This Week’s Vendor News
NEW & UPDATED PRODUCTS
Bipsync launches Toro, its AI Research Assistant. Toro enables investors to instantly query and extract insights from their firm’s entire research database. Toro was developed to solve a challenge in investment research: while firms generate vast amounts of valuable insights, those insights often remain buried across notes, files, shared drives, and reports. Manually searching for information can be time-consuming and risks overlooking connections. Toro has introduced a conversational layer across the research repository, allowing users to ask questions naturally and receive answers in seconds. As a research assistant, Toro specializes in retrieval, summarization, and contextual understanding. It helps teams uncover, connect, and synthesize the knowledge that already exists within their Bipsync repository, transforming information into actionable insights. With Toro, investment teams can: 1 - Ask natural-language questions to summarize years of diligence, draft 90% of an IC memo, or map exposure to a region in seconds. 2 - Instantly access and synthesize insights from notes, memos, documents, and attachments across their entire research database. 3 - Prepare for meetings fast with cited summaries of companies, funds, managers, and themes. 4 - Uncover hidden relationships and trends within research. 5 - Each Toro response includes inline references that links directly to the supporting research in Bipsync, allowing users to verify findings and explore source material. Toro is available now for LP clients and coming soon for GP clients. ↗
Allvue launches the Allvue Trust Center: a hub for confidence and compliance, powered by SafeBase. Allvue's Trust Center provides transparency into how Allvue protects your data—offering access to security documentation and real-time updates on its latest security and compliance initiatives. The Allvue Trust Center is a resource for: 1 - Transparent insight into Allvue’s security frameworks and compliance certifications. 2 - Self-serve access to documents, including SOC reports, whitepapers, and privacy documentation. 3 - Real-time updates on Allvue's latest security and data privacy initiatives, including subprocessor changes. ↗
Dakota unveils the Dakota Financial Advisor Data API, an enhanced way to democratize access to advisor data for investment firms. With this new release, Dakota will provide a verified and updated dataset covering more than 215,000 financial advisors, built for seamless integration into CRMs, analytics platforms, and workflows. ↗
Edda launches Relationship Intelligence. Relationship Intelligence is a new feature that provides users, particularly venture capital and private equity investors, with a clear understanding of the connections between entities like firms, LPs, and partners. This new tool uses intelligence to identify contacts and relationships, automate deal tracking, and uncover new opportunities for introductions and investments, allowing them to make informed decisions. ↗
S&P Global Commodity Insights is now S&P Global Energy. The division's new name reflects its focus on providing benchmarks, data, and insights that enable its users to plan, act, and thrive in an expanding and evolving global energy ecosystem. ↗
PitchBook launches AI Navigator. PitchBook Navigator is a chat-based experience that lets users surface data and insights on companies, deals and market trends using plain language. Built directly into the Pitchbook's platform, the new feature will be available later this month. PitchBook Navigator was built to power the kinds of workflows that Pitchbook's users already perform—sourcing deals, doing due diligence and performing market analysis. In addition to retrieving data, Navigator will surface insights from PitchBook’s research library, marrying raw data with analyst insights on deals, fundraising, returns and industry trends. At launch, Navigator will be able to answer prompts related to companies, deals and market themes. In the future, the tool will have access to PitchBook’s entire database and other intellectual property. ↗
