This Week’s Vendor News

NEW & UPDATED PRODUCTS

FIS launches Asset Servicing Management Suite. FIS Asset Servicing Management Suite consists of automated and integrated solutions that can help unlock operational efficiency across asset servicing. The suite combines corporate actions processing, proxy voting, class actions claims, operational claims and tax reclaim management. This integrated platform provides transparency and control across the asset servicing lifecycle. The unified platform can replace the need for multiple vendors and minimizes data fragmentation, providing accurate and streamlined data to provide insights. By automating workflows that previously required manual intervention, the suite enables institutions to focus on strategic value creation rather than operational maintenance. Additionally, the suite reduces risk, improves decision-making, provides cost efficiencies and enhances the client experience. ↗

Daloopa launches Daloopa Taxonomy 1.0 to bring structure, consistency, and clarity to fundamental metrics. With 1,258 metrics across Income Statements, Balance Sheets, and KPIs, as well as two new endpoints that help users retrieve all taxonomy metrics or find equivalent metrics across peers, it’s now simple to map, compare, and analyze data at scale. Features include: 1 - Designed for ease of use and flexibility: Simple API implementation, with endpoints that accommodate any formatting or use case: A - Standardized row level data delivered in Machine Readable JSON and CSV formats for ingestion and application. B - 8 API endpoints to support any application and query. C - Source documents linked and mapped to each data point. 2 - Efficient and Proactive: Features to stay up to date with latest updates and pull specific datapoints without processing: A - Lightweight polling options for resource efficient queries. B - Webhook for notification whenever new data is published. C - Best practices and documentation provided to make onboarding as streamlined as possible. 3 - Data Breadth and Quality: Using Daloopa’s proprietary AI workflow, Daloopa can capture historical data points per ticker: A - Data sourced from: SEC Filings, Press Releases, Investor Presentations and Select Transcripts. B - Datapoints provided: GAAP and Non-GAAP Disclosures, Company Guidance, Segment and Geographic Breakdowns, Income Statement, Balance Sheet, Cash Flow figures, and more. ↗

SS&C Technologies unveils new suite of enhanced solutions. The suite includes: 1 - SS&C’s AI agent catalogue features prebuilt AI agents designed to simplify operations in financial services. Delivered as a managed service, the agents help organizations overcome talent shortages and operational bottlenecks securely at scale. 2 - SS&C Insights simplifies data management for alternative investment managers. The enhanced client hub displays timely and actionable information through a modern interface. 3 - SS&C Intralinks Link AI provides deal assistance capabilities across DealCentre and FundCentre. Capabilities include the 'Ask Link' conversational AI assistant, real-time document analysis, and data extraction for LPs. 4 - SS&C Black Diamond Wealth Solutions combines SS&C’s Black Diamond Wealth Platform with SS&C's full suite of wealth management solutions to enable wealth managers to manage their technology and operations needs in one place. 5 - SS&C WalletShare enables asset management firms to optimize their distribution resources by identifying opportunities and risks across their markets. An embedded suite of analytics integrates customized insights to scale analysis. ↗

Similarweb introduces Similarweb Web Intelligence 4.0. Similarweb Web Intelligence 4.0 is a scalable platform that grows with your business. Users can start with the insights they need today, then expand to more data, coverage, and advanced intelligence as goals evolve. Key advantages include: 1 - Modular design: Choose only the tools needed – Intelligence, SEO, PPC, or the full suite – and scale as goals evolve. 2 - Adaptive workflow: The platform adapts to your work style, offering a simple setup for small teams and customization for advanced users. 3 - Seamless integration: Connect Web Intelligence 4.0 data into dashboards, Similarweb's API, or internal systems with real-time insights. ↗

