This Week’s Vendor News
NEW & UPDATED PRODUCTS
Acuity Knowledge Partners rebrands to Acuity Analytics. Acuity Analytics is now the new trading name for the firm. The new brand is supported by a redesigned website that gives users an up to date view of the firm’s expanded capabilities. Acuity's new website can be found at: www.acuityanalytics.com ↗
Verivend launches Veriform, a configurable solution that turns legal documents into digital subscription workflows. Veriform is a digital solution that combines onboarding, document completion, and e-signatures into one seamless experience for GPs, LPs, and all parties within a transaction. This new product enables GPs, LPs, law firms and fund administrators to replace manual processes and documents with a customizable experience for managing subscription documents. Built as a digital front-end for fund documents, Veriform converts subscription agreements, side letters, and entity documents into guided web experiences that streamline investor onboarding. ↗
Grata introduces Agentic Search: a new partner for deal sourcing & screening. Benefits of Agentic Search include: 1 - Adaptive Intelligence: Agentic Search reasons through requests and adapts as needs evolve. It doesn’t parse keywords; it understands what and why you’re asking. It's a research partner that collaborates, not a search bar that waits for users to get the wording perfect. 2 - Agentic Search guides exploration with suggestions and leverages Grata’s market data to accelerate research, sourcing, and early diligence workflows, reducing the time from idea to deal. 3 - Agentic Search is easy for all experience levels to use, making it simple to scale sourcing and research expertise across teams. ↗
Atominvest launches updated Investor Portal. The refreshed portal applies new design principles and an enhanced user experience, providing LPs with a streamlined way to centralize investor reporting & servicing. Features include: 1 - Secure document sharing: Provides investors with a way to securely access documents and investment performance reports (e.g. Capital Calls, Quarterly Reports, Tax documents etc.). 2 - Upgraded content & dashboards: Share content (e.g. videos, charts etc.) and create custom dashboards to provide additional data and content to investors. 3 - Investor self-service tools & workflows: Allows investors to update contact details, wire instructions, subscribe to funds, refresh KYC/AML/tax documents with integrated investor lifecycle management tools. ↗
MSCI launches new index integrating public markets and private equity. MSCI has launched the MSCI All Country Public + Private Equity Index, a daily index that combines public markets and a private equity view within a single framework. The launch marks a shift in how investors can assess total equity exposures and measure performance across their portfolio. This index sets an enhanced standard for tracking global equity performance across public and private markets. The MSCI All Country Public + Private Equity Index methodology is designed to provide transparency and a consistent approach for index construction, maintenance and rebalancing. ↗
Affinity releases new private equity list template on its platform. Private equity firms now have access to a new Intermediary Coverage list template designed specifically for how PE investors manage deal sources. The new template defaults to people-based tracking and includes recommended fields that align with PE-specific workflows, making it quick to set up and easy to use from day one.The new Intermediary Coverage template helps users set up intermediary tracking at the individual level. This people-first approach enables granular relationship management. Users can understand which specific bankers are bringing them the best opportunities, maintain continuity as they move between firms, and ensure they're investing time in the relationships that matter most. The template includes recommended fields like Relationship Priority, which connects directly to Reminder Triggers to help users stay on top of outreach. The new Intermediary Coverage template is available now for all Affinity customers with their Firm Type set to Private Equity. ↗
MSCI introduces new multi-agent AI platform, embedded within a workflow management framework. This new platform was built to manage the complexities of accessing, managing and using private market data from different sources in a single standardized manner. First, extraction AI agents capture and structure data, with multiple AI agents running in parallel to perform extraction in real time. Next, validation agents apply MSCI derived or client-specified rules to identify potential data quality issues. Then resolution agents run iteratively on any exceptions flagged where they interpret the newly identified context and re-extract and validate data. The result is a standardized data set aligned to the MSCI data ontology, with any validation exceptions flagged and explained. This reduces the required input for human data management with a focus on exceptions only. This new platform enables: 1 - Data engagement and custom reporting outputs. 2 - Streamlined workflows that reduce manual effort. 3 - Transparent and auditable data aligned to MSCI standards. 4 - Configurable, no-code rules and validations tailored to client needs. 5 - Almost real-time data availability accelerating decision-making. 6 - MSCI data enrichments enabling analytics and insights. ↗
