This Week’s Vendor News

NEW & UPDATED PRODUCTS

Acuity Knowledge Partners launches new digital solution, RFP Pulse. Leveraging technologies, such as LLMs and GenAI, BEAT RFP Pulse helps financial institutions automate the RFP process by reducing response time. This enhances productivity and improves operational efficiency, enabling institutions to win new business and strengthen existing client relationships. Solution features include: 1 - Web-based platform, 2 - Accelerated response generation, 3 - Seamless content management, 4 - Unified project workspace, 5 - Interactive dashboards and reporting. ↗

S&P Global introduces EDM Insights to enhance investment data management. EDM Insights, which is launching in Q2 this year, is a new platform that will provide investment teams with real-time, actionable intelligence. EDM Insights unifies the data ecosystem, delivers real-time intelligence, and simplifies access. Key benefits include: 1 - real-time analysis, allowing investment teams to uncover hidden patterns and make informed decisions, 2 - Seamless Integration Across Systems, 3 - Designed for Investment Professionals, 4 - Built on modern Data Mesh principles and open table formats, EDM Insights enables decentralized data ownership while maintaining governance, allowing teams to innovate independently while preserving data integrity across the organization. ↗

Dakota launches the Earnings Call Intelligence Platform, now part of the base Dakota Marketplace subscription. Earnings Call Intelligence Platform. a complete AI-powered workflow layer for sourcing, diligence, monitoring, and thematic research. With real-time transcripts, earnings summaries, SEC filings, and even investor contact info. Features include: 1 - 12,500+ public company profiles, 2 - AI-generated summaries & sentiment, 3 - SEC filings, earnings presentations, real-time alerts, 4 - Ask Dakota: AI-powered research agent. ↗

DiligenceVault introduces DV AFS Analysis Module, powered by is Document Intelligence Engine. Features of the DV AFS Analysis Module include: 1 - Standardized AFS blueprint, 2 - AI-powered data extraction, 3 - Risk flagging and prioritization, 4 - Built-in collaboration tools, 5 - Integrated with portfolio workflows. ↗

Robin AI introduces Robin’s Legal Intelligence Platform. Robin’s Legal Intelligence Platform is a tool that combines a system of record with a system of intelligence. Robin AI has also launched a new brand and website too. ↗

Infrrd launches Infrrd’s No-Touch AI. No-Touch AI is Infrrd's AI partner that logs in before the user, automatically extracts data, verifies it, flags errors, and performs calculations, so when the user starts their day, everything they need is already in place, accurate, and action-ready. ↗

Tagnifi releases Enhanced Lists, a new feature that enhances how users organize and customize their data in TagniFi. With this new feature, users can now enhance their custom lists with additional columns tailored to their specific needs. Key Improvements include: 1 - Dataset-Specific Lists, 2 - Custom Columns, 3 - New Folder System, 4 - Enhanced User Experience. ↗

SS&C Technologies adds Investment Management Services to Black Diamond Wealth Platform. The Black Diamond Investment Management Services is a suite of integrated capabilities designed to enhance how wealth management firms streamline portfolio management, trading, and client engagement. Key highlights of Black Diamond Investment Management Services include: 1 - Managed Account Services: turnkey solution enables advisors to outsource trading, rebalancing and portfolio oversight directly from the Black Diamond platform. 2 - Model Marketplace: curated access to a selection of portfolio models—including those from SS&C ALPS Advisors and third-party managers—supporting both proprietary and outsourced investment approaches. 3 - Proposal Generation: automated tools for building investment proposals improve client communication and accelerate onboarding. 4 - Human-Centered Investing: tailored household-level rebalancing and tax-aware optimization align portfolios with clients’ goals, constraints, and risk profiles. ↗

B4Finance and Dynamo Software create integrated solution for investment managers. By combining AI-driven KYC/AML compliance and investor onboarding with deal management, portfolio monitoring, and fund accounting tools, the new solution will help streamline operations across the investment lifecycle. ↗