CWAN launches GenAI, an embedded generative AI platform that can enhance investment management, risk management, reporting and operations. CWAN GenAI is fully integrated and deployed into production on CWAN’s front-to-back platform, enabling users to work alongside AI as collaborative partners in their investment operations. The platform currently supports 800+ AI agents created by CWAN clients and internal teams, plus 20 domain-specific agents. These agents help automate data-intensive tasks and augment human expertise across reconciliation, reporting, portfolio analysis, and client communications. CWAN GenAI operates as a 24/7 embedded operations layer within its unified platform—spanning accounting, trading, compliance, performance, and reporting—where its AI agents are ready to act with transparency. When deployed by users, the CWAN platform can: 1 - Reconcile portfolios autonomously, analyzing billions of data points daily. 2 - Generate audit-ready reports on demand via natural-language queries. 3 - Answer portfolio questions instantly using live accounting and trading data. 4 - Schedule workflow automations that improve through feedback and learning. How financial professionals are using CWAN GenAI: 1 - Asset Managers use CWAN GenAI to automate variance analysis, fee calculations, and performance attribution, closing books fast and delivering audit-ready reports to regulators and clients the same day issues arise, strengthening trust and reducing restatement risk. 2 - Risk Analysts rely on CWAN GenAI to scan concentration and counterparty risk across portfolios, running daily stress tests across asset classes and flagging emerging threats early so CIOs and risk committees can act before market shocks hit balance sheets. 3 - Operations Teams deploy CWAN GenAI for autonomous trade settlement, real-time cash management, and exception handling that resolves 90% of operational issues without human intervention. ↗
Blueflame AI reveals latest enhancements to its platform. Here's what's new: 1 - Blueflame AI has introduced email agents for automatic document summaries: Blueflame AI has eliminated manually downloading, uploading, and prompting for summaries of key documents. Blueflame AI's new email agents automatically scan your inbox, run analysis, and deliver targeted summaries of select attachments, including CIMs, board decks, expert network transcripts, and other attachments—within 10-15 minutes of receiving the file. The agents extract key data points and provide links to common next steps like updating your CRM, generating a research report, finding similar past deals, or chatting with the document. 2 - Auto-generated user profiles for personalized experiences: Blueflame AI now automatically creates personalized user profiles based on your email, calendar, and work history. These profiles help Blueflame AI's agents understand your role, common collaborators, firm background, focus sectors, active deals, and key contacts. Key benefits include: Smart suggestions: relevant recommendations in Chat and workflows as the AI learns your context, and a foundation for future features: Personalized landing pages and enhanced mobile experiences coming soon. 3 - Streamlined Blueprint building, editing, and collaboration: Blueflame AI has introduced several enhancements that make it easy to build, share, and manage Blueprints, its multi-step workflow automation agents, across your organization. These improvements include: A - Organization approval workflow: Account admins can review and approve or decline Blueprints before they're promoted to the organization library, maintaining quality standards while enabling innovation. B - Enhanced editing experience: Collapsible execution prompts and enable/disable toggles make creating and managing Blueprints intuitive. C - Simplified sharing: A new Share button enables team members to adopt and reuse workflow automations, reducing duplicate effort and increasing team productivity. D - Time zone intelligence: Scheduled times automatically translate to each user's local time zone, eliminating confusion for distributed teams. E - Expanded ownership options: Ownership transfer functionality has been extended to the Service Account role for flexibility. The result is more collaborative workflow automation that accelerates standardization of best practices across your firm. ↗
SEI expands Tax Management and Overlay capabilities. SEI has announced an expansion of its tax management and overlay capabilities for separately managed account and unified managed account solutions. These enhancements provide advisors with control, transparency, and optionality for tax-management customization, in an effort to support both immediate and long-term tax benefits for investors. Designed to help advisors optimize tax outcomes, SEI’s Tax Management and Overlay capabilities now feature a more robust process. From tax transition analysis, through implementation and portfolio design, to portfolio management and reporting, these capabilities are designed to integrate tax considerations through multiple phases of the wealth management process and add value to advisor-client relationships. With the expansion, the integrated approach supports tax optimization by: 1 - Transitioning existing securities, including both individual stocks and exchange-traded funds with tax analysis and potential portfolio inclusion. 2 - Coordinating trading and overlay management, including both single-strategy SMAs, direct indexing, and multi-manager UMAs, to help avoid wash sales and optimize portfolio allocations. 3 - Enabling an annual capital gains budget, designed to intentionally target a maximum for annual gains realization, for strategic planning and tax control. 4 - Automating tax-loss harvesting with daily security and tax-lot level analysis for opportunities to realize capital losses. 5 - Providing reporting with the Estimated Taxes Saved Report, which includes both year-to-date and since-inception quantified value through integrated tax management. ↗