Addepar will soon launch new feature: the Contextual Audit Log. Built with client feedback, the new Contextual Audit Log lets users view transaction edits right in Addepar, without going through data or relying on support. The Contextual Audit Log is a feature that will be accessible through the View Change History button in the transactions panel. The idea of contextualizing the audit log represents a shift toward giving users immediate insights into their data, fostering transparency, trust and efficiency across the platform. Audit logs are designed to provide context, showing who performed an action, what the action was and the result. By providing self-service answers, Addepar is providing clients with data transparency and trust. This feature is in its final validation stage, and Addepar is targeting a release for early 2026. ↗
ValueWorks expands KPI responsibility and reminder capabilities on its platform. With this enhanced feature, users can: 1 - Assign KPIs to owners and define an expected reporting cadence 2 - Use reminders that notify users when a new KPI has been assigned to them and a KPI becomes outdated or requires attention. 3 - Control notification frequency to once daily, weekly, monthly, or not at all. 4 - Gives users access to all their responsibilities through My Dashboard. ↗
Planr launches Planr Omnia, an AI operating system built for private equity. Planr Omnia gives users real-time intelligence across portfolio monitoring, value creation, and valuations. Planr's AI is embedded directly into the new platform. Users can ask their portfolio anything and they will get natural language answers in seconds. ↗
CAIS unveils new feature enhancements that have been introduced over the last quarter. These updated features on the CAIS platform are: 1 - New trade and profile enhancements for users who custody with Schwab Advisor Services: CAIS has expanded its integration with Schwab Advisor Services, introducing new capabilities for users of Schwab on the CAIS platform. These enhancements streamline two parts of the advisor workflow. Advisors can now submit orders across CAIS Marketplace ticker-traded and subscription-based funds using a single workflow. Using CAIS’ centralized Order Pipeline, advisors can allocate CAIS Marketplace ticker-traded strategies within model portfolios and monitor orders in the Orders tab, regardless of the investment vehicle. With this enhanced CAIS–Schwab integration, advisors can now access a range of investment products on the CAIS platform, streamlining workflows and keeping the focus on time spent working with their clients. 2 - Faster onboarding with self-service investor profile upload: for advisors using the CAIS platform for funds and structured investments, users can now create multiple investor profiles using a do-it-yourself, fill-and-upload template—no integration needed. Download the template with built-in guidance, enter data and upload directly into the platform to save time. 3 - Improved digital transfers with unified tracking: From initiation to submission, users can now complete most transfers online, split positions across multiple transferees with each receiving a separate request, as well as track all transfer activity in CAIS' consolidated Orders view. 4 - UBS AG added as new issuer for Structured Investments Pricing Tool: CAIS has expanded and enhanced the Structured Investments Pricing Tool, enabling advisors to obtain indicative quotes for a broad range of structured investments. This quarter, CAIS added UBS AG as a participating issuer, giving advisors access to more pricing through the tool’s multi-issuer experience. 5 - CAIS is introducing a new learning-based access feature that connects CAIS IQ advisor education directly to structured investment order creation workflow. Firms can now set learning requirements and manage advisor access to order creation based on completion status. ↗
Dakota launches new AgentForce Agent called Joe. Dakota Joe is a natural-language report builder inside Dakota Marketplace. Joe was built for users who have struggled to get data out of a CRM or build a custom report. Soon, Dakota Joe will be available directly inside Salesforce. ↗
Nasdaq introduces Nasdaq Lens: an AI-enabled platform designed to streamline public company research and disclosure activities. Nasdaq Lens combines large language models with scaled data, role-specific context, and AI workflows—all designed to help finance, legal, sustainability, and risk teams work fast. Nasdaq Lens was built to enhance how organizations conduct research and collaborate across in-house teams focused on regulatory disclosures. Nasdaq Lens is designed to surface and interpret these emerging disclosure trends, in order to bring scale, intelligence, and efficiency to the process. Nasdaq Lens gives users AI-native tools to perform research, understand reporting obligations and market practice, and generate draft disclosures with speed and confidence. Nasdaq Lens builds upon the technology, security, and AI governance model of Sustainable Lens, Nasdaq’s AI-powered benchmarking platform for sustainability professionals. Sustainable Lens will be offered as the sustainability user interface within the broader Nasdaq Lens platform. ↗