DiligenceVault launches Document Intelligence Engine to enhance fund due diligence. The new AI-powered solution is designed to relieve teams from the grind of document reviews, data extraction, and questionnaire responses. The engine reads and understands a range of documents from operational DDQs and PPMs to financial statements and ESG reports, and can automatically answer questions in DDQs, RFIs, and RFPs and extract key datapoints. Key features include: 1 - AI-Powered Generation: Produces responses by extracting insights from multiple fund documents, helping streamline decision-making. 2 - DDQ/RFP Automation: Generates responses to investor questionnaires using standardized DDQs such as ILPA and AIMA, as well as internal fund reference materials. 3 - SmartTemplate Assistant: Provides AI-integrated templates for document types such as side letters, PPMs, assurance reports, and audited financials to support efficient fund reviews. 4 - Data Extraction: Automatically identifies and structures data points with a confidence score and source attribution, reducing manual review effort. 5 - Analytics and Reporting: Visualizes trends and benchmarks based on extracted data. The Document Intelligence Engine is now available as part of DV Assist. ↗

Dealstack launches Waterfalls for live, automated and auditable calculation of instrument values throughout the structure. What's included with this new feature: 1 - Real-time payouts: Pulls live ownership data straight from the cap table with no spreadsheet stitching required. 2 - Multi-level modelling: Calculates distributions across acquisition stacks and rolls them up to the fund level in one click. 3 - Instant scenario modelling: Change variables to see impact on distributions at each level of the structure. 4 - Quarterly reporting: For each portfolio company, create outputs for internal use or with LPs. ↗

S&P Global Market Intelligence unveils ProntoNLP Filings Analytics, a new addition to its AI-powered text analytics suite. This release brings NLP capabilities to both SEC and Non-SEC filings. Powered by a proprietary Large Language Model and updated hourly, it extracts insights from disclosures. Users can uncover sentiment shifts, emerging signals, and thematic patterns, supporting strategic analysis, inflation monitoring, detection of supply chain stress and more. ProntoNLP Filings Analytics is now available via Snowflake and Xpressfeed. ↗

Owlin shares the latest enhancements to its Owlin Platform. One new feature is Owlin Screening that includes Risk Scores, Summaries, and data transparency. Owlin has also improved – Summaries in the Newsletter, which allows users to identify which companies in their portfolio or pipeline require attention. Next, is enhanced ESG Lens for Adverse Media , which now Includes Community Impact. ↗

AlphaSense launches a refreshed brand and website. The updated website can be found at: www.alpha-sense.com ↗

Visible builds free Fundraising GPT for founders. The Fundraising GPT is a 24/7 coach designed to help users navigate the venture capital process, from crafting their pitch to building investor relationships. ↗

Addepar unveils new product updates on its platform. These new enhancements include: 1 - Portal Views: Highlight your brand with a background image and custom color palette in the new Portal Views. Choose from four built-in background themes or upload your own image. 2 - Addepar Trading: Surface portfolios drifting from their assigned models directly in Dashboards with the new drift monitoring widget for Addepar Trading. Define drift thresholds, filter by entity or asset class, and take action by navigating to a pre-filtered portfolio list with full context. 3 - Capital gains tax modeling now supported across all model types in Navigator. ↗

Dialllog launches AI Summarisation: a new way to catch up on key interactions within any company or dialog feed in Dialllog. Features of AI Summarisation include: 1 - one click, 2 - up to 12 months of history, 3 - 10-page max summary, 4 - tasks, emails, notes; condensed into bullet points. ↗

Standard Metrics releases new Model Context Protocol. The new MCP server lets compatible clients like Claude Desktop pull Standard Metrics data into secure and permission-aware context so users can ask questions in natural language and get instant answers in the tools they’re already using. Standard Metrics knew that this MCP bridge to the Standard Metrics API would: 1 - Eliminate copy-paste friction: No more juggling CSVs or browser tabs to explore Standard Metrics’ data in different platforms. 2 - Respect firm-level permissions: Keep sensitive metrics locked to authorized users while maintaining permissions in the Standard Metrics platform. 3 - Deliver conversational analysis. ↗

Beauhurst enhances its coverage of acquisitions and buyouts. Now, users can track every announced acquisition and PE buyout across the UK and Germany. This means: 1 - more coverage, 2 - visibility of ownership changes and 3 - improved company histories. ↗

