This Week’s Vendor News

NEW & UPDATED PRODUCTS

SS&C Technologies launches SS&C Black Diamond Wealth Solutions. This new suite combines SS&C’s Black Diamond Wealth Platform with SS&C's full suite of wealth management solutions to help wealth managers manage their technology and operations needs in one place. Current clients will experience no disruption to their existing systems, logins or support relationships. Capabilities of this new product include: 1 - Portfolio Management & Reporting – Centralized command center, 2 - Alternative Investments – Tracking, reporting and management, 3 - Client Portal – Secure communications and third-party integration capabilities via web and mobile, 4 - CRMs – Prospecting, relationship management and activity tracking, 5 - Trust & Retirement Services – Trust accounting, reporting and benefits payments, 6 - Compliance & Surveillance – Supports regulatory compliance and monitoring, 7 - Investment Management – Proposal generation, model marketplace and OCIO services, 8 - Trading & Rebalancing – Trade execution with tax-efficient portfolio alignment and straight-through processing, 9 - Business Intelligence & Billing – Practice analytics and revenue management. ↗

FIS introduces Optimized Reconciliation Service, a fully managed solution designed to automate the end-to-end reconciliation process for banks, corporations, and financial institutions. FIS' Optimized Reconciliation Service is designed to help bring harmony to the back-office operations of capital markets firms. Using automation technology, FIS’ Optimized Reconciliation Service aims to unlock efficiency and reduce errors. ↗

Pepper unveils Beta preview for AI-powered covenant monitoring that predicts breaches before they happen. How does it work?: 1 - Ingests data from multiple sources, 2 - Applies machine learning to identify early warning patterns, 3 - Predicts covenant breaches with 92% accuracy, 60-90 days in advance, 4 - Automatically generates action plans and recommendations. Beta results: 1 - 100% of potential breaches identified early, 2 - $45M in potential losses prevented across beta portfolio. ↗

Decimal Point Analytics introduces DeciDesk Pro, a ClickUp-based service desk platform that streamlines ticket management, asset tracking, and change control while integrating with existing tools. DeciDesk Pro automates over 90% of service workflows, offers real-time performance monitoring, and ensures audit readiness. With embedded forms in Teams, intranets, or external portals, users can raise requests without a ClickUp login. Features include: vendor coordination, onboarding, server management and software provisioning. ↗

Dealroom launches a new tech ecosystem platform for the Frankfurt & Hesse region called the Center of Startups. This new ecosystem platform centralizes all key info for the tech community in one place, relevant for all stakeholders. It provides details on what is going on in Frankfurt & Hesse, from current job openings and new founders, to latest trends, funding rounds, valuations and exits, down to accelerators, grants and workspaces in the region. ↗

Edda unveils new new Self Import for Contacts feature. Three ways to use the new Self Import feature are: 1 - Add a database of contacts during onboarding, 2 - Upload new contacts collected before or after an event, 3 - Prepare and track an outreach campaign. ↗

GreenCo launches new ESG Toolkit and AI App, now available for free on iOS and Android. Features of the ESG Toolkit include: 1 - AI-Powered ESG Assistant – get quick answers to ESG disclosure questions, 2 - Toolkit that include a GHG calculator, gap checklists, and more, 3 - Learning about ESG with short and insightful videos. ↗

ValueWorks unveils Platform Version 1.30. This new update is about two new ways that ValueWorks is communicating with users outside of the platform and how to control what is important enough to be communicated. For those already working with ValueWorks, the KPI responsibility concept has been enhanced. Users will now see all assigned and outdated KPIs centrally in the KPI glossary and will get reminders via email at the frequency preferred (from once to daily to monthly, or not at all). Within ValueWorks, users can access KPIs directly from the dashboard. And for new colleagues joining the platform, ValueWorks has introduced onboarding emails. After their very first login, they’ll automatically receive a short guide with videos and tips on important features. Via the user management, Admins can even re-trigger this for existing users if a quick refresher is needed. ↗

Owlin updates its Owlin Screening feature. With Ownlin Screening, users can leverage AI to screen historical adverse media data. Ownlin's updated risk scores and summaries show what’s driving the risk, whether it’s adverse media, sanctions, PEPs, or a watchlist flag. Benefits include: 1 - enhance compliance, 2 - ability to make informed decisions, 3 - boost security, prevent fraud, 4 - strengthen due diligence. ↗

AlphaSense launches its AI agent interviewer and debutes Channel Checks, new capabilities that expand Tegus Expert Insights. Users can now get a real-time pulse on the economy through Channel Check interviews, surfacing market-moving insights such as demand shifts, pricing changes, and supply chain disruptions. The AI Interviewer leverages prior relevant knowledge to engage senior industry experts in probing conversations, matching the precision of an experienced human interviewer. ↗