Nasdaq announces intent to launch Nasdaq Texas. Nasdaq Texas will be a dual listing venue designed to expand Nasdaq’s services for companies in Texas, while bringing new growth and investment opportunities to US investors. Nasdaq is launching Nasdaq Texas to make sure its clients who are operating in the state or looking to move to the state can realize the regulatory and economic benefits associated with operating in Texas. Nasdaq Texas will leverage Nasdaq’s existing technology platform, matching engines and global networks. Companies will retain access to Nasdaq's full suite of services, including investor relations tools, index products, market data and anti-financial crime technology through its Verafin platform. ↗
Intapp unveils new DealCloud features on its platform. These new features include: 1 - Generate targeted emails that convert: Build personalized email campaigns at scale with Intapp AI Prompt Studio, a feature within Intapp Assist. Simply provide instructions on tone, messaging, and the data points you want to include. The system automatically pulls relevant context from DealCloud, such as deal stage, investor profile, portfolio history, and other key details, to generate customized emails for each contact. This eliminates manual drafting and updates, freeing your team to focus on high-value work while ensuring consistent communication. 2 - Surface data from documents: With Intapp Assist, teams can upload PDF versions of documents to DealCloud and leverage AI to extract relevant data. By automating data extraction, teams will save time and lower the risk of human error to maintain data integrity. 3 - Demonstrate compliance + maintain trust: Discover who saw what and when with compliance reporting and audit trails, so firms can satisfy MAR and internal audit and compliance needs. With new compliance reporting, users can view data in real time and download reports tracking which users accessed what data. 4 - Enhance users’ experience: Maintain usability and clarity across all screen sizes while working within DealCloud. Dashboards and detail pages now seamlessly adapt to window sizes and device types, including phone, tablet, and desktop, to improve the user experience. 5 - Build accurate profiles: Leverage DealCortex to unify data and improve origination. Automatically integrate records from Intapp Data and third-party sources, including Pitchbook, Preqin, SourceScrub, and FactSet, directly into DealCloud company entries. This synchronized approach will reduce manual data entry, accelerate workflows, and help firms create accurate company profiles, so teams can make informed decisions and identify opportunities. ↗
DEAL ACTIVITY
Salesforce signs definitive agreement to acquire Doti. Salesforce will acquire Doti, an agentic enterprise search company, which is expected to close in the fourth quarter of Salesforce’s fiscal year 2026, subject to customary closing conditions. The acquisition will bring Doti’s team to Salesforce, strengthening its AI R&D hub in Israel, and accelerating the development of agentic search and knowledge discovery for users. With Slack as the conversational interface for this new capability, Salesforce will helps humans and AI agents to collaborate as teammates – surfacing connected data, insights, and actions from across the enterprise. ↗
Public is acquiring Alto’s CryptoIRA business. Public is an investing platform where members can invest in stocks, options, bonds, crypto, and contribute to retirement accounts. This acquisition expands how investors can build long-term wealth on Public, by allowing them to hold and trade crypto in a tax-advantaged retirement account. The transition is expected to take place in early 2026. Once the acquisition is complete, Public users will be able to trade in their crypto IRA. ↗