Hypercore unveils new feature, Control Layer, that helps teams stay audit-ready all year round. The new Control Layer brings a built-in approval process to loan operations, providing audit-ready oversight and everyday compliance. With embedded approval workflows, role-based permissions and audit trails, it enables teams to apply SOX-aligned controls seamlessly - without slowing things down. What do Hypercore users gain? 1 - Clear ownership over every change, 2 - System-enforced approval workflows, 3 - Full traceability from draft to execution, 4 - No spreadsheet drift. ↗

Apliqo introduces its new AI solution for UX and FPM, the Apliqo Virtual Analyst. In addition the virtual analyst, Apliqo has unveiled other new features for administrators and end users. From enhanced styling control with custom CSS to streamlined app management and an enhanced user interface — Apliqo's newest release focuses on flexibility and usability. Available in both English and German, the updated website offers streamlined navigation, a modern look, and a library of resources. There is also a new Apliqo website bot — an intelligent assistant that helps users find the right answers quickly. ↗

Mosaic unveils new functionality on its platform; the ability to link exit multiple to the entry multiple. This new feature is a way to ensure consistency across scenarios and avoid any manual mismatches, especially when the user is toggling between cases or refreshing assumptions in real time. What is new: 1 - Link the exit multiple to the entry multiple to keep them perfectly matched, down to the decimal. 2 - Save time adjusting multiple fields when building or updating cases. 3 - Maintain consistency across scenarios and reduce manual input risk when toggling assumptions. ↗

Affinity introduces new features on its platform. These new enhancements include: 1 - Affinity’s new sourcing tool to find and close better deals fast, 2 - Enhanced mobile and integrations experiences with linking and a WhatsApp Web integration, 3 - Streamlined duplicate management for clean data, 4 - Fast analytics and improved LinkedIn insights. ↗

DEAL ACTIVITY

iCapital completes over $820 Million capital raise. This brings the company’s valuation to over $7.5 billion. The new funding will be used to accelerate iCapital's global acquisition strategy, geographic expansion, and technology innovation. Terms of the capital raise were not disclosed. ↗

Broadridge Financial Solutions reaches agreement to acquire Acolin, a Zurich-based provider of cross-border fund distribution and regulatory services. The acquisition will enhance Broadridge's global fund distribution, data, and regulatory service capabilities while establishing what the company calls a "pan-European fund distribution network". Financial terms remain undisclosed for the transaction, which is expected to close in the first half of FY 2026, pending regulatory approvals. ↗

Forge completes Accuidity Capital Management acquisition. The addition of Accuidity’s co-investment vehicles and early-stage venture funds enables Forge to offer a diversified set of investment solutions through the Forge private market platform. Furthermore, Forge and Accuidity will collaborate to transition Accuidity’s flagship Megacorn Fund—an institutionally managed index fund designed to replicate, over time, the performance of the Forge Accuidity Private Market Index—into an interval fund, compliant with the Investment Company Act of 1940 and subject to SEC approval. The Megacorn Fund could provide broad investor access to private market exposure at lower cost and with reduced investment minimums. ↗

Kroll intends to acquire Madison Pacific Group. Kroll will acquire Madison Pacific from Vistra Group, subject to regulatory approvals. This acquisition will establish Kroll’s Agency and Trustee Services practice in the Asia Pacific region. The combination of Madison Pacific’s presence in Hong Kong and Singapore with Kroll’s global platform will deliver integrated, domestic and cross-border solutions to clients worldwide. ↗

Broadridge to acquire Acolin, accelerating modernization and transparency in cross-border fund distribution. Acolin is a European provider of cross-border fund distribution and regulatory services. The acquisition will create a pan-European fund distribution network, facilitating access to investors and distribution partners while supporting the efficiency of fund distribution for asset managers worldwide. Acolin will extend Broadridge’s services in Europe, expand its regulatory fund communications services to include compliance operations, integrate capabilities to support fund creation and broaden its distribution insights to support the needs of European and global asset managers. The transaction is not expected to have a material impact on Broadridge’s financial results and is expected to close in the first half of Broadridge’s 2026 fiscal year, subject to customary closing conditions and regulatory approvals. ↗

