietary fund data and LP/GP relationship intelligence complemented by S&P Global's private company and transaction data for the Front Office. In the Middle Office, customers will access With Intelligence's benchmarking and performance data with S&P Global's workflow and valuation solutions, enriching portfolio management and monitoring. The Back Office will be supported with solutions like WSO to streamline fund activity, performance reporting and transparency for clients. The transaction is expected to close in 2025, or early 2026, subject to customary closing conditions, including receipt of certain regulatory approvals. ↗

Solovis acquired by Insight Partners. ST6, a team of software operating executives, will partner with Insight to help accelerate Solovis' next phase of growth as an independent company dedicated to helping asset owners with unified portfolio intelligence across public and private markets. Financial terms of the transaction were not disclosed. As part of this new chapter with Insight Partners and ST6, Solovis will have the dedicated leadership, resources, and capital to accelerate innovation, scale its platform, and pursue both organic enhancements and add-on acquisitions to expand capabilities. Looking forward, Solovis plans to leverage AI to streamline reporting and reduce manual workflows, giving institutional investors back valuable time to focus on high-value activities. ↗

AlphaSense acquires Carousel. This acquisition adds Carousel’s AI-powered Excel modeling technology to AlphaSense’s generative AI suite, so that users will be able to create and update financial models quickly. Carousel eliminates tedious parts of an analyst’s workflow – extracting data from PDFs and presentations, formatting models, building formulas, and explaining complex logic. This acquisition helps users to: 1 - Build and iterate on models informed by market intelligence: Carousel can both build first drafts and refine models with natural language. With AlphaSense integrated, analysts can incorporate insights from earnings calls, research reports, and filings to drive their modeling assumptions and explore new strategic angles, all without leaving Excel. 2 - Ingest unstructured sources from anywhere into Excel: Carousel already extracts data from user-provided PDFs, CSVs, and presentations. With AlphaSense integrated, analysts can also search across thousands of filings for specific line items buried in footnotes or across multiple 10-Ks, pulling data points directly into models without manual hunting. 3 - Understand, explain, and check models: Model Walkthrough breaks down cell-level formulas into plain language, while Carousel’s chat interface helps users understand how models are architected and laid out. Senior team members can quickly get comfortable with junior team members' work, simplifying reviews, ensuring accuracy, and accelerating onboarding. 4 - Work with context-aware AI directly in Excel: Carousel understands your model's context to help analysts test more scenarios, pursue alternative hypotheses, and stress-test assumptions thoroughly. Analysts gain leverage to pursue insights that would otherwise require days of manual work. ↗

SS&C Technologies completes acquisition of Calastone. The purchase price is approximately US $1.03 billion, subject to certain adjustments. SS&C funded the purchase with a combination of debt and cash. The transaction is expected to be accretive over the next 12 months. Effective immediately, Calastone’s team of 250 employees will join SS&C Global Investor & Distribution Solutions. They will report to General Manager Nick Wright. The combined team will deliver a unified, real-time operating platform to reduce cost, complexity and operational risk for fund industry participants worldwide. Clients will benefit from enhanced distribution, investor servicing and operational scalability. ↗

Salesforce Ventures deploys over $850 million to support the next generation of enterprise AI companies. To date, the firm has invested in 35 AI-first companies whose combined valuations are over $270 billion. The fund’s portfolio includes companies such as Anthropic, Cohere, ElevenLabs, Protect AI, Together AI, and Runway. ↗

PARTNERSHIPS & INTEGRATIONS

Passthrough now integrates with with Allvue, connecting Allvue's fundraising and investor portal solutions with Passthrough's investor onboarding solution. This workflow, data, and experience integration eliminates manual data entry, gives fund managers seamless operations from prospecting through closing, and lets investors go from evaluating to transacting without ever leaving the Allvue platform. This integration eliminates the friction between fundraising and onboarding that often delays closes and frustrates investors. Your team manages LPs in Allvue, and when they're ready to invest, they complete subscription documents through Passthrough's embedded workflow—all without leaving Allvue. Their data then automatically syncs with their Allvue CRM profile for ongoing investor relations. The Allvue-Passthrough integration connects three stages of an investor relations workflow: 1 - Investor prospecting in Allvue: Track prospects and manage outreach through Allvue's fundraising portal. When an LP is ready to commit, Passthrough will launch directly within Allvue in an embedded experience. 2 - Investor onboarding in Passthrough: Investors complete subscription documents through customized workflows. They only see questions relevant to them, and 90%+ complete the process in about 20 minutes. 3 - Data population back to Allvue: Investor data flows automatically into Allvue's CRM via API. ↗

