This Week’s Vendor News

NEW & UPDATED PRODUCTS

Clearwater Analytics is now CWAN. CWAN's website has changed from Clearwateranalytics.com to cwan.com. ↗

Decimal Point Analytics launches DocuAgentIQ, a purpose-built Agentic AI platform that modernizes work across SBA and CRE lending. DocuAgentIQ automates the document lifecycle from intake to classification leading up to verification and follow-ups so lending teams can move from manual handling to AI-enabled workflows. DocuAgentIQ processes unstructured and semi-structured documents while keeping humans in the loop for control, judgment, and auditability. It fits into existing ecosystems out of the box, integrating with LOS platforms, CRM systems, Microsoft Outlook, and cloud storage. What does DocuAgentIQ do?: 1 - Intake & classification of lending documents (including structured PDFs). 2 - Field extraction across structured and unstructured forms. 3 - Automatic PII redaction & encryption to reduce data-handling risk. 4 - Live validation & completeness checks with policy/regulatory guardrails. 5 - Auto-naming, labeling, and routing directly into workflow queues. 6 - Transparent dashboards showing every document and agent action. 7 - Private, client-specific model training within the environment. 8 - Continuous learning from historical reviews and corrections. ↗

Anduin Transactions introduces Anduin’s Engagement Hub, which was built to keep investors engaged with content controlled by the user. Features of Anduin's Engagement Hub include the abilities to: 1 - Guide and engage LPs from first interest to post-close, 2 - Deliver a branded investor journey tailored to specific LP groups, 3 - Replace fragmented workflows with a single hub for subscriptions, documents, and communications. With Anduin's Engagement Hub, users can grant or restrict investor group, fund, or individual user access. If already using Anduin Fund Subscription, Engagement Hub can mirror existing permissions automatically so LPs see only what they’re meant to. ↗

ValueWorks launches new feature, Group Reporting. Group Reporting is purpose-built for holdings and multi-entity organizations tackling reporting challenges. Group Reporting allows users to: 1 - Integrate all reporting systems so all entity-level data is in one place, 2 - Upload and design custom data templates for flexible data management, 3 - Structure group reporting—uniformly or tailor it to each entity’s needs using our best-practice frameworks, 4 - View entire holding from a single “holding view”, 5 - see aggregated KPIs and P&L across all entities, and include or exclude entities for recalculation, 6 - Compare entities, visualize operational dashboards, and track acquisitions, performance trends, or any operational KPI, 7 - Drill down from high-level group numbers right into revenue, bookings, liquidity, and balance sheets. 8 - Create customizable investor reports, complete with KPIs, text, attachments, and locked post-send for accuracy. ↗

FIS introduces CodeConnect, the company’s developer experience and API marketplace. CodeConnect offers a self-service developer portal with tools for testing, access management, and analytics, aiming to streamline integration, foster innovation, and enable new revenue streams for its users. CodeConnect serves as a single gateway into FIS’s portfolio of API-enabled products which covers core banking, money movement, card management and fraud solutions, which gives developers and financial institutions access to a range of tools in one place. The value of CodeConnect lies in its ability to let users explore, learn about, and test APIs before committing to integration. ↗

S&P Global launches the S&P Capital IQ Estimates Snapshot dataset, now available via Xpressfeed and Snowflake. This new dataset provides a view of global consensus data for all periodic and non-periodic items, capturing exactly what was in the database at any moment back to 2016. It preserves values as they were, with no look-ahead bias or retroactive adjustments. Snapshots are taken every two hours across a global population, delivering the detailed coverage needed to support backtesting, signal validation, and historical analysis. This dataset can be used to evaluate earnings estimates to select stocks and manage investment performance and to track the direction and magnitude of upgrades and downgrades and more. ↗

Decusoft builds new Compensation Savings Estimator. This new feature shows your annual savings across: 1 - Manager time, 2 - Reduced rework, 3 - Improved retention, 4 - Optimized merit allocation. The model uses standard assumptions based on typical client outcomes and conservative industry benchmarks. ↗

Asset Class launches new solution for Fund Administrators. This new solutions helps with: 1 - Onboard investors fast with few errors, 2 - Giving LPs self-serve access to offerings, updates, and performance, 3 - Shortening cash cycles and reduces reconciliation work, 4 - Keeping subscriptions, NAVs, capital calls, and documents aligned. ↗

Tracxn introduces its Tracxn Chrome Extension that now works on LinkedIn People and Company profiles, so users can work without tab-switching or manual lookups. With the Tracxn Chrome Extension, users can: 1 - Research founders and view their investment history, board roles, and portfolios. 2 - Scan companies to access acquisitions, investors, legal entities, and competitors. 3 - Build and export lists of investors, founders, or companies. ↗

Juniper Square unveils platform updates for August. Now, users can ask JunieAI a question in Insights about their CRM, fundraising, and investment data, and get instant answers with custom visualizations and AI-powered summaries. ↗

Owlin launches its Chain of Events feature. With this new feature, instead of a list of disconnected headlines, users get a timeline that shows how the story developed and how risk escalated. ↗

Balentic launches news feed with GP activity, strategy, and market themes. Features of the news feed are: 1 - Direct links to GP profiles & strategies, 2 - AI-powered smart search, 3 - Filter by themes like energy transition, 4 - Free Access, no login required. ↗