SS&C Technologies completes acquisition of Curo Fund Services. Terms of the deal were not disclosed. Around 300 Curo employees have joined SS&C in Cape Town, South Africa, as part of SS&C Global Investor & Distribution Solutions, led by Nick Wright. The merger will provide South African clients with access to SS&C’s automation, data and global operational experience. With this acquisition, Curo is expanding its fund administration offerings, growing market share and accelerating growth across South Africa and the African continent. Curo Fund Services already leverages several of SS&C’s fund accounting and asset servicing technologies. The transaction will not affect Curo’s existing client administration arrangements. ↗
Drooms sells stake in French proptech firm Bazimo to the software company Loré. Bazimo, founded in 2016, offers comprehensive property management services including Enterprise Resource Planning and analytics for areas like tenant management, financial management, technical management, and ESG management. This sale, which comes after Drooms' initial investment in February 2022, is a result of Bazimo's strategic decision to refocus its efforts more on the French market. ↗
S&P Global completes acquisition of ORBCOMM's Automatic Identification System business. The AIS business is a provider of satellite data services used to track and monitor vessels, enhancing maritime visibility and delivering insights that support business intelligence and decision-making for users worldwide. It will be operated within the S&P Global Market Intelligence division and support the S&P Global supply chain strategy. The two organizations have also established a strategic alliance framework aimed at developing an array of supply chain data and insights, supplementing S&P Global's maritime, risk and trade solutions and highlighting its dedication to investment in this sector. S&P Global does not expect this transaction to have a material financial impact on S&P Global Market Intelligence or S&P Global as a whole. ↗
Scribe raises $75M Series C led by StepStone Group. Scribe helps organizations document and scale how work gets done. Scribe's Workflow AI platform turns processes into playbooks to help users train colleagues, assist customers, and drive software adoption. The all-equity Series C round was led by StepStone, with participation from existing investors Amplify Partners, Redpoint Ventures, Tiger Global, Morado Ventures, and New York Life Ventures. With this round, Scribe plans to accelerate the rollout of Scribe Optimize and related products. ↗
PARTNERSHIPS & INTEGRATIONS
Acuity Knowledge Partners integrates S&P Capital IQ into its Agent Fleet platform. This collaboration brings company intelligence, financials, estimates, transactions and professional data into Agent Fleet. Acuity Knowledge users will benefit from the same real-time updates and global coverage available on the S&P Capital IQ workstation. For over 10 years, Acuity has expanded its work with S&P Global Market Intelligence. This enhanced offering takes S&P Global Market Intelligence data feeds into Agent Fleet. The data is fully processed within Agent Fleet, enabling Acuity to manage the life cycle of outputs and deliver insights at scale via Snowflake. The integration is live and available globally. ↗
ShareVault partners with Finalis to modernize deal execution for middle-market banks. ShareVault has joined the Finalis Member Advantage Program, partnering with Finalis to deliver deal workflow tools to middle-market investment banks, M&A professionals and placement agents. Through this collaboration, Finalis-referral firms gain access to ShareVault’s VDR solution at a 20% referral discount, equipping them with security, AI-driven efficiencies, and a modern user experience optimized for quick deal execution. Now, its members will benefit from an integrated deal-tech stack that unites regulatory infrastructure, deal sourcing, and document workflow, delivered through ShareVault’s interface and controls. ↗
Nasdaq Private Market partners with april to create a purpose-built tax calculator. This tax calculator will help employees understand their estimated tax outcomes – including income, capital gains and alternative minimum tax - before they sell their shares. This means: 1 - Less questions directed towards internal teams, 2 - enhanced clarity for employees; and 2 - A smooth and scalable experience that supports company growth and secondary liquidity opportunities. ↗
FIS GETPAID and Treasury Risk Manager - Integrity Edition are now on the Microsoft Marketplace.The availability of these solutions on the Microsoft Marketplace allows users globally to benefit from Microsoft’s cloud-first capabilities. Deployment via Microsoft Marketplace accelerates the delivery of secure and scalable solutions to the marketplace, while also allowing for elasticity, giving businesses the power to update their infrastructure at speed with support. ↗