FINTRX launches AI Elements to turn AI prompts into structured Intelligence. AI Elements gives users the ability to build their own intelligence layer inside FINTRX. Create custom data fields using simple natural language prompts and watch FINTRX AI instantly generate structured data points across RIA, broker-dealer, wealth team, and family office records. Every Element a user creates becomes a native data point within FINTRX, available in firm and contact profiles, searchable, filterable, exportable, and fully integrated with their workflow. Use AI Elements to: 1 - Create product fit scores, 2 - Build momentum signals, 3 - Generate breakaway risk indexes, 4 - Draft personalized outreach notes. ↗

qashqade launches its latest release, version 25.0.0. This update introduces a redesigned engine and enhanced user experience that can change how firms access, manage, and calculate allocations across complex structures. Until now, qashqade has been used by accountants and operations teams to calculate waterfalls and produce reports. With Release 25.0.0, the platform now also provides managers with real-time access to fund performance and partner results. What previously required running reports is now available in just one click. An important platform enhancement is the expansion of qashqade’s waterfall engine. It now supports any type of allocation calculation: from fund distributions to GP carry, capital events, share-based waterfalls, and beyond. This universality unlocks new use cases for private markets participants. Additionally, the release introduces a rebuilt architecture designed for scalability. Complex requirements can now be addressed quickly. ↗

Owlin launches its product release update for Q3 2025. The platform enhancements from this release are: 1 - expanded risk scores across the platform: What’s new? A - Risk scores now appear in Events: Each event in a company’s risk narrative is now scored (High or Moderate), helping users see escalation patterns. B - Consistent scoring and use-case centric framework: Whether screening, monitoring, or reviewing news developments, risk scores now follow the same logic, ensuring consistent interpretation across use cases. Moreover, the framework adapts to the use case: for one-time screenings, all historical events are considered, while in continuous monitoring, recent developments carry more weight to reflect the current risk impact. C - Immediate prioritization: Quickly identify which events or entities deserve investigation. 2 - Enhanced risk taxonomy and lenses: What’s new? A - Updated risk naming conventions for clarity and consistency. B - New risk labels: For example, Owlin added Boycotts and Protests, addressing demand for visibility into public sentiment risks. B - Expanded sublenses: For better organization of risk labels into sublenses. 3 - Improved consumer review categorization: What’s new? A - Granular issue types that cover a range of operational and reputational concerns. B - Enhanced AI-driven analysis for detection of sentiment shifts across platforms and languages. C - Trend recognition to identify recurring issues fast. ↗

Fundwave launches AI Inbox, a new Gmail and Outlook integration to connect your inbox to Fundwave. Features include: 1 - Link emails to companies, 2 - View emails in context - all linked emails are on company page, 3 - AI-powered intelligence - use AI to extract metrics from emails and attachments. ↗

Dealroom.co introduces Manitoba’s innovation ecosystem: a complete view of Manitoba's startup ecosystem. Users can search hundreds of companies, explore funding trends, discover active investors, and identify emerging opportunities. VentureMap Manitoba gives real-time visibility into the province’s growing startup and venture landscape. VentureMap Manitoba brings together startups, investors, and funding activity in one place, helping founders get discovered, investors find opportunities, and policymakers track innovation trends that shape economic growth. ↗

FTSE Russell and StepStone Group launch the FTSE StepStone Global Private Market Indices. This series of und-level indices represents a market barometer for global private markets performance, utilizing daily data from StepStone. These indices set the foundation for total portfolio benchmarking when integrated with FTSE Russell’s liquid index range across public asset classes. The initial cohort of FTSE StepStone Global Private Market Indices are now available in key strategies and regions under two methodologies: 1 - Daily Market Indices – a daily, market-calibrated benchmark that extends the cash-adjusted indices by incorporating estimated mark-to-market valuations derived from relevant public market indices and their historical relationships with private market strategies. 2 - Daily Cash-Adjusted Indices – a daily benchmark following industry standards in private markets by rolling forward reported NAVs using real-time contribution, distribution, and currency movements. ↗