Aquiline completes acquisition of SEI's Family Office Services business. Effective June 30, the business will now operate under the name Archway and deliver integrated technology and outsourced services that support the accounting, investment management, and reporting needs of family offices and financial intermediaries. The Archway Platform is designed to streamline operations and deliver financial reporting for ultra-high-net-worth families. As of March 31, 2025, the platform supported $733 billion in assets. ↗

PARTNERSHIPS & INTEGRATIONS

Clearwater Analytics and Bloomberg partner to optimize investment management workflows. This new strategic collaboration aims to deliver a front-to-back investment solution for asset owners and asset managers. The new offering will provide users with an enhanced operating model that delivers scale and flexibility, allowing them to manage costs and reduce risk. Clients using this combined solution will benefit from the following improvements to their front-to-back investment management experience: 1 - Turnkey Managed Integration, redefined target operating model built to evolve with the industry. 2 - Enhanced OTC Management, using Bloomberg’s tools for creation and management of OTC securities. 3 - Integrated Cash Management, synchronized daily to support consistency and transparency. 4 - Consistent Position and Trade Data Exchanges, support data consistency and lineage across systems. ↗

Affinity and Vestberry integrate to streamline workflows. This integration automatically syncs organization and contact data from Affinity into Vestberry. Together, Affinity and Vestberry can help create a connected workflow from relationship-driven sourcing to portfolio reporting—eliminating duplicate work, syncing teams, and enhancing both CRM and fund data. This integration also enables syncing of organization and contact data from Affinity into Vestberry, eliminating data silos and reducing manual data entry. Key capabilities of this integration include: 1 - The ability to push records from Affinity, 2 - Vestberry tags the source of records synced via Affinity for reference, 3 - Prevents duplicate data in dashboards. ↗

Canoe and Altvia are partnering to automate and manage private capital markets workflows for fund of funds. This new partnership integrates Altvia’s platform and CRM for managing LP investor communications with Canoe’s alternatives data retrieval and automation platform. Together, the integrated platforms will help Fund of Funds clients manage their Limited Partner reporting workflows. The initial focus of the integration is on fund data aggregation. Underlying fund data for GPs will travel downstream from Canoe to Altvia, where it will be brought together before dissemination. ↗

Canoe welcomes Atomic Insights to its Partner Program. Atomic Insights provides RIAs and Family Offices with payment workflow automation. Canoe and Atomic Insights are teaming up to implement technologies that will streamline data management and payment automation. ↗

AirFund introduces new partnership with Access Capital Partners for the distribution of the Otentiq Private Infrastructure III fund. The aim of this partnership is to make co-investments in infrastructure accessible, via an institutional strategy designed for private clients. ↗

Canoe unveils new partnership with asora, a SaaS platform for single and multi-family offices. Under this partnership, users will be able to track and oversee assets, automate data capture and provide digital on-demand reporting on the web and mobile across all public and private assets. Together, Canoe and Asora will provide efficiency and automation in reporting. ↗

Carta expands partnership with Sequoia. For years, customers of Sequoia’s CompOS platform have been able to access Carta Total Comp benchmarks in the Sequoia platform. As part of this expanded collaboration, Carta will generate bespoke, tailored data sets from the Total Compensation platform for Sequoia clients that are looking for specific guidance around their compensation strategy. These custom data cuts will provide Sequoia’s compensation advisors with personalized advice for growth-stage companies that are building compensation strategies. ↗

Novata collaborates with Microsoft to scale sustainability solutions for SMEs. Novata will leverage Microsoft Azure AI Foundry - including Azure AI Search - and Microsoft Fabric to unlock new efficiencies and capabilities in its sustainability solutions, data management and reporting process for businesses globally.The collaboration will help businesses streamline sustainability management, amplify impact with AI innovations, and enhance reporting. Partnership highlights include: 1 - Expand access to Novata’s platform: Microsoft will become a sales partner for Novata across its SME channel. 2 - Co-develop AI technology: Novata and Microsoft will co-develop a range of AI-powered tools to simplify sustainability data collection and reporting for clients, as well as drive value creation. 3 - Strengthen supply chain reporting: Novata will help Microsoft suppliers meet their climate reporting obligations, providing companies with the tools needed to track, manage, and report sustainability metrics. ↗