Untap launches new waterfall calculator, to help users build valuation structures that reflect how their funds actually work. Untaps' waterfall calculator pulls in internal data such as EBITDA, applies market comparables, factors in net debt, preferred returns and ownership, and calculates NAV and MOIC. This new tool is fully configurable, so investment directors can input assumptions, apply discounts/premiums, and draft valuations ahead of committee meetings. Once approved, the valuations feed directly into investor reporting and fund accounting, and can be shared with fund admins with no extra work. ↗

Affinity unveils new private capital benchmark tool. With Affinity's new interactive benchmark tool, users can learn key performance benchmarks across deal volume, network activity, and engagement, tailored to industry, region, and firm size. ↗

Mend introduces Mend Forge, its new AI native innovation engine. Mend Forge is a dedicated space where users can see the next wave of AppSec breakthroughs being forged, long before they reach production. In Mend Forge, Mend will be showcasing projects that: 1 - Secure AI generated code at the source, 2 - Detect and prevent model-level threats like data poisoning and prompt injection. 3 - Reinforce software supply chain security in AI enabled pipelines. 4 - Provide actionable insight into AI risk posture across the development lifecycle. ↗

S&P Global launches its iLEVEL Document Search, a new AI-powered search capability that enables private market investment professionals to extract intelligence from investment documents using natural language queries. This new tool transforms asset managers' ability to explore and understand the factors that shape portfolio performance, facilitating fast and informed decisions. Users can now query all documents stored in iLEVEL's Document Library, including board decks, quarterly financials, annual financials and fund financials. The tool leverages AI-driven data extraction technology to democratize data by unlocking previously hidden insights and breaking down information silos. Key capabilities include: 1 - Natural Language Querying: Users can ask open-ended questions about their portfolios, enabling exploration beyond traditional templates or pivot tables. 2 - Annotations for Traceability: All search results include granular annotations linking every data point to original sources. 3 - Permissions-Based Search Results for Confidentiality: Results restrict access based on user credentials, maintaining confidentiality of sensitive materials while delivering a seamless search experience. ↗

Mosaic launches new feature: Multiple M&A Prototypes. With Mosaic, users can now create and manage multiple tuck-in M&A prototypes, each with its own name, features, and characteristics. This makes it easy to evaluate strategies side by side. What is New? 1 - Create and customize multiple tuck-in M&A prototypes, each reflecting distinct deal structures or operating profiles. 2 - Control both the timing and the volume of tuck-ins each year, making roll-up strategies precise and practical. 3 - Compare scenarios more clearly, from single-platform add-ons to multi-year consolidation plays, with outputs that mirror how a team actually thinks about M&A. This update gives deal teams enhanced flexibility in shaping Mosaic around their acquisition strategies, making it easy to test, refine, and communicate M&A theses. ↗

DEAL ACTIVITY

Position Green acquires Morescope, a Norwegian carbon management platform. Together, the companies will offer a comprehensive ESG-platform with tools to manage risk, compliance and climate challenges. Morescope will remain a standalone brand within Position Green, focused on carbon technology and accelerating product innovation, while gaining access to Position Green’s infrastructure and European customer network. Morescope’s investors will become shareholders in Position Green. ↗

Broadridge acquires Signal, expanding its digital capabilities and market experience in the UK and Europe. Signal provides a full suite of design, technology and consulting services that support omni-channel communications for financial services and other firms. This acquisition enhances Broadridge's ability to serve its global clients and extend its footprint in Europe. The transaction is not expected to have a material impact on Broadridge’s financial results. ↗

Salesforce signs definitive agreement to acquire Regrello, an AI-native solution that automates complex business processes. After the acquisition closes, Salesforce plans to integrate Regrello with Agentforce and Slack, helping customers enhance manual, inefficient activities into agentic automations that increase the velocity and quality of critical business processes. The acquisition is expected to close in Salesforce’s third fiscal quarter of 2026, subject to customary closing conditions. ↗

PARTNERSHIPS & INTEGRATIONS

S&P Global and Maestro partner to deliver enhanced portfolio monitoring capabilities for private equity firms and their portfolio companies. This partnership includes a native integration of the Maestro platform with S&P Global’s iLEVEL portfolio monitoring system, enabling automated data entry and streamlined measurement of value creation initiatives. By combining iLEVEL’s financial data infrastructure with Maestro’s data and workflows, private equity firms can measure the impact of their value creation initiatives, identify the highest-yielding value levers and improve transparency between sponsors and portfolio management teams. This enables firms to directly attribute revenue growth, cost optimization and margin expansion to specific value creation activities, accelerating decision-making. The integration is already available for mutual customers. ↗