Northern Trust selects Broadridge Global Class Action Services. Northern Trust is expanding its global asset recovery capabilities by leveraging Broadridge Financial Solutions proprietary global class action technology, enabling clients to optimize claim recoveries and increase engagement in settlement processes. Enhancements available with the new service include expanded coverage for more than 35 markets and support for “opt-in" markets where claimants can elect to participate in litigation prior to the suit being settled. In addition, enhanced reporting provides clients with detail over the lifecycle of their class action cases, including upcoming filing deadlines, case summary and claim detail reports, and listings of all claim distributions. The enhanced solutions provide investors with transparency, operational agility and access to global asset recovery opportunities as new laws are passed. ↗

Arch and Archway Group partner to enhance alternative investment management. This new strategic partnership is aimed at delivering a unified, end-to-end solution for UHNW investors and their advisors. This collaboration integrates Arch’s alternative investment data into Archway’s accounting and reporting platform, providing visibility into a client’s portfolio across both private and public investments. The integration of both family office technology platforms will streamline reporting and private investment management workflows for UHNW investors. By integrating with Arch, Archway’s clients will be able to gain a comprehensive view of portfolio performance and be able to access analytics on alternatives. Arch and Archway’s integrated platform is currently being rolled out to joint clients in an initial beta phase, with full availability anticipated later in the fourth quarter. ↗

Tracxn forms strategic agreement with TMX Datalinx to deliver private market intelligence to financial institutions. This collaboration will allow institutional investors across TMX Datalinx's network the opportunity to access data on global private markets by subscribing to Tracxn through TMX Datalinx. This integration will provide insights on startups, companies, emerging sectors, private company financial performance, and transactions. ↗

Netrix Global and Intapp form strategic partnership to enhance services for professional services firms. Through this collaboration, Netrix Global will help organizations accelerate adoption of Intapp’s platform by delivering implementation, integration, and managed services. By joining forces with Intapp, Netrix Global will help professional services firms achieve enhanced productivity, compliance, and client service through: 1 - Deployment of vertical AI-powered solutions for risk management, engagement lifecycle, and document and relationship intelligence, 2 - End-to-end implementation and cloud migration support tailored to professional services workflows. 3 - Ongoing managed services to ensure security, compliance, and platform optimization. 4 - Change management and user adoption strategies. 5 - Resale and optimization of Intapp licensing to help clients maximize value and streamline procurement. ↗

CAIS expands strategic partnerships with Envestnet, Orion, and Vestmark. These expanded technology integrations mark a step toward unifying the world of alternative and traditional investments—enabling advisors across platforms to source, manage, and transact, within a single, streamlined managed account experience. The integrations with Envestnet, Orion, and Vestmark will enable streamlined data connectivity and synchronized workflows across platforms, helping CAIS platform users to: 1 - Manage public and private assets for a seamless portfolio management experience. 2 - Access alternative investments, from subscription-based to ticker-traded products, all supported by independent due diligence. 3 - Streamline the full investment lifecycle—from discovery and allocation to execution, monitoring, and reporting—saving time and effort. 4 - Reduce operational friction across onboarding, trade processing, fund administration, and custodial connectivity. 5 - Enhance portfolio construction with tools and analytics that support alternative investment allocations. ↗

ROYC partnering with Grieg Investor, an independent investment advisor from Norway. Through this collaboration, ROYC will provide technology and infrastructure solutions that enable Grieg Investor and their clients to enhance access to alternative investments and make the management of private market investments easy and efficient. ↗

CAIS to launch secondary marketplace for private funds in partnership with LODAS Markets. This alliance will integrate LODAS’ secondary trading technology directly into the CAIS platform, providing financial advisors with an additional avenue of liquidity and flexibility for alternative investments. By uniting CAIS’ Marketplace with LODAS’ secondary trading technology, the partnership establishes a streamlined entry point for advisors to access and execute secondary transactions at scale. The integrated solution is expected to launch in the first quarter of 2026, enhancing how private market allocations are managed across wealth management. LODAS’ platform is purpose-built for the wealth management community, combining an integrated user experience with full-stack secondaries capabilities. With this integration, advisors can now offer end clients both primary and secondary access to alternatives on one platform. ↗

