This Week’s Vendor News

NEW & UPDATED PRODUCTS

REDI on LSEG's Workspace officially launches. REDI on Workspace is a streamlined Order Execution Management System fully embedded within the LSEG Workspace platform. It provides traders with a seamless environment to manage trade execution and market data through features including direct order entry, compliance tools and real-time monitoring. Key features include: 1 - Place and monitor equity, futures, and listed derivative orders directly from Workspace. 2 - Manage and amend orders via the integrated Order Blotter. 3 - View real-time updates of positions, P&L, NAV, and exposure via the Positions Blotter. 4 - Customizable layouts to align with your workflow. 5 - Compliance tools to set order limits, restricted trading lists, and notifications. 6 - Leverage existing connectivity via LSEG Autex Trade Route for execution. 7 - Fully embedded within Workspace, enabling smooth transitions from research to execution. ↗

Altss launches new LP Intelligence Platform. This new solution addresses the complexities in private markets fundraising where precision and timing are critical. The platform leverages proprietary OSINT methods and real-time data to help fund managers identify, engage, and close capital more efficiently than traditional static databases. Altss' new platform provides access to the global LP ecosystem with verified, real-time contact information across all major investor categories. The database includes 150,000+ angels and high-net-worth individuals with verified contact details, expanding the addressable market for emerging managers seeking to build LP bases. The platform's ability to segment by investment thesis, geography, and commitment capacity provides advantages in fundraising execution. Coverage spans family offices, endowments, pensions, sovereign wealth funds, foundations, and corporate venture arms, offering a complete view of the institutional landscape. This ensures that fund managers can develop fundraising strategies that consider multiple LP categories and their distinct decision-making processes, investment horizons, and risk tolerances. ↗

Allvue Systems launches Private Credit Intelligence, which expands Nexius into Enterprise Data Solutions. Private Credit Intelligence gives investors access to data that has previously been unavailable at scale. With more than 200 KPIs spanning deals, facilities, borrowers, transactions, and covenants, it enables firms to benchmark terms, monitor risk, and evaluate performance. Structured and anonymized for immediate use, the dataset is designed to plug directly into workflows, analytics, and AI applications, reducing the time and cost of preparing data while improving the quality of insight. Private Credit Intelligence gives investors access to actionable data that has historically been unavailable at scale. With more than 200 KPIs spanning deals, facilities, borrowers, transactions, and covenants, it enables firms to benchmark terms, monitor risk, and evaluate performance with confidence. Structured and anonymized for immediate use, the dataset is designed to plug directly into workflows, analytics, and AI applications, reducing the time and cost of preparing data while improving the quality of insight. ↗

G2 unveils platform enhancements to help software companies in the AI era. G2 has launched new product offerings to help software companies adapt to the new buying journey, amplify their brand influence on in-market buyers, and show a tangible ROI. These new updates include an AI Visibility Dashboard, Competitive Signal Integrations, Performance Analytics Dashboards, Seller and Solutions Pages, Multi-Product Reviews, G2 Advertising, and partnerships with Reddit, Profound, AWS Marketplace, and Futurum. The new product offerings on G2 are: 1 - AI Visibility Dashboard: This dashboard is a new solution stemming from G2’s recently announced partnership with Profound, which provides visibility into where and how a brand’s G2 presence is being cited across various AI platforms. This can help marketers looking to advance their AEO Strategy. 2 - Competitive Signal Integrations for Buyer Intent: New competitive signal integrations allow companies to gain real-time insights into competitive threats for prospects, customers, and active deals. Revealing when buyers are researching competitors on G2 (including activity like viewing a competitor’s profile, pricing page, or comparison page), these signals are now visible directly in my.G2 through partner-integrated solutions with Demandbase, LinkedIn Ads, Snowflake, HubSpot, and Factors.ai. This allows teams to intervene earlier and personalize their outreach before a competitor captures the deal, helping to spot new pipeline and prevent customer churn. 3 - G2 syndicates its verified reviews, taxonomy, and category insights beyond its own marketplace to extend across partner ecosystems. This ensures software buyers, investors, and strategists can see proof wherever they are in their research journey. 4 - G2 is also giving companies control over their brand narrative with new customizations and enhancements to both Seller Pages and Solutions Pages. With these Pages, vendors can present their offerings to better align with their go-to-market strategy. 5 - G2 is launching new Performance Analytics Dashboards. Available for Salesforce and HubSpot customers and by .csv upload, G2’s new dashboard shows companies how their G2 investment impacts pipeline and revenue. They’ll see how the brand presence they’ve built on G2 and G2 Buyer Intent signals is driving pipeline and improving conversions. ↗