Insignia Financial has transitioned a range of administration and technology functions to SS&C Technologies, completing the next step in the transformation of its Master Trust business. This follows the signing of a Master Services Agreement in February. Nearly 1,300 people within the administration, technology and digital teams that support the Master Trust business, have moved to SS&C. ↗

YieldStreet partners with Crossroads Live, a commercial theater producer, to introduce a different investment strategy to accredited investors: financing theatrical tours. This approach focuses on touring established titles with audience demand across North America, the UK, and Australia — enabling theatergoers to experience some of Broadway’s hits, while offering investors a new way to diversify their portfolios. ↗

Endava and Goji partner to enhance private fund integration. Under this new partnership, Goji and Endava have developed an Accelerated Integration Gateway Framework, which is a suite of reusable components, pre-built templates and training materials. This toolkit aims to simplify integration processes, reduce delivery timelines and improve consistency across Goji’s client implementations. As a result, Goji can scale its digital solutions and helps its clients to integrate and manage their private fund operations. Endava’s Accelerated Integration Gateway Framework offers fast onboarding, reduced integration overheads, and an enhanced investor experience. The structured approach boosts productivity and delivers measurable return on investment. ↗

FINBOURNE Technology now integrates with Claude to enable real-time investment operations. The integration allows AI agents to access live investment data, automate workflows, and perform real-time actions while maintaining governance, compliance, and auditability. By incorporating Claude through MCP, FINBOURNE enables clients to deploy AI agents capable of reasoning over complex investment data and executing multi-step workflows in real time. This integration makes it possible to calculate live performance and risk metrics, automate workflows spanning multiple systems, and carry out actions with full entitlement checks and data lineage. ↗

Anaplan and Google Cloud partner to accelerate digital transformation across Saudi Arabia. The collaboration allows organizations in Saudi Arabia to leverage Anaplan’s AI-powered planning platform, hosted on Google Cloud, to build data-driven business models to accelerate digital transformation. ↗

Forge partners with Fortune to co-create a new series of private market lists and rankings. This new partnership leverages Forge’s proprietary data to highlight the companies, leaders, and sectors driving growth outside the public market. ↗

NEW CLIENTS

Proterra selects Anduin to enhance investor experience. Proterra Investment Partners has adopted Anduin to modernize its investor onboarding and streamline capital formation processes. By leveraging Anduin's platform, Proterra has replaced manual processes with scalable workflows—enhancing transparency, efficiency, and oversight. Based in Minneapolis, Proterra is an alternative asset manager focused on private equity and private credit investments across the global food value chain. Through Anduin Fund Subscription, Proterra now offers a digital onboarding experience, enabling investors to complete documentation through a seamless interface. Anduin's integration with its fund administrator ensures bi-directional data flow for accuracy and efficiency. Investors can also access Anduin directly via Proterra's investor portal. To support registered investment advisors, Proterra implemented Anduin Advisor Advantage, which simplifies client onboarding, data management, and subscription execution. ↗

Verdane selects Chronograph to power its portfolio monitoring capabilities. Verdane is a specialist growth buyout investment firm that partners with tech-enabled businesses that help to digitalize and decarbonize the European economy. ↗

LBP AM selects Domos’ front-to-back SaaS solution to manage its private assets. LBP AM, a European asset manager, has selected Domos: Domos FS’ modular SaaS front-to-back platform, to support the full lifecycle of its private markets operations. LBP AM’s selection of Domos is part of its strategic initiative to modernize its technology infrastructure, particularly for its private markets business, which includes private debt and Capital Solutions strategies. Domos will provide LBP AM with a scalable solution to support its: 1 - Fund operations and investor relations, 2 - Position management and reconciliation, 3 - Regulatory and client reporting, 4 - Capital calls, distributions and investor onboarding. This collaboration enables BP AM to automate its workflows, structure its data, and scale operations across its European Private Markets platform. ↗