DEAL ACTIVITY
Raylu raises $8M Series A to enhance deal sourcing in private markets. The goal of this $8M Series A funding is to build a platform for Deal Engineering in private markets — led by HighlandX. Raylu is also sharing its previously unannounced $4M Seed, led by Conversion Capital and Unusual Ventures, with angels including Arash Ferdowsi (Dropbox), Diego Oppenheimer (Algorithmia/DataRobot), and Trent Hedge (Pylon). Raylu will use the new capital to: 1 - Grow its engineering and product teams, 2 - Strengthen security, compliance, and enterprise capabilities, 3 - Expand go-to-market as more funds modernize their sourcing workflows with AI. ↗
SEI completes first stage of strategic investment in Stratos Wealth Holdings. Stratos Wealth Holdings is a family of companies focused on supporting the success of financial advisors across business models and affiliation structures. SEI-Eclipse Holding Company, a newly formed entity, purchased the US-based Stratos business for approximately $441 million, representing approximately 81% of the total transaction value. As previously announced, Founder and CEO Jeff Concepcion will continue to lead the Stratos business, which will operate under its brand and as an affiliated business of SEI. Stratos’ client service model, including custodial relationships, will continue, and its current offerings will be reinforced by SEI’s capabilities across technology, custody, operations, and asset management. Subject to applicable regulatory approval and other customary closing conditions, the second stage of the transaction to purchase the Mexico-based NSC business is expected to close in 2026. ↗
J.P. Morgan is discontinuing Aumni, the venture capital investment analytics platform it acquired in 2023. J.P. Morgan said it is coordinating with the affected staff and is exploring redeployment opportunities within the firm. The decision to close Aumni follows an internal review of the bank’s product portfolio. J.P. Morgan acquired Aumni in March 2023 to strengthen its analytics capabilities in the venture capital segment, but later opted to discontinue the platform’s services globally. ↗
Jensten Group completes its strategic investment deal with Bain Capital. Jensten Group is a provider of insurance services in the UK. In September, Bain Capital signed a definitive agreement to acquire Jensten Group, with the transaction expected to close in Q4 2025. Following regulatory approval, the Jensten Group management team, in partnership with Bain, will move forward with its plans for expansion and innovation. ↗
Digital Asset, an Institutional blockchain infrastructure provider, raises around $50 million in strategic investments from BNY, iCapital, Nasdaq and S&P Global. The strategic funding will help scale Digital Asset’s Canton Network. The Canton Network is a public, permissionless layer-1 blockchain with a focus on institutional-grade compliance and configurable privacy. ↗
IQ-EQ enters into agreement to acquire Zenith Global. Zenith Global is an independent service provider specialized in solutions for securitization and structured finance transactions in Italy. The transaction is subject to regulatory approval from the Bank of Italy and the Italian Government’s foreign direct investment review board. Completion of this acquisition is anticipated in Q1 2026. Chief Executive Officer of Zenith Global, Umberto Rasori, will continue to lead Zenith and will join IQ-EQ's Continental Europe Senior Leadership Team. ↗
S&P Global completes $1.8 Billion acquisition of With Intelligence. This deal expands S&P Global's capabilities across private markets by combining With Intelligence's proprietary data and workflow solutions with S&P Global's industry experience. ↗
PARTNERSHIPS & INTEGRATIONS
FactSet and Arcesium debut partnership to unite front, middle, and back office workflows for asset owners and managers. This new partnership delivers a unified, cloud-native solution that seamlessly integrates front-, middle-, and back-office workflows across public, private, and alternative markets. Integrating analytics engines, data pipelines, and AI-powered workflows, this end-to-end solution enables due diligence, and streamlined portfolio monitoring and reporting across asset classes. Buy-side teams can efficiently ingest, model, and analyze asset types, yielding a "single source of truth" for investment and compliance teams. By leveraging FactSet’s global data infrastructure and Arcesium’s cloud-native technology, the partnership delivers data consistency and analytics within a flexible platform. This helps asset managers to streamline operations, automate processes, and adapt to evolving regulatory demands without vendor lock-in. By bridging the gap between public and private assets, the platform delivers a single source of truth that simplifies processes, enhances transparency, and accelerates decision-making. ↗
T. Rowe Price transitions to Charles River’s Multi-Asset Investment Management Platform. A Charles River client since 2002, T Rowe Price continues to enhance its engagement with Charles River Development to modernize front-office operations and streamline management of global equity, fixed income, and multi-asset portfolios. Now, T. Rowe Price is marking the transition from proprietary infrastructure to Charles River’s cloud-based platform, delivering enhanced efficiency and scalability. ↗