CWAN enhances Alternative Assets Solution to tackle private credit market. These new capabilities help institutional investors scale private credit operations, accelerate due diligence, and strengthen regulatory compliance. The new capabilities automate bespoke loan structures, accelerate fund research with AI, synchronize data across asset owners and managers, and consolidate mortgage reporting — enabling institutions to scale allocations to private credit and private funds with speed and confidence. What’s New: 1 - Private Credit Management – Fully integrated with accounting workflows to eliminate manual accruals, cashflows, and bespoke loan calculations. 2 - Fund Research – Applies AI to fund documents and due diligence, reducing review cycles from weeks to days. 3 - Asset Sync – Provides real-time accuracy across asset owners and managers with a single source of truth. 4 - Mortgage Module – Unifies residential and commercial mortgage data, automates models, and aligns reporting to NAIC, Solvency II, and other global standards. ↗

DEAL ACTIVITY

Arch raises $52 million in Series B funding. The round was led by Oak HC/FT, with participation from Menlo Ventures, Craft Ventures, Quiet Capital and others. The funding will support Arch’s expansion and development, with a focus on meeting the needs of institutional investors, private wealth teams and family offices. ↗

Acuity Knowledge Partners acquires Ascent, a European AI and digital services business. This strategic move expands Acuity's Data and Technology Services division and its offering of technology and AI led services and solutions. This acquisition enhances Acuity’s capabilities and expands the firm’s global network of delivery locations. Additionally, Acuity will continue to build on Ascent’s alliance with Microsoft. The transaction is expected to close on September 30 2025. ↗

South Watch LLC is now IQ-EQ. Boston-based South Watch, a hedge fund admin firm, has officially rebranded as IQ-EQ. This relaunch, which has occurred four months after IQ-EQ's acquisition, enhances IQ-EQ's ability to provide fund administration, outsourced CFO support and tax preparation services across the US. ↗

Alphastream receives strategic investment from Intapp to enhance deal execution workflows. Along with the investment, Alphastream and Intapp are expanding their partnership which brings their technologies together to streamline funding and credit workflows using AI. Alphastream's AI-driven platform is available to mutual clients via an integration with Intapp DealCloud. Access to financial document intelligence within Intapp's deal and relationship management platform helps private credit investors make fast decisions across the entire credit lifecycle. Alphastream's document intelligence capabilities now integrates with Intapp DealCloud to accelerate revenue generation in private credit firms. ↗

PARTNERSHIPS & INTEGRATIONS

S&P Global, Cambridge Associates and Mercer collaborate to create Private Markets Performance Analytics. Set to launch in beta by year-end 2025, this partnership will enhance how General Partners and Limited Partners in private markets contribute critical market intelligence. Leveraging the capabilities of S&P Global's iLEVEL portfolio monitoring platform, the solution will deliver aggregated, anonymized insights, including global fund performance monitoring, fundraising tracking and deal analytics. As strategic clients of S&P Global, Cambridge Associates and Mercer leverage the iLEVEL platform for client portfolio analysis, data collection or both. The collaboration creates a new way to classify private markets funds and investments that reflects how the industry operates today. Leveraging iLEVEL as the centralized data exchange, this improved classification system breaks down funds, assets and deals into detailed categories, making it easy for investors to compare similar investments and analyze performance trends. Key features include: 1 - Extraction and normalization of fund performance data across asset classes. 2 - Comparison capabilities for limited partners. 3 - Reduced reporting complexity for general partners. 4 - Enhanced classification system for market analysis. ↗

Carta and Morgan Stanley expand partnership, bringing IPO support and wealth management to private companies. Through this extended collaboration, Morgan Stanley Wealth Management’s suite of services will be integrated into the Carta platform, offering users streamlined access to personalized financial guidance, education and wealth planning resources as their companies progress from startup to public company and beyond. This collaboration enhances the existing Morgan Stanley at Work and Carta collaboration, unlocking a unified experience for Carta users and for companies at every growth stage. Through this partnership with Morgan Stanley Wealth Management, Carta users can expect: 1 - Streamlined digital integration with Carta: Carta customers will have access to personalized Morgan Stanley Wealth Management resources such as financial education and research directly within their Carta portal, with the ability to connect with an advisor when they’re ready. 2 - Access to Morgan Stanley’s product suite: Founders, executives, and employees can leverage solutions across Morgan Stanley such as investment advisory services, financial planning, cash management, retirement solutions, giving capabilities, and intellectual capital. 3 - Liquidity education and guidance: As participants of private companies participate in private liquidity events and eventually transition to the public markets, Morgan Stanley Wealth Management will provide personalized guidance for Carta users based on their specific goals. ↗