SS&C Technologies advances its strategic alliance with Morningstar. More than 400 wealth management firms have chosen to transition from the Morningstar Office platform to SS&C Black Diamond Wealth Solutions, with nearly 100 firms having completed implementation and another 250 nearing completion. Early adopters are reporting a smooth transition and improvements in both operational workflows and client engagement. ↗

Northern Trust Mutual Fund extends servicing relationship with Morningstar Investment Management. Since 2018, Northern Trust has worked with Morningstar to deliver global custody, fund accounting, fund administration, transfer agency, regulatory administration, credit and securities lending to the funds. The renewed mandate spans a range of investment strategies. ↗

Emmi introduces new partnership with FactSet and its climate risk product; FactSet Carbon Diagnostics, built for investors. Emmi provides financed emissions data and climate risk analysis across all public and private asset classes. ↗

Fintent partners with Finalis. As a part of their Member Advantage Program, Finalis customers now get 25% off Fintent's rate card platform fees for 1 year. ↗

Dynamo Software partners with Aspequity to bring proprietary cash flow modeling into the hands of LPs and institutional investors. This integration allows investment teams to: 1 - model cash flows, 2 - anticipate distributions and capital calls, 3 - make data-backed allocation decisions. ↗

Attio now integrates with super.work. Super’s Attio integration enhances how users access and leverage their CRM data, enabling answers across the entire customer database without switching tools, and with the rest of the team's data. Super connects to the Attio workspace through a OAuth authentication process that respects existing permissions. After granting access, users can select which lists or objects they want to index, and refine which specific fields should be searchable. This integration indexes up to 100 properties per object for metadata searching. Field descriptions are used for semantic content understanding, while notes and threads attached to records are also indexed to provide context. Key features include: 1 - Natural Language Queries: Ask questions about your deals, accounts, and customer interactions in English. 2 - Live Data Syncing: Attio data is automatically refreshed every 4-6 hours, providing current information. 3 - Indexing: All selected objects, lists, notes, and threads are searchable, giving users visibility into their customer data. 4 - Permission-Aware Access: Private lists are only accessible to users who have access to those lists in Attio, ensuring data security. Use cases include: 1 - Deal Intelligence: ask questions to get insights, 2 - Customer Research: Request "Tell me all you know about client X" to get account information before meetings, 3 - Follow-up Preparation: Ask "Prepare the follow-up for X" to generate context-aware email drafts based on previous interactions. 4 - Pipeline Analysis: Generate charts and visualizations of sales data with queries like "Show me the evolution of deals closed over time". 5 - Attention Management: Ask "Give me an overview of deals that need my attention" to prioritize work. ↗

iCapital and Apollo expand partnership to enhance access to alternative investments. iCapital is expanding its partnership with Apollo by making a series of evergreen private markets solutions available to eligible investors. As part of this collaboration, Apollo has listed five Luxembourg-domiciled evergreen private markets products on iCapital Marketplace. This move aims to provide wealth managers and their clients with access to a broadened menu of alternative investment solutions in a Luxembourg format and a comprehensive set of educational tools and resources to support the strategic diversification of client portfolios. Additionally, Apollo utilizes iCapital Marketplace to facilitate reporting and investor lifecycle management for its evergreen structures. ↗

Charles River now integrates with Octaura, an electronic trading platform providing execution, real-time data and trade analytics for syndicated loans. This integration aims to address the outdated infrastructures that have created inefficient, time-consuming workflows which are prone to error and increased operational risk. Benefits include: 1 - Optimize trading strategies, 2 - Designed to eliminate manual workflows & reduce risk, 3 - Reduce complexity in order management. Traders can now leverage Octaura’s platform to execute multiple orders and receive real-time updates via the Charles River FIX network. ↗

Novemcore partners with ValueWorks.ai to move beyond reporting and into performance management. By integrating ValueWorks, Novemcore is able to: 1 - automate dashboards tailored to specific strategy, 2 - provide real-time OKR and KPI tracking, 3 - cross-functional visibility for decision-makers, 4 - investor-ready reporting and benchmarking. ↗

Actus Verto partners with and becomes an authorized reseller of Intapp. This collaboration allows Actus Verto to provide its clients with direct access to Intapp’s solutions, designed to optimize critical business processes and foster client engagement. The partnership with Intapp broadens Actus Verto’s portfolio of offerings, allowing them to deliver tailored solutions to meet the evolving needs of professional services firms. This partnership is effective immediately, and Actus Verto is now equipped to provide sales, implementation, and support services for Intapp’s full suite of products. ↗