ROYC and Ramify, a private wealth management platform based in France, form strategic collaboration enabling Ramify to broaden its private markets offering through a range of private market funds and programs. The partnership enables Ramify to distribute and scale modern private markets programs under its own brand. Through the collaboration, Ramify integrates a selection of private markets funds distributed through Luxembourg life-insurance wrappers. These funds can be invested into individually or as part of broader private markets investment programs, including diversified and single-strategy vehicles across private equity, private credit, infrastructure and real assets. By working with ROYC, Ramify can leverage funds without multimillion minimums, making private markets accessible to a broader base of individual investors. This enables Ramify to build portfolios efficiently and deploy capital through structured allocation programs that reflect each client segment’s objectives, risk appetite, and time horizon. ↗
Finster AI partners with MT Newswires to deliver real-time market intelligence. This partnership brings MT Newswires’ global news coverage directly into Finster’s AI platform, enabling users to incorporate timely news flow into their research, diligence, and client workflows. MT Newswires’ expanding global newsroom produces coverage across equities, credit, commodities, FX, macroeconomics, and sector developments. The live information is now available as a native signal within Finster’s agentic research ecosystem. Finster’s users across investment banking, research, equity long/short, credit, and private markets will now be able to: 1 - Surface news that is integrated into Finster’s AI agents, research tasks, and search capabilities. 2 - Validate and audit news-driven insights alongside filings, transcripts, internal notes, and third-party data sources. 3 - Receive real-time updates on companies, sectors, and themes based on their coverage. 4 - Accelerate client prep and investment workflows, with MT Newswires’ headlines feeding nto Finster’s automated research pipelines. ↗
Sound Point partners with CAIS to broaden access to private credit solutions for the wealth channel. Through this collaboration, Sound Point will join the CAIS platform, which connects 2,000 wealth management firms and 62,000 financial advisors to a menu of alternative investment solutions. ↗
Citco and iConnections partner to enhance performance reporting. iConnections has launched its Get Verified program in partnership with Citco. The initiative is designed to advance transparency, timeliness, and efficiency in performance reporting. By electing to share performance data directly from their administrators, fund managers who opt in gain enhanced visibility with allocators and a platform to show their commitment to best practices. Together, Citco and iConnections are helping managers and allocators build connections with administrator-sourced data. ↗
Preqin collaborating with Monark Markets to give their brokerage and wealth management partners access to Preqin's private markets data. Monark Markets provides API infrastructure that enables broker dealers to embed private securities investing into a native customer experience. ↗
Anaplan and Argano enhance strategic partnership to drive joint innovation. Argano is a Global Specialist Consultancy firm focused on the design and delivery of business operations with an AI-forward approach to transformation. The strengthened alliance will accelerate joint go-to-market initiatives, fuel innovation on the Anaplan platform, and deliver customer value through industry-specific solutions. Under this expanded partnership, Anaplan and Argano will pursue a growth strategy centered on three focus areas: Go-To-Market Acceleration, Outsized Customer Value Realization, and Joint Innovation. 1 - Go-To-Market Acceleration: Anaplan and Argano will co-invest in marketing, sales, and customer engagement initiatives to drive adoption of planning solutions. 2 - Outsized Customer Value Realization: Joint efforts will be focused on reinforcing and enhancing core customer offerings that accelerate the time from insights to action. The partnership introduces joint governance, engineering alignment, and quality assurance frameworks to deliver upgrades, operations, and ROI. 3 - Through the expanded partnership, Argano will design, deploy, and support pre-built applications that utilize Anaplan's platform. These applications will deliver capabilities tailored to industry-specific planning use cases that accelerate time to value for joint customers. ↗
Blueflame AI integrates with Quartr for AI-driven investment research and analysis. Blueflame AI’s integration with Quartr eliminates the friction of financials being scattered across different platforms, by bringing data from 14,000+ global companies directly into the Blueflame AI platform. This creates a unified foundation for AI-powered public company research and analysis, enabling investment and IR teams to: 1 - synthesize earnings updates quickly, 2 - compare commentary and disclosures, 3 - identify thematic and strategic shifts, 4 - support investment decisions. What does the integration include? 1 - Blueflame AI ingests the following datasets from Quartr API for public companies across the US, EMEA, and APAC, refreshing the data once every hour: SEC filings: 10-K, 10-Q, 8-K, earnings call transcripts, press releases, event details (for AGMs, M&A announcements, ad hoc corporate events), slide presentations for all events. Blueflame AI’s integration with Quartr is designed for IR and investment teams that rely on insights to support ongoing decisions, including private equity and private credit professionals. They can track portfolio performance, analyze sector trends, and bridge private company materials with public market comparables within one unified system. Blueflame AI's integration with Quartr is now available to Blueflame AI customers with a standard license. ↗
