This Week’s Vendor News

NEW & UPDATED PRODUCTS

Dynamo Software unveils V3.0 Platform, providing GPs and LPs with AI and automation. Dynamo's V3.0 Platform combines AI-driven automation, seamless workflow configuration over complex customization, investment management tools, and enhanced security—enabling investment firms to scale their operations. Dynamo v3.0 tackles challenges facing alternative investment firms, including data fragmentation, workflow inefficiencies, regulatory pressures, and cyber threats. By unifying deal sourcing, research management, investor communications, and portfolio monitoring and management into a single user interface, the platform allows both GP and LP teams to make fast and informed decisions. Key capabilities include: 1 - AI-enhanced workflows, n2 - enhanced interface innovation combined with configurable layouts, and 3 - cloud-native scalability to support growth across new asset classes and geographies. The platform also introduces enhanced features designed to simplify complex processes. At the forefront of v3.0 is the AI-powered Document Hub, which centralizes all investment documents while automating data extraction, tagging, and summarization, reducing manual effort. In addition, v3.0’s HoldingsInsight capabilities offer a white-glove service for LP investment firms seeking to collect and enrich holdings data, which is then seamlessly integrated into the Dynamo platform for exposure reporting and performance analysis. ↗

Juniper Square launches new AI CRM for Investor Relations. Through automated workflows, investor activity alerts, and fundraising insights, Juniper Square’s AI CRM helps IR teams raise capital fast and strengthens investor relationships. What's included: 1 - Investor & prospect management, 2 - Email, calendar, and attachment sync, 3 - Unified, customizable activity tracking, 4 - JunieAI activity summaries, 5 - Investor communications with JunieAI, 6 - Mobile app, 7 - Real-time dashboards, 8 - Connected data and integrations. Benefits include: 1 - Maximize IR team impact, 2 - Boost fundraising velocity, 3 - Make quick, informed decisions. Juniper Square's Investor relations CRM understand the dynamics of LP-GP relationships: multi-year fundraising cycles, commitment structures and regulatory requirements. ↗

Cofi.ai unveils TALI, an AI assistant for finance teams in private equity and portfolio companies. TALI is part of cofi.ai's integration with the Model Context Protocol, which allows users to securely connect different LLMs to the platform for enhanced financial analysis and reporting. TALI is designed to help finance teams automate tasks, gain real-time visibility into their portfolio companies' finances, and make data-driven decisions. Key features of TALI include: 1 - Secure AI for finance: TALI enables finance and private equity teams to keep proprietary models and sensitive data within their own secure environment while using cofi.ai as an orchestration layer for AI-driven analysis. 2 - LLM integration: The product uses the Model Context Protocol to integrate with any LLM, such as OpenAI, Anthropic, or Mistral, giving companies the flexibility to use the model that best suits their needs. 3 - Flexibility: The "no vendor lock-in" approach allows each portfolio company to choose the AI model that works best for its unique workflow. 4 - Practical application: A demonstration showed how users can connect a custom LLM to cofi.ai to query models for portfolio analysis and generate automated financial reports directly in Notion. ↗

AssetMetrix launches updated platform, which is purpose-built for private markets operations. With redesigned architecture, enhanced analytics and a new user interface, the platform sets a new benchmark for data transparency, flexibility, and collaboration. AssetMetrix's platform powers actionable insights for asset owners, managers, and administrators. AssetMetrix's enhanced website can be found at: https://www.asset-metrix.com/ ↗

Allvue enhances its AI-powered platform with the launch of Andi AI Document Extraction and streamlined integrations for portfolio optimization and investor onboarding. Additionally, Allvue is strengthening its executive leadership team for its next phase of growth. Allvue’s Andi Document Extraction transforms unstructured data directly into the investment management processes to operationalize document intelligence by evolving document review from a manual front-office task to an automated, scalable operations function. Andi Document Extraction features include: 1 - Data direct to workflows: Pre-built, tested integrations utilizing extraction partners across Allvue’s AI-powered platform with seamless mapping into existing workflows and schemas. 2 - Intelligence & Analysis: Embedded NLP capabilities to interpret and summarize complex document types; starting with financial statements. 3 - Building a library of complex document types across private markets. 4 - End-to-End Managed Services: Providing clients with a turnkey solution for document ingestion, data extraction, and validation—reducing manual effort and accelerating time-to-insight. Additionally, Allvue is launching another strategic product integration with Loan Hunter. Allvue Portfolio Optimizer, powered by Loan Hunter, is designed to help Credit and CLO managers accelerate portfolio decision-making through AI-driven optimization and real-time compliance insights. Furthermore, it unifies portfolio, market, and compliance data to automate trade modeling and deliver insights— to streamline portfolio ramp-up, reinvestment, and rebalancing directly into front-office workflows. Portfolio Optimizer features include: 1 - Unified data foundation: Integrates portfolio, market, and compliance data with your firm’s research into a single, real-time view. 2 - AI-powered trade modeling: Simulates potential trades and evaluates their impact on compliance and portfolio metrics. 3 - Automated compliance monitoring: Continuously validates trades against investment guidelines and regulatory constraints. 4 - Seamless workflow integration: Embeds optimization and compliance analytics into existing Allvue front-office platforms fordecision-making. Allvue has also added to its senior leadership team with the following hires: In the past six months, the company appointed Mike Dionne as Chief Commercial Officer and Dmitri Sedov as Chief Data and Analytics Officer, both joining from the London Stock Exchange Group, along with Mack Santora, who became Head of Artificial Intelligence. ↗