PM Insights partners with Syntax Data. This strategic partnership combines Syntax’s proprietary company classification system with PM Insights’ private market dataset. The partnership unlocks analytical transparency by combining PM Insights’ coverage of mid-to-late stage venture-backed private companies with Syntax’s patented Functional Information System classification framework. This integrated classification system, which applies indexing methodology across both public and private company universes, enables institutional investors, registered investment advisors, and asset managers to conduct accurate benchmarking and derive actionable insights across markets. RIAs and institutional asset managers can now access enhanced benchmarking capabilities, including sector-specific performance metrics, revenue multiples comparisons, and cross-market intelligence. Key capabilities of the integrated solution include: 1 - Unified Classification Framework: Business model classification across 12,500+ public companies and thousands of private companies, enabling true comparisons. 2 - Enhanced Valuation Intelligence: Pricing data enriched with positioning and sector dynamics. 3 - Benchmarking: Performance comparisons across public and private peers, with sector-specific indices and revenue multiple analytics. 4 - Market Share Intelligence: Proprietary market share data revealing positioning within industries and emerging themes. ↗
Yodlee and JPMorganChase strengthen partnership with updated Data Access agreement. JPMorganChase and Yodlee have enhanced their 20-year partnership through an amendment to their existing Data Access agreement, which includes mutual commitments and a pricing structure. ↗
NEW CLIENTS
Boothbay Fund Management chooses S&P Global Market Intelligence’s Fixed Income Pricing to support its front-office research and trading workflows. Boothbay Fund Management is a global multi-strategy alternative investment adviser. ↗
TD Wealth selects FactSet as market data provider. FactSet and TD Wealth have announced the launch of a multi-year strategic relationship, making FactSet one of the market data providers of choice for TD Wealth in Canada. The collaboration between FactSet and TD Wealth deploys FactSet Workstations to TD Wealth Private Wealth Management and TD Direct Investing colleagues across the country and harnesses FactSet’s content feeds and Application Programming Interface to power their retail client portals in Canada, enabling fast and disciplined execution across the businesses. ↗
3VC migrates flagship Luxembourg fund to fundcraft. fundcraft will now act as the central administrator and the external AIFM of the Fund. The migration was finalized on October 1 2025, completing the transfer of historical data of the Fund, including investor commitments, investment portfolio data, and accounting records to a unified operating system. This transition marks the consolidation of 3VC’s operational setup, previously spread across multiple systems and service providers for LP management, central administration and AIFM oversight, into a single integrated operating system under fundcraft. The mandate covers both UCI administration and AIFM management operations across the Fund. With the migration complete, 3VC is now positioned to launch future funds on an AI-ready operational infrastructure with automated workflows, real-time data, and transparent investor reporting. ↗
Pine Valley Capital Partners chooses Hypercore to modernize its loan management infrastructure. With Hypercore, Pine Valley is bringing automation and real-time visibility to its credit operations. Pine Valley Capital Partners is an investment manager focused on opportunistic credit and direct lending to law firms in litigation and arbitration. By adopting Hypercore, Pine Valley can manage deal structures with speed, accuracy, and control. ↗
OFFICE & PERSONNEL
Peter Stumbles and Dirk Vater appointed as co-leaders of Bain's global Financial Services practice beginning January 1, 2026. Based in New York, Stumbles is a senior partner in Bain’s Financial Services practice. He previously served as Bain’s managing partner in Australia from 2019 to 2025 and, prior to that, led the firm’s Asia-Pacific Financial Services practice from 2015 to 2019. He brings to his new leadership role experience with Bain’s clients across the financial services industry, including in the banking, insurance, asset and wealth management, payments, and fintech sectors. Stumbles has supported clients across all aspects of strategy and transformation, including programs in corporate strategy, customer-led growth, digital and technology, data and analytics, operating model, performance improvement, and risk management. Vater, who