Versicherungskammer Group selects Clearwater Analytics for investment operations. Versicherungskammer, the German public insurer, has selected Clearwater Analytics’ platform to improve their middle, back office and risk functions. By adopting Clearwater’s cloud-based platform, Versicherungskammer will gain real-time data analytics to strengthen investment decision-making and drive performance. This partnership provides Versicherungskammer with enhanced data quality, supports its decision-making processes and lays the foundation for further development of its risk and performance management platform. ↗

OFFICE & PERSONNEL

Mo Hersi appointed Director of Operations at Finquest. Hersi, who joined Finquest nearly six years ago, has taken on key roles across research, operations, and project delivery. In his most recent role as Associate Director, Hersi worked closely with Chief Operating Officer Gerard Belicha to oversee day-to-day Client Team operations and lead initiatives focused on resourcing, team enablement, and performance. In his new role, he will partner with Chief Customer Officer Aryanish Kapadia and Belicha on strategic cross-functional projects. ↗

RelPro appoints Maria Grineva As Chief Data Officer. In her role, Grineva is leading RelPro’s data innovation and operations as the company executes data and Artificial Intelligence initiatives to support its clients. in 2022, Grineva founded Prog.AI, which is an AI-enabled data platform that helps find and hire software developers based on their code contributions on GitHub. ↗

Carina Negreanu is the new CTO at Robin AI. For the last year, Negreanu has held the role of VP of AI at Robin AI. She also spent almost six years at Microsoft, most recently as a Principal Research Manager. ↗

Christopher Redino is the new Head of Data Science at BlueFlame AI. Redino just spent the las four years at Deloitte as a Senior Manager in AI/ML. ↗

Tim Kelleher joins Quantium as Assistant Vice President of Client Solutions. Before joining Quantium, Kelleher worked at Clearstream, a European supplier of post-trading services, for more than seven years. ↗

Nasdaq Private Market names Mike Buono and Phil Germann Co-Heads of Execution. In their new roles, Buono and Germann will be tasked with leading the trading desk and overseeing relationships with broker-dealers and institutional clients. They will help drive shareholder, investor, and global bank adoption of products deployed by NPM including block trading and capital introduction. Buono joined Nasdaq Private Market in 2024 as a Director within the Capital Markets division. Prior to NPM, he spent five years at EquityZen, where he led the institutional investment sales desk and worked with family offices, secondary funds, hedge funds, private equity, and venture capital funds, RIAs and high-net-worth individuals. Germann joined Nasdaq Private Market in 2024 as a Director within the Capital Markets division. Prior to NPM, he spent six years at EquityZen, where he served as head of the institutional markets/broker-dealer sales desk and led the sales strategy on the supply side for the company’s secondary trading platform.
Bono and Germann will continue to be based out of the company’s New York office and report into Bill Spoor, Managing Director and Head of Capital Solutions at Nasdaq Private Market. ↗

Bunch adds seven new employees to its company. These new additions are: Aleksandar Jovanov - Engineering Manager, Natalia Jelic - Account Manager, Tiago Fragoso - Senior Backend Engineer, Andrew Rogerson - Senior Software Engineer, Kim Zwiener - Account Manager, Brian Doench - Senior Product Designer and Joaquin Perez Bel - Fund Operations Manager. ↗

Ayan Acharyya joins Vitech Systems Group as Global Alliances Director. Acharyya will be responsible for leading efforts to build and scale a partner ecosystem for Vitech's platform, V3locity. ↗

Sarah Yu is the new Director of Data Strategy and Operations at Canoe Intelligence. Until recently, Yu was a Director at Warren Equity Partners. Yu has also spent time at Credit Suisse, H.I.G. Capital and SQN investors. ↗

David Thomas O'Malley is the new President at LemonEdge. O'Malley brings over 30 years of experience scaling SaaS and enterprise fintech businesses across the globe. His track record includes leadership roles at Numerated - A Moody's Company, SAP, Oracle, and FIS. ↗