Deloitte India and OneTrust collaborate to simplify privacy compliance in India. The collaboration combines Deloitte’s domain experience and advisory capabilities on data privacy with OneTrust’s AI-ready governance platform and automated privacy solutions, helping businesses simplify privacy compliance and drive growth. Deloitte and OneTrust have come together to provide businesses with an integrated framework for managing privacy requirements. This alliance simplifies workflows, strengthens consent management and embeds privacy into business operations. The collaboration will assist businesses in enhancing compliance from a manual task into a scalable, automated business function. It will also enable businesses to strengthen governance and accelerate innovation through consent, preference management, and end-to-end implementation support. The alliance will also help businesses build a clear view of data governance and streamline decision-making. ↗

Leverest partners with Intapp to improve how private equity firms navigate debt financing. Leverest, a fintech platform with offices in New York, Palo Alto, London, Frankfurt and Berlin, helps streamline the debt financing process for private equity sponsors, capital markets teams, and debt advisors. Its AI-driven platform matches borrowers with suitable lenders, facilitating everything from initial outreach to termgrid negotiation and documentation—all within a single digital platform. By integrating this capability into Intapp DealCloud, firms can now manage their entire transaction pipeline and financing workflows in one place. ↗

S&P Global Ratings is collaborating with Chainlink to deliver S&P Global Ratings' Stablecoin Stability Assessments on-chain via DataLink. As a turnkey service, DataLink allows data providers like S&P Global Ratings to publish data to blockchains and on-chain markets in a secure and reliable manner—without the need to build or maintain new infrastructure. This initiative makes S&P Global Ratings' stablecoin risk analysis accessible within decentralized finance protocols and smart contracts for the first time. The on-chain SSAs provide real-time access to S&P Global Ratings' stablecoin stability assessments, which evaluate stablecoins on a scale from 1 (very strong) to 5 (weak) based on their ability to maintain stable value relative to fiat currencies. The collaboration enables DeFi protocols, lending platforms, and institutional investors to incorporate S&P Global Ratings' analytical risk assessments directly into their decision-making processes. ↗

Vitech partners with ID.me to strengthen cybersecurity for retirees’ pension access. ID.me is a digital identity wallet that simplifies how individuals securely prove their identity online. This collaboration aims to combat the growing cyber security threat to pension portals by giving retirees a solution for safeguarding access to their benefits. Through the integration of ID.me’s digital identity platform, Vitech pension portals will offer members secure, biometric-enabled logins that meet federal security standards. Key Benefits for Pension Providers and Members: 1 - Enhanced fraud protection: Reduces the risk of account takeovers and payment diversion, safeguarding retirees’ benefits. 2 - Lower support costs: With ID.me’s included member support, pension systems can cut call center volume by 30–60%, delivering cost savings. 3 - Global access: Retirees can securely verify their identity from anywhere in the world, without waiting for PIN codes or mailed forms. 4 - Senior-friendly support: For members who struggle with online verification, ID.me offers live video chat assistance to walk them through the process. ↗

NEW CLIENTS

Callan Family Office installs SUBSCRIBE to scale their private fund investment operations for ultra-high-net-worth families. To launch their new central operating system, Callan Family Office integrated SUBSCRIBE with several other platforms, including Microsoft Dynamics CRM, Addepar, and asset custodians. Callan Family Office had been seeking to enhance automation and inter-system integrations available for private fund investments, as the investment operations team was tasked with tedious manual work, while having to coordinate across various workflows of the asset managers, custodians, fund administrators, and other systems. ↗

Northern Trust appointed as Global Custodian by International Finance Facility for Education. IFFEd, based in Switzerland, is a financing engine for global education. Endorsed by the G20 in 2023, it currently has a triple A credit rating, carries a zero per cent administration fee, and is designed to accelerate public-private partnership. ↗

Balentic welcomes Citicourt & Co and Space4Earth fund on the Orca platform. Space4Earth focuses on technology-driven companies applying satellite-enabled capabilities to dual-use contexts across civil and national applications. The firm invests in Series A and later-stage businesses developing solutions that support both sustainability objectives and security-related functions. Current areas of activity include Earth observation for environmental and operational analytics, thermal imaging for energy efficiency and infrastructure monitoring, and data platforms enhancing transparency and resilience across industries. ↗

OFFICE & PERSONNEL

G2 promotes Tim Sanders to the role of Chief Innovation Officer. Sanders has been with G2 for the last year. Until now he held the position of VP Research Insights. His new role is to understand how technology is transforming SaaS and help both G2 leadership's team and its customers move from theory to practice in the age of AI. ↗

Jason Haft, Chris Storms, Joseph Schultz, Tony Chung and Dakotah Radabaugh of Tenor are the newest members of Juniper Square's Private Equity and Private Credit GTM org. This news follows Juniper Square's recent announcement that it has acquired Tenor Digital to expand private credit solutions for GPs. ↗