will split his time between New York and Frankfurt, is currently EMEA leader of Bain’s Financial Services practice, as well as part of the firm’s Global Digital leadership team and a senior member of its Sales & Marketing practice. He has over 30 years of management consulting experience, advising global clients on transformation programs and strategy development, across retail banking, wealth management, small and medium-sized financial enterprises, and in corporate banking. Over the past decade, he has led digitalization projects for global financial institutions, including developing and implementing banks’ digital transformation agendas, setting up digital factories, and redesigning financial firms’ customer journeys to mirror the development of new business models. Stumbles and Vater will succeed Julien Faye, who has led the global FS practice for the past six years. ↗
73 Strings welcomes Michael Kostadinovich as Chief Technology Officer. Kostadinovich brings more than two decades of experience scaling technology organizations across fintech, SaaS and B2C. He has held senior leadership roles at several companies, guiding them from Series B through to unicorn status. At 73 Strings, Kostadinovich will lead the company’s global technology strategy, accelerating innovation across AI, product development, and engineering. Kostadinovich will lead 73 Strings’ global technology strategy, with a focus on scaling the company’s engineering capabilities and accelerating delivery at pace. As part of his mandate, he will also expand the company’s US engineering presence, strengthening proximity to clients and driving innovation across regions. ↗
Annabel Fan joins Arch as its first Chief Revenue Officer. Fan is a GTM leader with 20+ years of experience scaling revenue teams across cloud, fintech, and enterprise technology. Most recently Fan was Head of Strategics at Stripe. ↗
Josh Bourone is the new Head of Private Equity at MSCI. At MSCI, Bourone will lead MSCI's global Private Equity strategy, partnering across research, data, technology, and coverage teams to build solutions for private markets. Bourone joins MSCI from Ganryu Capital Partners, an investment management firm he founded. ↗
Northern Trust introduces Cecilia Li as the China Country Manager based in Beijing. Li is responsible for driving business development and client engagement across the region, while also fostering relationships with regulatory authorities. With more than 19 years of experience in the financial services industry, Li brings a background spanning equity research, macro strategy analysis, global markets sales and trading, and onshore China strategy execution for foreign bank branches. Before joining Northern Trust, Li held senior roles at State Street, including FX Sales and Trading Manager in Beijing and Equity Strategist in the Global Markets division in London. ↗
Bain & Company appoints Philip Dowling to lead global Brand, Marketing & Sales practice. As Global Head of BMS, Dowling will spearhead Bain’s end-to-end solution for brand and commercial transformation, helping marketing and sales leaders to unlock sustained growth. Working in close collaboration with Bain’s Customer practice leadership, he will advance the firm’s AI-powered BMS roadmap, enabling clients to turn creativity and technology into competitive advantage. In his new role, Dowling will focus on accelerating client value creation by strengthening relationships with C-suites, advancing Bain’s suite of growth solutions, and scaling AI and digital capabilities. His work will help clients build modern marketing and sales capabilities, creating pathways to sustained revenue growth. He will also deepen Bain’s ecosystem partnerships with technology providers to accelerate time-to-value for clients. ↗
Moonfare welcomes Tarun Dara as its new VP of Finance. Dara brings more than 20 years of leadership experience from General Electric, Wayfair, Solaris SE and KPMG, where he helped drive growth, optimize operations and strengthen financial performance across global markets. ↗
AlphaSense names Nilka Thomas as Chief People Officer. Thomas will oversee AlphaSense’s global people strategy, including talent acquisition, culture, organizational development, employee experience and inclusion. Thomas brings more than two decades of experience building and leading organizations at technology companies. Thomas served as Chief People Officer at Lyft through their IPO and journey as a newly-public company, where she led all aspects of the company’s people function during a period of transformation and growth. Before Lyft, she spent more than a decade at Google, where she held senior HR and talent leadership roles focused on global staffing, culture, and inclusion initiatives. At AlphaSense, Thomas will report directly to Founder and CEO Jack Kokko and lead the company’s global people organization across North America, EMEA, and APAC. ↗