S&P Global and Novata extend partnership for joint Sustainability Data Management Solutions. S&P Global’s sustainability-focused business unit S&P Global Sustainable1 and Novata announced are expanding their collaboration, with Novata serving as Sustainable1’s technology partner to power sustainability data management solutions for clients. The expanded partnership will bring together Novata’s sustainability data management and carbon accounting tools, and S&P Global Sustainable1’s sustainability intelligence capabilities to provide companies with insights to manage climate risks, uncover opportunities, and build long-term resilience. The expanded collaboration will target solutions in three areas, including: 1 - carbon calculations, combining disclosed S&P Global Trucost data on large suppliers and the Novata activity-based emission factors to perform Scope 1, 2 and 3 emissions calculations; 2 - regulatory compliance, helping companies to navigate requirements such as CSRD, ISSB, VSME, and California Climate Law with S&P Global Sustainable1’s sustainability reporting services and data captured on Novata’s platform, and; 3 - benchmarking sustainability performance, enabling measurement and comparison of sustainability performance against S&P Global’s Corporate Sustainability Assessment framework with collection and reporting on Novata’s platform. ↗

FactSet Adds J.P. Morgan and Barclays to Aftermarket Research offering. Now, J.P. Morgan and Barclays analyst reports are available as part of FactSet’s aftermarket research offering. Sell-side, corporate, and private capital professionals can access an extensive collection of company-specific aftermarket research and data to perform due diligence and advise on market-moving developments. Clients can search for content by company, theme, or keyword across brokers to gain an understanding of company performance, valuations, sentiment, and forecasts. ↗

KPMG and SWEEP announce strategic partnership to accelerate corporate climate and ESG strategies. The SWEEP – KPMG partnership builds a bridge between auditing and consulting expertise, and digital sustainability data solutions. The partnership will tackle challenges raised by the need for businesses to take action today in order to prepare themselves for a low-carbon economy of the future. The joint aim of this collaboration is to facilitate the transformation of business models so that they fully integrate extra-financial data into their overall performance, in alignment with carbon emissions reductions. ↗

Marathon Asset Management broadens access to its ABL Strategy on iCapital Marketplace. Marathon is a global asset manager specializing in private and public credit. This expanded presence on iCapital provides the wealth management community with another access point into Marathon’s ABL program. Designed as an all-weather strategy, the firm’s ABL program is built on capturing through-cycle value in asset-based investments by creating diversified portfolios. ↗

EFSI enters into a new partnership with Verivend. EFSI is a New York-based private fund administrator. Through this partnership, EFSI’s private debt, private equity, real estate, and venture capital clients can get access to a purpose-built payments platform surrounded by a full suite of investor and investment management products. ↗

Attio now integrates with PandaDoc, so the entire sales cycle, from pipeline to proposal, now lives inside Attio. PandaDoc provides end-to-end document management, from creation, CPQ, eSign, payments, and more. Now Attio users can create, manage, and track documents related to their deals without leaving Attio. How it works: 1 - Create document: Create documents directly within Attio with the embedded Pandadoc editor. Select a template, the recipients of the document and customize. 2 - Track document status: Open the View Documents modal to view all documents associated with the deal, and track the status of each directly from within Attio. 3 - Document status widget: Add a Pandadoc widget to the Deal record pages to track the status of documents at a glance. ↗

NEW CLIENTS

Symmetry Partners selects SEI’s Advisors’ Inner Circle Fund to launch first ETF. Since 2018, SEI has been servicing eight of Symmetry’s mutual funds, and the ETF launch marks an expansion of the strategic partnership, further leveraging SEI’s infrastructure, services, and expertise. Transitioning to an ETF format allows Symmetry Partners to deliver investment strategies like sector momentum in an accessible, scalable, and tax-efficient way. SEI’s operational experience, integrated infrastructure, and collaborative approach gave Symmetry Partners the confidence to bring its first ETF to market through the Advisors’ Inner Circle Fund. ↗

Boothbay Fund Management chooses SS&C for fund administration. Boothbay selected SS&C to help scale its operations, consolidate processes and accelerate reporting. SS&C’s platform will enable Boothbay automate derivatives processing for fast reporting and seamless integration of data into downstream systems. SS&C will support Boothbay’s middle office services, accounting and reporting. Boothbay also uses SS&C Battea for processing and recovery of settlement claims in securities class-action lawsuits. ↗

Agile Investment Management selects CWAN for integrated risk and performance analytics. Agile, a boutique global fixed income manager, needed attribution and risk capabilities that could seamlessly connect with their Enfusion by CWAN order management system. Agile selected CWAN’s risk analytics, including multi-factor modeling and real-time exposure monitoring, since it integrated seamlessly with their existing workflow. ↗