Dakota unveils new platform updates. These platform enhancement include: 1 - updated search with real-time account + metro filters, 2 - accounts tab separating firms & allocators, 3 - expanded portfolio views with both private & public comps, 4 - performance dashboards for funds, 5 - features like: following accounts & alumni network connections. ↗

DEAL ACTIVITY

Attio raises $52m Series B. The round was led by GV (Google Ventures), with participation from existing partners Redpoint Ventures, Balderton Capital, Point Nine, and 01A. With this funding, Attio is scaling engineering, expanding globally, and accelerating the development of AI-native CRMs. Attio is building a CRM that is programmable, extensible, and able to orchestrate processes intelligently at scale. Additionally, agent collaboration and advanced permissions are in active development and the focus will be on: engineering and go-to-market. On engineering, Attio will continue scaling its team and invest in R&D. On go-to-market, Attio is going to keep expanding globally to GTM builders everywhere, giving every team the freedom to build without limits. And as part of the round, Michael McBride from GV is joining Attio's board. ↗

Marktlink Capital acquires minority stake in Eleven. Marktlink is an investment firm based in Amsterdam. ↗

PARTNERSHIPS & INTEGRATIONS

There is a new collaboration between mnAi and Equifax Australia, to support the launch of the National Climate and ESG Dataset, an ESG prototype for the Australian market. This partnership brings together Equifax’s analytics expertise with mnAi’s private market intelligence, to help unlock scalable ESG insights across all active Australian companies. The NCED provides: 1 - Climate, emissions, and governance data, 2 - Market-wide company coverage, 3 - Insight to support regulatory compliance and sustainability goals. ↗

Alcheyst parters with FINBOURNE Technology to leverage FINBOURNE's cloud-based solution. FINBOURNE's solution enables GPs to remain at the forefront of client service while balancing cost and efficiency. ↗

Nasdaq and eToro partner to make the Nordic markets globally accessible. eToro customers will now have access to real-time trading from Nasdaq's Nordic exchanges with this expanded partnership. This expanded collaboration aims to simplify data access for eToro's retail investors, enabling them to use Nasdaq’s regional data to make decisions and incorporate Nordic stocks into their portfolios. This access extends to over 210 additional stocks listed on Nasdaq's exchanges in Stockholm, Helsinki, and Copenhagen. This partnership benefits eToro since it is increasing investment options for its users across 75 countries. One element of the partnership involves widening access to small and mid-cap companies on Nordic markets, opportunities that were previously confined mostly to institutional traders. ↗

MSCI is collaborating with Sampension, a ension management provider from Denmark. With over EUR 40 billion in aum, Sampension set out to improve efficiency and scalability, while maintaining data quality. MSCI is helping Sampension with enhancements in their private capital operations. ↗

NEW CLIENTS

Northern Trust selected as Custodian for State of New Mexico Educational Retirement Board Public Fund. Northern Trust will provide asset servicing solutions to the $18.5 billion fund including custody, accounting, post-trade compliance, performance measurement and support for alternative and derivative investments as well as their financial reporting requirements. ↗

AlphaSense picks Brands2Life to boost brand awareness across UK and EMEA. Brands2Life will work with AlphaSense to execute a communications program encompassing executive profiling, thought leadership, content campaigns, and media relations aimed at elevating AlphaSense’s profile among decision-makers. ↗

OFFICE & PERSONNEL

SimCorp appoints Peter Sanderson as Chief Executive Officer. Sanderson, who served as Group CEO of GAM Investments from 2019 to 2024, previously worked with SimCorp as a client, gaining insight into its platform’s capabilities. Earlier in his career, Sanderson spent over a decade at BlackRock Investment Management, where he held senior roles such as Managing Director of Multi-Asset Investment Solutions and was a member of the European Executive Committee. Sanderson also held positions at Mondrian Investment Partners and KPMG. Sanderson is replacing Georg Hetrodt as CEO, who retires after 27 years with the company at year-end. ↗

Max Vrabel has been promoted to Customer Success Manager at VESTBERRY. Vrabel has been with VESTBERRY for the last 4.5 years. His previous roles include Sr. Customer Support Specialist and Customer Data Analyst. ↗

VENDOR RESEARCH & WHITEPAPERS

Backstop has a new blog, "4 Ways Modern Fintech Helps Investor Relations Teams Elevate Investor Service". Backstop states that IR professionals have long been the bridge between fund managers and investors—and in today’s complex market environment, their role is more essential than ever. In this blog, Backstop presents four ways modern and purpose-built technology helps alternative fund managers deliver better, faster, and more transparent investor service. ↗

AWARDS

Datasite wins three awards. Datasite has been rewarded with: 1 - 2025 Bronze Stevie Award for Financial Management Solution, 2 - G2’s Best CMS Products of 2025, with Datasite leading all VDR providers,3 - TrustRadius Top Rated badge in IT. ↗

Allvue Systems, in partnership with Clearpath Learning Group, have earned three Gold awards in the 2025 Brandon Hall Group HCM Excellence Awards. Allvue has won: 1 - Best Unique or Innovative Program (EPIK), 2 - Best Use of AI for Learning (EPIK), 3 - Best Certification Program (Fund Accounting). ↗