S&P Global collaborates with Amazon Web Services to bring data to customer AI workflows. S&P Global's new integration with Amazon Web Services will enable customers to use AI agents to ask market, financial, and energy-related questions and receive answers from S&P Global from within their AWS environments. S&P Global’s data is now available through two new MCP server integrations with Amazon Quick Suite. Through these integrations, users of S&P Global and AWS can now combine S&P Global’s data with their own enterprise information and AI workflows, unlocking insights and enhancing decision-making. ↗
P Capital Partners selects Equipped AI as strategic growth partner to develop new Private Credit portfolio management platform. PCP has selected Equipped AI as its technology partner for the delivery of data infrastructure and analytics to build and develop its next-generation portfolio management system. PCP provides capital solutions that enable businesses to grow and technologies to scale. This new initiative with Equipped AI will result in the delivery of new programs including: 1 - Risk calculations that enable a live, predictive view of business performance across financial and operational metrics. 2 - AI-powered data ingestion and solutions for private capital data workflows. 3 - The on-boarding of architecture that will allow PCP to leverage technologies as they continue to evolve and digitize. ↗
LSEG and UBS collaborate on a trial to tokenize certain gilt holdings of UBS using LSEG’s Digital Markets Infrastructure. In this trial, LSEG digitally mirrored four gilts in a secure test environment powered by distributed ledger technology, illustrating how tokenisation can enhance efficiency and transparency in financial markets. The insights gained during this trial will help shape the tokenisation processes supporting the development of next-generation market infrastructure. ↗
Allvue expands European footprint, names KPMG Luxembourg as core implementation partner. KPMG Luxembourg has been named as Allvue's core implementation partner for all client deliverables for Europe. By aligning Allvue’s unified technology platform and solutions with KPMG’s local expertise in private assets, regional relationships, and plurilingual delivery capabilities, the partnership offers clients a fast path to technology adoption. This partnership is designed to address the challenge of adopting new technology in the European market, which is heightened by local regulatory requirements and linguistic diversity. The collaboration will ensure that new and existing Allvue users benefit from: 1 - Regional knowledge: Access to KPMG Luxembourg’s specialized teams, who possess regulatory knowledge and local relationships. 2 - Seamless delivery: Implementation teams capable of delivering solutions in local languages, including French, English and more, ensuring smooth project management for Luxembourg and European-based managers. ↗
Luma Financial Technologies forms strategic integration with BlackRock’s Aladdin Wealth platform. Luma Financial is a global platform for structured products, annuities, and life insurance solutions. The integration enables the delivery of enhanced structured product data and analytics to Luma and Aladdin Wealth clients via the Aladdin Wealth platform. Global wealth managers and private banks will now benefit from a unified, whole portfolio view to effectively forecast, analyze, and evaluate structured exposures within client portfolios. Luma’s structured product data engine delivers real-time data feeds directly into the Aladdin Wealth platform and its analytics framework through secure APIs—reducing friction and ensuring access to structured product information within existing workflows. Leveraging Luma’s dataset, Aladdin Wealth and Luma mutual clients can now effectively forecast, analyze, and evaluate structured exposures within client portfolios. The integration expands data coverage and increases accessibility to strengthen risk oversight, help improve decision-making, and align investments with client objectives. ↗
NEW CLIENTS
Five V Capital selects Chronograph to power its portfolio monitoring, valuation, and analytics capabilities bringing automation to data collection, reporting, and analysis. Five V Capital is a growth-focused private equity firm that partners with founders across Australia and New Zealand. ↗
Voss Capital chooses SS&C for fund administration. The Houston, Texas-based fund manager focuses on value-oriented special situations. SS&C will provide a full range of fund services across two funds with $375 million in aum. SS&C will also service Voss Capital’s separately managed accounts. Voss Capital initially started on SS&C’s Eze Eclipse platform and then expanded to fund administration with SS&C GlobeOp. ↗