OFFICE & PERSONNEL

73 Strings appoints Jack Jennings as Chief Financial Officer. Jennings has 15 years of experience in accounting and finance, having held senior leadership roles at UK fintech Calastone and at the SaaS company SightCall. In his new role, Jennings will help drive 73 Strings’ financial strategy, optimizing operational efficiency, and leading initiatives to support 73 Strings' growth plans. He will also help 73 Strings navigate new market opportunities, secure strategic investments, and scale sustainably. ↗

Northern Trust appoints Jessica Donohue as Global Head of Product Management for Asset Servicing. In this role, Donohue leads strategy and oversight to ensure that Northern Trust Asset Servicing products and solutions provide meaningful value to clients and closely align with Northern Trust’s growth priorities. She reports directly to Asset Servicing President Teresa Parker. Donohue brings nearly 25 years of industry experience, most recently serving in senior leadership roles at State Street Bank and Trust Company, including as Global Head for the Asset Owner segment and as Head of Global Investment Insights, Sustainability and Impact. While at State Street she also held senior leadership roles in innovation, advisory and information solutions, and Head of Performance & Analytics for institutional and asset manager clients. ↗

Attio appoints Philip Beevers as Vice President of Engineering. Beevers joins Attio with over two decades of engineering leadership at technology companies. He most recently served as SVP of Engineering at Snyk, where he oversaw teams responsible for the company’s flagship products, powering the majority of its revenue. Prior to this, he was CTO at Evroc, helping to shape the strategy of Europe’s hyperscale cloud initiative. Earlier in his career, Beevers spent nine years at Google, rising to VP of Engineering and leading global teams of more than 1,000 engineers across Cloud Monitoring, Logging, Serverless, and Site Reliability Engineering. ↗

Moonfare welcomes Tom Hibbert as its new VP of Engineering. In this role, Hibbert will help drive Moonfare’s growth and help enhance Moonfare's platform for investors worldwide. Hibbert's previous experience has been with companies such as J.P. Morgan, Deutsche Bank and BlackRock. ↗

Robin expands in Singapore. With its Singapore AWS deployment, Robin can now deliver full in-country AI support. What does this mean? 1 - Fast answers with in-country reports and chat – Get instant summaries, legal insights, and analysis using AI models, all processed in Singapore. 2 -Multi-Contract Chat – Compare, analyze, and ask questions across multiple contracts at once, powered by in-region embedding support. 3 - Secure document handling – Process contracts, agreements, and PDFs locally with AWS Textract. ↗

ListAlpha welcomes Andrii Rushchak to its team, as a Senior Technical Consultant. Rushchak brings prior experience in data analytics, customer support and technical skills. ↗

Holland Mountain introduces Betty Chan as a new Consultant. Based in the US, Chan joins the consulting team to support clients across a range of transformation and technology projects - helping them streamline operations and advance their digital maturity. ↗

SWEEP is expanding its US footprint with a new Denver office. This move marks a new milestone in SWEEP's North American growth plan. ↗

VENDOR RESEARCH & WHITEPAPERS

Nth Round has a new blog, "3 Questions That Expose Shareholder Administration Gaps". In this blog, Nth Round states that shareholder administration is only “fine” until it isn’t. The gaps in processes or systems become big stressors under pressure. Nth Round goes over 3 questions to find out if your setup can withstand the next busy season, or if it’s already showing signs of strain. ↗

Northern Trust has a new blog, "The Power of Private Funds to Expand Distribution". Northern Trust feels that incorporating private markets into traditional investment products offers managers an improved way to diversify portfolios, the potential to enhance returns, and meet shifting client expectations. But the adoption of these private market investments into traditional investment vehicles requires operational preparation, which is discussed in this blog. ↗

Digify has a new blog, "PDF & document tracking: Know who has viewed your PDF and documents". In this blog, Digify asks the question of why is PDF file and document tracking useful? In this blog, Digify goes over three reasons why you should consider using PDF file and document tracking features. ↗

Grata has a new blog, "What Is AI Model Annotation and What Does It Have to Do with M&A?". In this blog, Grata dives into what AI model annotation is, how it works, and why it’s crucial for efficient M&A workflows. ↗

AWARDS

SimCorp wins Best Buy-Side Managed Services Platform at Data Management Insight Awards USA 2025. This award recognizes SimCorp's Data Management Services for simplifying data operations and reducing data costs for investment managers. ↗

iCapital took home TWO SRP Live Americas Awards 2025 for Best Tech Provider and Best Broker Dealer. ↗

Alkymi wins Best AI-Based Data Management Capability at the 2025 Data Management Insight Awards USA. This award recognizes technology providers who are pushing the boundaries of innovation and delivering real value to financial institutions. ↗

Allvue wins Best Multi-Agent / Human-Agent Interaction (TIE) for North America at Vista Equity Partners’ Global Hackathon. ↗