NEW CLIENTS

Grosvenor & Grove Lane Partners adopt the SUBSCRIBE Alternative Investments Platform. GCM Grosvenor, a global alternative asset management solutions provider with $82 billion in aum, and Grove Lane Partners, its strategic joint venture, have selected SUBSCRIBE to power a seamless digital investor onboarding experience across multiple asset classes for their global base of LPs. ↗

Hum Capital is now using Hypercore to power their credit operations. Hum Capital is an AI-powered funding platform that connects companies with lenders to make funding equitable, efficient, and accessible. Hum Capital chose Hypercore's end-to-end loan management solution to bring automation, speed, and control to their loan operations. ↗

OFFICE & PERSONNEL

Canoe welcomes Dennis Mangalindan as its new Senior Director of Family Office Strategy & Accounting Sales. Mangalindan will be responsible for leading Canoe's institutional and family office teams. Before joining Canoe, Mangalindan spent 14 years at SEI Archway. For the last eight years he was the Vice President of Business Development. ↗

Sonata One appoints Nikhil Ashra as Senior Commercial Development Director. Based in New York, Ashra will be responsible for driving revenue growth through new client acquisitions and the expansion of the firm’s channel partnerships. Ashra brings over 15 years of experience in business development and relationship management within the alternative investment space, having held senior roles at iCapital and Canoe Intelligence. ↗

Daniel Dennison is Robin AI's new BDR Manager. Until recently, Dennison was the Director of Sales at TeleCloud. He also spent 5 years at CB Insights, most recently as the Associate Director, Sales Development. ↗

Sonata One welcomes Samnkelisiwe Zulu as a KYC Analyst in the Cape Town office. As part of the Fund Closing team, Zulu supports the review and verification of investor data during fund closes, while also serving as a point of contact for investor queries throughout the process. Zulu brings previous experience in legal and compliance across the financial services and insurance sectors, with a focus on regulatory compliance, risk assessments, and client due diligence. ↗

Acuity Knowledge Partners appoints Emma Crabtree as Chief Revenue Officer. Crabtree has more than 25 years of leadership experience in client engagement and commercial strategy, having held senior roles at BNP Paribas Securities Services, and RBC Investor & Treasury Services. Most recently, she served as Group Chief Commercial Officer at IQ-EQ, where she led the firm’s commercial, segment strategy and marketing efforts across a broad suite of investor services and played a role in expanding client relationships. Crabtree is joining Acuity’s Executive Committee and lead global sales, client engagement and marketing. She will work closely with Acuity’s leadership to shape and execute the firm’s growth agenda, including expansion and go-to-market of Acuity’s research, data, analytics, and a set of bespoke technology and agentic AI solutions into existing and new client segments, geographies and product offerings. ↗

VENDOR RESEARCH & WHITEPAPERS

Lantern AI has a new Whitepaper, "The Investor-Driven Data Battle: How GPs Are Upping Their Game". In this paper, Lantern AI writes that data is no longer a back-office concern. It’s become a board-level priority – and a critical differentiator in an unforgiving fundraising environment. This paper explores why the data challenge is coming to a head, how the industry’s starting to respond, and what forward-thinking firms are doing to turn data from a liability into a strategic asset. ↗

SS&C has a new blog, "Tech Lift-Outs – A Smarter Path to Digital Fund Operations". Tech-enabled lift-outs is a type of strategy for modernizing operations, technology and processes with less risk. This bog covers: What are tech-enabled lift-outs, why traditional modernization efforts falter, real-world use cases for asset managers and how to choose the right partner for a tech lift-out. ↗

Backstop Solutions has a new blog, "11 Questions to Consider When Fundraising in a Complex Environment". Backstop states that fundraising for alternative investment fund managers has always been demanding—but in today’s environment of market uncertainty, cost pressures, fee compression, and expanding regulations, it can be even harder. In this blog, Backstop provides three focus areas and eleven questions, to help readers gain momentum in fundraising. ↗

Apliqo has a new blog, "The tools transforming how finance teams report". Apliqo feels that modern finance teams are under pressure to deliver fast, accurate, and insightful financial reporting. This article explores how advanced FP&A tools can streamline reporting through automation, data integration, and flexible dashboards. It highlights key features to look for in a reporting-enabled platform and explains how improved reporting capabilities drive value across the entire organization, from greater transparency to more informed decision-making. ↗