InspereX chooses SUBSCRIBE to enable alternative investment fund distribution, transactions, and reporting for RIAs. InspereX is a technology-driven distributor of fixed income, structured products, exchange-traded funds and alternative investments. With SUBSCRIBE's alternative investment capabilities integrated into Aria, the InspereX distribution team and their financial advisor clients are provided with a turnkey solution for digital investor onboarding and subscriptions and consolidated reporting for private fund investments. ↗
AJ Bell selects Northern Trust and to support its in-house fund range. AJ Bell is a UK-based asset manager and investment platform. AJ Bell has selected Northern Trust to provide custody, depositary, and fund administration services for its in-house managed funds. This fund range comprises of nine multi-asset funds managed by AJ Bell’s investment team, aiming to provide simple and low-cost investment solutions for UK retail investors. ↗
OFFICE & PERSONNEL
Lindsay Creedon promoted to Head of Private Equity at StepStone Group, effective January 1, 2026. Since joining StepStone in 2010, Creedon has helped shape StepStone's global private equity platform and will continue to do so in her new role. ↗
Broadridge appoints Rostislav Kotov as Head of Strategy and Business Development for the firm’s Bank Broker-Dealer business, focusing on governance. Based in London, Kotov will be responsible for shaping and executing BBD’s long-term strategic plans for growth and transformation, guiding product and investment prioritisation, and identifying opportunities for M&A. Kotov will report directly to Swatika Rajaram, president of BBD at Broadridge. He joins Broadridge from McKinsey and Company, where he led strategy, M&A, and large-scale transformation programs for financial institutions across the UK, Europe, and globally. ↗
Michael Shachar starts new position as Director of Software Engineering at FundGuard. Shachar has been with FundGuard since May 2023. ↗
Nick DeSalvo joins Stavtar Solutions as its new VP of Sales. DeSalvo is a commercial leader with experience across traditional finance and fintech. He will be responsible for building and leading Stavtar's global sales team from its New York office. ↗
Katherine Nixon named President of the Northeast Region of Northern Trust Wealth Management. Since 2011, Nixon has served as Wealth Management’s Chief Investment Officer, where she helped shape Northern Trust’s investment philosophy and expanded multi-asset capabilities. ↗
Kelly Couts starts new position as Client Relationship Manager at Venture360. In her new role at Venture360, Couts serves as a key point of contact for clients, ensuring a seamless experience throughout their engagement with the Venture360 platform. Couts manages onboarding, provides guidance, and helps clients maximize the value of Venture360’s tools for managing venture capital operations. ↗
VENDOR RESEARCH & WHITEPAPERS
Bain & Company has a new blog, "New Diligence Challenge: Uncovering AI Risks and Opportunities". In this blog, Bain reveals five questions that financial sponsors and M&A dealmakers might ask to evaluate AI’s impact on a target. ↗
Cyndx has a new blog, "Your AI Is Only As Smart As Your Data". In this blog, Cyndx goes over the differences between an AI agent finance tool that surfaces real opportunities and one that just regurgitates what the user already knows. ↗
CEPRES has a new blog, "The Future of Alternative Investments: Data, Technology, and the Role of AI". In this blog CEPRES explores the forces reshaping the alternative investments landscape, including the importance of high-quality data, the democratization of insights, and the role of platforms like CEPRES in delivering institutional-grade analytics in an advisor-friendly format. ↗
Beyond has a new blog, "Technology Due Diligence Isn’t a Single Offering". In this blog, Beyond states that tech DD is not one service. At Beyond, tech dd is separated into three distinct disciplines: 1 - IT Due Diligence – operational risk and infrastructure, 2 - Product / SaaS Due Diligence – commercial traction and strategic fit, 3 - Technology Due Diligence – engineering scalability and innovation potential. Beyond uses this blog to go over the three disciplines in detail. ↗
AWARDS
The Winners from the American Financial Technology Awards have been announced. Vendors from PE Stack's Vendor Profiles database include:
Best compliance initiative – Northern Trust
Best collaboration/alliance initiative – Nasdaq
Best data provider – Allvue Systems
Best new technology introduced over the last 12 months (data, data services and data management) – S&P Global Market Intelligence
Most innovative third-party technology vendor (AI and machine learning) – Oxane Partners
Most innovative third-party technology vendor (data, data services and data management) – Nasdaq
Congratulations to all the Winners. ↗
Broadridge receives the Innovation in Global Custody Technology Award at the 2025 Global Custodian Industry Leaders Awards. ↗
CWAN named Technology Firm of the Year by Insurance Asset Management. This is the second year in a row that CWAN has won this award. ↗
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