PortF appoints Haresh Patel to its Board of Directors. Patel is the Founder and former CEO of Mercatus. At PortF, Patel will focus on three areas: 1 - refining product-market fit as the platform evolves, 2 - accelerating client acquisition among institutional investors, and 3 - ensuring PortF delivers the customer experience that drives retention and referrals in enterprise fintech. ↗

CWAN welcomes Lisa Widdowson as VP, Head of Product for Insurance and Asset Owners. Widdowson brings over two decades of experience in investment operations, technology, and front-to-back transformation experience from EY's Wealth and Asset Management Consulting practice. Throughout her career, Widdowson has developed go-to-market strategies to drive accounts, solutions, technology partnerships, and market segments across asset managers, insurance, asset owners, and private equity firms. Most recently, she was responsible for expanding asset management technology partnerships and collaborated with fintech providers to bring their products to market. In her new role, Widdowson will enhance the value proposition of CWAN's integrated product offering by steering the product vision, strategy, and roadmap for insurance and asset owner clients. ↗

Chris Storms joins Juniper Square as Director of Private Credit Sales. In his new role, Storms will help lead the growth of Juniper Square’s Private Equity, Private Credit, and Loan Fund Administration business. ↗

Vickesh Shah is the new Vice President, Sales - EMEA at LemonEdge. Shah now leads lLemonEdge's sales for EMEA, with a focus on the UK, Europe and UAE. Previously, he led UK Sales efforts at Fund Recs by providing reconciliation automation and regulatory solutions to Asset Managers, Hedge Funds and Fund Administrators. ↗

73 Strings welcomes Anthony Foster as Head of Design, based in New York. At 73 Strings, Foster will play a role in elevating the UI/UX across 73 Strings' Valuation, Monitoring, and Data Intelligence solutions - 73 Value, 73 Monitor, and 73 Extract. ↗

Magnus Billing joins SESAMm’s Advisory Board, strengthening its presence in the Nordics. Billing has more than 30 years of experience in finance, technology, and sustainability. Billing has held several senior leadership roles throughout his career, including CEO of Alecta, the Swedish pension fund with approximately $100 billion in aum, and CEO of Nasdaq Nordics and Baltic Markets. Earlier in his career, he served as Chief Legal Counsel for Nasdaq Europe, overseeing market regulation and governance across multiple jurisdictions. Today, Billing serves as a non-executive director and senior advisor to organizations advancing sustainability and development finance. ↗

Ideals appoints Alice Carnevali and Sarah-May Belmaaziz as new Senior Business Development Managers, based in Paris. Carnevali and Belmaaziz both join Ideals from Datasite where they were Sales Executives. ↗

VENDOR RESEARCH & WHITEPAPERS

UNTAP has a new blog, "Building a Single Source of Truth with One Data". In this blog, UNTAP explains why a single source of truth matters and core principles behind "one data". ↗

Juniper Square has a new blog, "Is your technology driving operational alpha or holding your firm back?" In this blog, Juniper Square explains why it feels that the three pillars of technology-driven operational alpha are consolidation, centralization and intelligent automation. ↗

Anaplan has a new blog, "No/low-code financial consolidation and reporting tools are changing the finance landscape". In this blog, Anaplan explains why it feels that traditional consolidation systems were never truly designed for accounting teams. Anaplan goes over what’s broken with legacy consolidation software. ↗

AWARDS

Arcesium wins Technology Provider of the Year: Overall at the Hedgeweek US Awards 2025. ↗

CWAN awarded with the Excellence in Digital Innovation – Institutional Investors award at the Global Insurance Innovation Awards 2025. ↗

Allvue awarded the Fund Accounting and Reporting Solution of the Year at the Hedgeweek US Awards. ↗

The Winners from the AI in Capital Markets Awards have been announced.

Winners from our Vendor Profiles include:

Alkymi - Most Innovative Use of AI in an Enterprise Data Management Initiative
Bloomberg - Best AI Solution for Historical Data Analysis
S&P Global Market Intelligence - Best AI Solution for Research Summarization
Acuity Knowledge Partners - Best Agentic AI Platform for Capital Markets
Oxane Partners - Best AI Solution for Credit Risk Analysis
Nasdaq - Best AI Solution for Risk Management
Canoe Intelligence - Best AI Solution for Document Management & Data Extraction
FactSet - Best AI Solution for Transaction Cost Analysis
LSEG Data & Analytics - Best AI Solution for Pre-Trade Analytics
Microsoft - Best AI Solution for Data Security

The AI in Capital Markets Awards celebrate AI solutions that deliver tangible, real-world value to financial institutions. ↗