PitchBook’s private capital market intelligence is now accessible in Claude. The integration allows customers to access PitchBook’s proprietary data through conversational prompts inside Claude. This launch builds on the previously launched Claude integration with Morningstar, PitchBook’s parent company. Together, PitchBook and Morningstar are further expanding access to trusted financial intelligence across both public and private markets. PitchBook subscribers can now an now access its data in an enterprise AI environment, accelerating research and decision-making for financial professionals. For financial institutions, this integration transforms how analysts, bankers, and investors access and apply private market intelligence, streamlining workflows such as deal sourcing, due diligence, market mapping, and valuation analysis. ↗

DEAL ACTIVITY

Transparity acquires Xpedition. Transparity is a cloud-based, pure play Microsoft partner. The combined business will deliver end-to-end capability across Dynamics 365, Azure, Cyber, AI, and more, bringing scale, experience and enhanced capacity to help organizations embrace the AI-powered future of CRM and ERP. This acquisition has fueled expansion initiatives including headcount investment, new offices side-by-side with Microsoft in London, a unified brand, and the launch of new products including AI Factory. ↗

Qapita acquires Punch Financial to bolster fund administration and create a unified private market platform. The integration of Qapita and Punch Financial will create an enhanced offering for fund managers, and investors, combining AI-enabled technology with expert service delivery. Through this acquisition, Qapita will integrate Punch Financial's fund accounting and administration services with its proprietary AI-led product suite. This acquisition will enable funds to streamline operations across fund setup, capital calls, distribution calculations, reporting, compliance, and LP engagement, all on a single digital stack. ↗

Bain Capital invests in Innocap. Innocap Investment Management, a dedicated managed account platform, is receiving a strategic growth investment from Bain Capital Tech Opportunities. This investment will advance Innocap’s next stage of growth and help enhance its technology-enabled service model, helping institutional investors structure, access, and oversee alternative portfolios with transparency and efficiency. Financial terms of the minority investment were not disclosed. The transaction is subject to customary closing conditions and regulatory approvals and is expected to close in Q1 2026. ↗

iCapital makes strategic investment in LYNK Markets. iCapital has also partnered with LYNK Markets to scale adoption of alternatives through Private Alternative Investment Fund Notes. This partnership delivers a scalable cross-border investment solution through Private ETNs—registered securities that expand access to alternative investments across the Latin American wealth channel. Through this partnership, asset managers can embrace alternative fund strategies, simplifying investment processes, due diligence, reporting, and settlement via international settlement platforms. Each Private ETN carries a unique ISIN for global distribution, accelerating time to market, strengthening offshore channels, and reducing operational complexity while preserving client confidentiality. Wealth managers benefit from exposure to alternatives with lower investment thresholds, simplified onboarding, real-time insights, and built-in regulatory confidence via iCapital Marketplace. This new solution is set to be integrated by January 2026. Terms of the agreement were not disclosed. ↗

PARTNERSHIPS & INTEGRATIONS

LSEG expands partnership with BlackRock and enhances private markets data offering with new Preqin data feeds. Through a new data integration, LSEG’s users will gain insights in private markets and alternative assets by accessing Preqin data through LSEG’s Workspace platform and Data & Feeds products. Additionally, LSEG and BlackRock have also enhanced their data integrations in two other areas. LSEG has renewed its multi-year partnership with BlackRock’s Aladdin platform bringing platform access to LSEG’s Pricing and Reference Services data to power their investment decisions. BlackRock has also extended its partnership with FTSE Russell, enabling BlackRock to continue to licence the index provider’s benchmarks to create a variety of investment vehicles for its clients. ↗

Finster AI and Preqin partner to expand alternative assets coverage. Finster AI has integrated Preqin's data into their AI platform, giving users access to Preqin's private market intelligence datasets. By partnering with Preqin, Finster AI will deliver enhanced market insights, integrating Preqin's data to optimize research and decision making, providing an additional layer of data coverage. Finster users will now be able to: 1 - Access fundraising and transaction metrics across private equity, venture capital, private debt, real estate, infrastructure, natural resources, and secondaries. 2 - Assess fund performance using benchmarks and indices across the private capital ecosystem. 3 - Instantly screen across deals and funds based on defined criteria. 4 - Integrate Preqin’s market research and thematic reports to provide insights into the private markets space. ↗