ListAlpha welcomes Maryna Tyshko as its new Finance Manager. Tyshko brings prior experience in financial reporting and P&L management. ↗
Stephen McDowall starts new position as Director, Data Operations at Addepar. McDowall spent the last nine years at JPMorgan Chase & Co. as an Executive Director - Data Solutions Operations. He also spent more than 12 years at HSBC Global Banking and Markets. ↗
Paulina Czerwonka Zilch starts new position as SVP, Director of Commercial Engagement, Data Solutions at FactSet. Zilch has been with FactSet for over 21 years. Until recently, she was the SVP, Director of Commercial Operations, Data Solutions. Zilch started as a Consultant in June 2004. ↗
S&P Global appoints Robert Moritz to its Board of Directors, effective March 1, 2026. Moritz has more than four decades of global leadership experience specifically in audit and assurance in the financial services, banking sectors and capital markets. Most recently, Moritz served as global Chairman of PwC where he led the company's global leadership teams – setting strategy and elevating PwC's brand among its clients and stakeholders. Moritz is currently a member of Walmart's Board of Directors, where he sits on the retailer's audit and technology and e-commerce committees, and Northern Trust Corporation, as a member of the audit and human capital and compensation committees. Moritz will serve on the S&P Global Board's Audit and Nominating and Corporate Governance committees. ↗
VENDOR RESEARCH & WHITEPAPERS
Bipsync has a new blog, "Are we in an AI bubble and what will happen if it pops?". In this piece, Bipsync CEO Graeme Faulds reflects on today’s AI boom and what history can teach us about real, lasting innovation. ↗
Filament Syfter has a new blog, "Key use cases for AI engines in private equity from origination to value creation". In this piece, Filament Syfter highlights five common and impactful use cases that are emerging across private equity teams today. ↗
OneTrust has a new blog, "Is Your Vendor’s AI Putting You at Risk?". This blog explores what third-party AI risk actually looks like and how to build it into your governance program before it’s too late. ↗
Grata has a new blog, "Grata's Guide to Kickstarting Your M&A Career". In this blog, Grata breaks down everything that aspiring M&A professionals need to know about how to break into the industry and how to succeed. ↗
Backstop has a new blog, "From research to recommendation — Without the spreadsheet chaos". Backstop feels that connecting research insights to client portfolios can often feel like juggling multiple spreadsheets, PDFs, and emails. Therefore, valuable time is spent hunting for information instead of delivering actionable investment insights. In this blog, Backstop goes over challenges that consultants frequently face and how they can play out in real-world scenarios. ↗
AWARDS
IQ-EQ wins ‘Global Fund Administrator of the Year’ and ‘African Fund Administrator of the Year’ at 2025 Asset Servicing Times Industry Excellence Awards. The Asset Servicing Times Industry Excellence Awards are dedicated to supporting and recognizing talented and dedicated firms across the financial services industry. Winners are selected based on merit, with the Securities Services Advisory Group providing independent industry expertise in judging the awards. ↗
StepStone Group named the “Rising Asset Management Firm” at Asian Private Bankers 13th Asset Management Awards for Excellence 2026. This award recognizes StepStone’s presence and momentum in Asia’s wealth management industry. ↗
The winners have been announced from the Buy-Side Technology Awards 2025. Winners from PE Stack's Vendor Profiles include:
Best buy-side client reporting platform – Venn by Two Sigma
Best buy-side compliance product (trading) – Bloomberg
Best buy-side corporate actions platform – S&P Global Market Intelligence
Best buy-side CRM platform – S&P Global Market Intelligence
Best buy-side data management product – FINBOURNE Technology
Best buy-side EMS – FactSet
Best buy-side evaluated pricing service – LSEG
Best buy-side IBOR platform – SimCorp
Best buy-side managed data service – Fusion by JP Morgan
Best integrated front-office platform – FactSet
Best integrated middle-office platform – 73 Strings
Best portfolio accounting platform – SS&C Advent
Best private markets data provider – S&P Global Market Intelligence
Best overall technology provider, 2025 – S&P Global Market Intelligence
Congratulations to all the winners! ↗
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