Zoubair Esseghaier joins Clearwater as General Manager for Risk and Performance. He brings nearly 30 years of experience in investment technology. Before joining Clearwater, Esseghaier led the front-office product team at BNY, where he built tools to support client success and developed go-to-market strategies focused on growth and market expansion. Previously, he served as Head of Investment Analytics for North America at State Street. He has also held leadership roles at several technology companies and began his career at BNP Paribas in Paris. ↗

Titanbay welcomes Sofia Vagnerini as an Associate, Fund Operations. Vagnerini, who is based in Ireland, will support the setup and scaling of funds and will help ensure a smooth process and service for Titanbay's investors and partners. ↗

Drooms welcomes Melanie El-Abed as SVP Global Marketing. Until recently, El-Abed was VP Marketing at Chameleon Collective and also spent time at Intralinks. Her previous experience includes building global marketing strategies, driving brand growth, and leading teams. At Drooms, El-Abed will be responsible for accelerating the company's growth and strengthening its market presence. ↗

Dakota forms Advisory Board to accelerate strategic growth and product evolution. The board will focus on initiatives including product strategy, data expansion, API integrations, and how AI can support and enhance the investment sales process. The group will also serve as a sounding board for go-to-market strategies and new channel development. Confirmed Advisory Board members include executives: James Kase - Head of Global Investor Relations at Harbourvest, Adam Bobker - Global Co-Head of Private Wealth Solutions at Fortress, Doug Keller - CEO of Permanent Capital & Wealth at RedBird Capital Partners, Phil Shankweiler - Head of RIA at Partners Group and Chris Greenwell - Managing Director at Axonic. ↗

VENDOR RESEARCH & WHITEPAPERS

Untap has a new blog, "What Today’s GPs Really Want From Their Tech Stack". Untap feels that across the private capital markets, firms are rethinking their technology stack not just to modernize, but to also gain a competitive edge. In this blog, Untap goes over 6 priorities that GPs should have in 2025 when it comes to technology. ↗

Decimal Point has a new blog, "The Future of Wealth Management: How AI is Changing the Game". Decimal Point feels that AI is poised to revolutionize the way financial institutions, asset managers, and PE firms operate. In this blog, Decimal point explores the relationship between AI and the future of finance, highlighting its potential impact on investment research and gaining a competitive edge. ↗

Dasseti has a new blog, "Enhancing Manager Oversight: Allocator Tools for Smarter DDQ Review". In this blog, Dasseti looks at how allocator tools – especially those designed for real workflows, not just digital form-filling – can help users shift from admin-heavy processes to data-led decision-making. ↗

Grata has a new blog, "The Shortfalls of GenAI in M&A". Grata states that successful deal sourcing and execution requires specialized knowledge, reliable data, and strong analytical skills, and applications like ChatGPT might not be up to the task. In this blog, Grata digs into where LLMs can actually provide value in M&A, where they fall short, and where dealmakers can find better alternatives. ↗

Bipsync has a new blog, "How rising institutional complexity is reshaping family office operations". Bipsync explains how there is currently the need for greater transparency, stronger governance, and faster responses to emerging risks and opportunities. Yet, the internal tech infrastructure supporting research and decision-making often remains outdated and misaligned with these new demands. This blog answers the question of how are family offices managing the growing volume and complexity of investment-related information? ↗

AWARDS

Bite named Best Private Market Technology Solutions Provider for 2025 by the World Business Outlook Awards. ↗

SimCorp wins the 2025 Capital Markets Tech Awards APAC for Best Fund Accounting, Portfolio Management & Data Platform. ↗

Novata has been named Best ESG Data Solution for Private Markets by FDI Insider. ↗

FactSet is the winner of the 2025 Capital Markets Tech Awards APAC for Best Platform for Risk and Portfolio Analytics. ↗

Cappitech from S&P Global Market Intelligence has won Best Regulatory Reporting Solution at the 2025 Capital Markets Tech Awards APAC. ↗

Broadridge wins the "Best Equities Trading Solution" award at the Capital Markets Technology Awards APAC 2025 hosted by A-Team Group. ↗

Novata named Best ESG Data Solution for Private Markets by FDI Insider. ↗