Goji partners with StepStone Group to digitize their private markets evergreen fund strategy. As part of this partnership, StepStone Private Wealth Solutions is using Goji's technology to expand investor access to several of their evergreen funds. By partnering with StepStone, Goji is supporting StepStone's strategy by providing: 1 - Expanded access: Digital onboarding for HNWIs and family offices. 2 - Streamlined operations: Scalable fundraising without administrative cost increases. ↗

PM Insights partners with Monark Markets to integrate transparent pricing in the VC-backed company ecosystem. PM Insights and Monark are enabling access to Pre-IPO market pricing data from PM Insights within the Monark APIs. Through the partnership, brokerage partners in the Monark API network will be able to access the PM Insights Pre-IPO pricing data, promoting pricing transparency within the Pre-IPO market and increasing the reliability of trading. Clients of Monark Markets can now add pricing data from PM Insights on hundreds of late-stage private companies, bringing the Pre-IPO market closer to resembling the experience of trading public equities. ↗

Arch enhances tax reporting solution with Schwab Advisor Services 1099 integration. Arch's 1099 integration with Schwab Advisor Services pulls mutual client data into the Arch platform. The integration expands Arch’s tax capabilities beyond K-1s, providing a complete tax view for its client base of ultra-high-net-worth investors, single- and multi-family offices and registered investment advisors. This new integration streamlines coordination among investors, advisors and accountants, allowing them to securely access tax documents in one place. This reduces time spent chasing paperwork across systems, improving data accuracy and overall tax-filing readiness. ↗

Tracxn unveils new CRM integrations, that are now live. These new CRM integrations allows users to bring Tracxn's data directly into the tools they use every day, letting them open Tracxn within their CRM workspace for smooth navigation. :With these new integrations, users get: 1 - Streamlined workflow: Access company profiles, funding data, and market trends directly from your CRM. 2 - Real-time insights: Enrich your pipeline opportunities and update client records with live Tracxn data. 3 - A growing ecosystem: Tracxn is continuously expanding its integration library to support different tools. ↗

Chronograph collaborates with Anthropic to bring Chronograph data into Claude. This integration enables private equity professionals to leverage their portfolio data on Chronograph within Claude, taking advantage of Claude's LLM capabilities. Chronograph data can now be accessed directly within Claude via Anthropic's Model Context Protocol. By integrating directly with Claude, Chronograph users can query their private investment portfolio using natural language, enabling instant analysis of their data, enhanced collaboration with colleagues, and seamless integration with other datasets. The Chronograph connector for Claude is available now to Chronograph clients with a paid Claude subscription. ↗

Clermont Trust USA goes live on the SEI Wealth Platform. Clermont Trust USA, an independent trust company serving family offices and high-net-worth individuals globally, is now leveraging an optimized configuration of SWP and a streamlined implementation model designed for regional and community banks and trust companies managing less than $1 billion in assets. The streamlined SWP configuration is designed to offer community banks and trust companies a suite of services and capabilities and access to SEI’s asset management offering. The solution can be implemented on a condensed implementation timeline, allowing firms to transfer assets, enhance their technology and user experience, and gain operational efficiency. SEI’s trust accounting and wealth management ecosystem of solutions for community banks and trust companies includes: 1 - Direct access to SEI’s investment strategies and asset management tools. 2 - An end-client portal and advisor views for interactive access to customers’ financial information. 3 - Reporting and analytics tools that deliver wealth insights. 4 - Business process outsourcing. 5 - Add-on platform services and on-demand access to industry expertise to support scale and growth. ↗

Bloomberg adds Hamilton Lane Private Market Indices to the Bloomberg Terminal. Bloomberg has added Hamilton Lane’s suite of twenty private market closed-end fund performance indices to the Bloomberg Terminal and Data License, providing investors with new data and analytical tools to evaluate and compare performance. Selecting Bloomberg as a distribution channel marks a step in making Hamilton Lane benchmarks broadly available to the investment community, expanding access to data and driving transparency across the asset class. ↗

NEW CLIENTS

Bridge Alternative Investment Solutions selects Allvue Systems as its technology provider to enhance fund administration. By combining Allvue’s AI-powered platform with Bridge’s service model, private capital managers benefit from streamlined fund accounting, real-time transparency, and customized client experiences that scale with their growth. ↗

Balentic welcomes VenCap International to the Orca platform. VenCap International is an independent investment advisory firm focused on investing in venture capital funds in the US, Europe, China and India. ↗

OFFICE & PERSONNEL

Matthew Kordonowy starts new position as Head of Client Success at Filament Syfter. In this new role, Kordonowy will be focused on making sure that partners get maximum value from Filament Syfter's deal origination and market monitoring platform. For the last few years, Kordonowy was a Senior Industry Cloud Architect at Intapp, where he spent around 10 years in total. ↗

SimCorp makes two key appointments to its APAC leadership team. Jesper Tyrer joins as Head of Sales, APAC. Tyrer brings a track record of helping investment firms scale through technology, with prior experience at Bloomberg and as a company founder. Prior to SimCorp, he spent eight years at BlackRock, most recently as Head of APAC Aladdin Business Development. Medi Tuku joins as Head of Solutions Engineering, APAC, and he will lead a team of solution specialists focused on delivering end-to-end investment and risk management solutions to both prospective and existing clients. Most recently, Tuku was the Head of Pre-Sales for BlackRock Aladdin in the APAC region. Tuku and Tyrer are based in Singapore and will report to Edward Bee, Senior Managing Director, Head of APAC. Both appointments are effective immediately. ↗

Sonata One appoints Sam Cushing as Director of People and Culture. In this newly created role, Cushing will lead and scale Sonata One's global people strategy, supporting continued growth through: 1 - Establishing a talent acquisition programme, to expand the team; 2 - Creating learning and professional development opportunities that help people grow their careers with Sonata One. Cushing brings over 20 years of HR and leadership experience across fintech, healthtech, and cleantech businesses. ↗

Dante Rebelo is the new Director - Private Capital Markets at Nasdaq Private Market. Until recently, Rebelo was the Director - Capital Markets at Forge. He also spent around eight years at Bank of America. ↗

Ideals expands across Latin America and welcomes Joseph Kalim to the Brazil team. Kalim is the new Director, Business Development. Before joining Ideals, Kalim was Regional Vice President - Sales at Datasite, where he spent the last five years. ↗

VENDOR RESEARCH & WHITEPAPERS

Altvia has a new blog, "How Top Fundraisers Are Winning in Today’s Market". Altvia states: "success isn’t just about relationships anymore. It’s about how you operate.". In this blog, Altvia goes over five lessons learned from the market. ↗

CENTRL has a new blog, "Moving Beyond Legacy Content Management: The Mindset Shift That Unlocks True Response Automation". CENTRL feels that traditional CRM systems function as glorified document repositories and a place to store information, rather than accelerate its use. Many have failed to deliver the promise of true response automation. In this blog, CENTRL explains why it feels that moving off of legacy systems isn’t just about adopting new software. It’s about rethinking how your firm approaches the entire response lifecycle, how knowledge is captured, shared, maintained, and used to drive client engagement and business growth. ↗

AWARDS

LSEG Data & Analytics wins two awards at the Global Retail Banking Innovation Awards 2025. LSEG has won for: 1 - Best Gen-AI Chatbot Initiative – By a Vendor, and 2 - Best Digital Wealth Offering – Data Services. ↗

deepsense.ai wins at the European AI Awards. deepsense.ai has been named AI Advisory Firm of the Year (Enterprise) at this year's awards. ↗

FIS Balance Sheet Manager wins award for “ALM Solution of the Year” at Risk Asia Awards 2025. The Risk Asia Awards celebrate achievements in financial technology, innovation, and risk management across the Asian region. FIS Balance Sheet Manager is designed to help financial institutions optimize their risk and return profile by providing a view of risks embedded in their balance sheet, and enabling them to optimize profitability while controlling for solvency and liquidity requirements. ↗