G2 launches new Ecosystem-Led Growth Partner Program, enabling partners to build integrations through a self-serve process. This program is designed to help technology partners, agencies, and solution experts grow, reach more buyers, and create measurable results. By integrating with G2, partners can embed buyer signals, content, and software data directly into their products. As part of this program, G2 is also launching its Developer Portal, a central hub for testing and building integrations. Through the portal, partners can access G2's API endpoints. These provide software datasets, including reviews, ratings, market trends, and buyer intelligence. With this new program, partners will benefit from: 1 - Global visibility, 2 - Ecosystem growth: Drive adoption and revenue through shared customer engagement. 3 - Insight advantage: Harness real-time buyer intent, review data, and category trends to drive informed decisions. 4 - Scalable collaboration: Unlock access to resources, co-marketing, and co-selling opportunities. ↗

Dealroom.co launches the Midlands Ecosystem Platform, a free, open-access data gateway. The platform brings transparent data to the region’s £31B innovation economy: nearly 6,000 startups, 400 university spinouts, 54 science & tech campuses, and 1,000+ active investors, all in one place. Founders can claim and update profiles and discover investors; investors gain a new discovery & diligence tool; universities and TTOs can showcase spinouts and track fundraising; and policymakers can identify growth clusters and investment trends. This data helps keep innovation rooted in the Midlands and accelerates local scaling. ↗

S&P Global unveils new AI-powered multi-document research and analysis tool in Capital IQ Pro ChatIQ. S&P's enhancements to its S&P Capital IQ Pro platform include Document Intelligence 2.0 and other features designed to accelerate financial analysis and deliver insights with transparency. Document Intelligence 2.0, which harnesses generative AI capabilities to analyze document repositories while enabling users to generate insights with citations for full auditability. Additionally, upgrades to Visible Alpha on S&P Capital IQ Pro feature has new Estimates pages with expanded earnings data and customizable consensus views. The Multi-Document ChatIQ feature enables clients to interact across multiple documents for comparison, insights, positioning and trend analysis. S&P Capital IQ Pro users can now analyze multiple documents from different sources, including filings, transcripts, investor presentations, news, research, and more across multiple companies or industries in Document Intelligence. Additional features from S&P Capital IQ Pro release include: 1 - Earnings IQ Alerts: Delivers notifications on financial earnings metrics and summaries upon public announcement. 2 - Natural Language Screening: Enables company screening using natural language queries converted into precise criteria. 3 - Visible Alpha Estimates: Introduces tools for analyzing company financials and industry-specific KPIs with new Estimates Summary pages and Net Asset Value Estimates functionality. 4 - Fixed Income: Adds nearly 3,600 new issuers to Credit Default Swaps coverage, enhanced pricing data with live analytics and expanded Leveraged Loan indices. 5 - Private Markets: Expands contact information for professionals, adds Employee Movement data and introduces eight new Topic Tags for enhanced coverage. ↗

GF Data’s latest update adds three new ways to analyse the market: Custom View, Year View, and Quarter View. Now users can shape the data to fit their workflow. Custom View lets users build their own table by selecting only the metrics they need across Valuation, Debt, or Deal Terms. To track how the market evolves, switch to Year View or Quarter View. Year View reveals long-term trends going back to 2003. Quarter View captures short-term shifts and turning points, helping users spot changes as they happen. ↗

Asset Class unveils new platform updates, which are designed to give users more control, smooth workflows, and clear insights. These enhancements are: 1 - Deal Stage Age on Kanban: Spot bottlenecks with “days in stage” indicators directly on Deal Kanban cards. This is like x-ray vision for pipeline efficiency. These indicators provides users with quick cycle time analysis, built-in history tracking and optional live refresh with CDC. 2 - Recent distributions by partner or direct ownership: Partners can now see allocations for their clients with a new “Which Investments” filter: Direct, Partner, or Both. 3 - Compliance enhancements: smart visibility and onboarding flow checks, 4 - Portal experience improvements: save confirmation message, phone number validation, more fund tabs and fund search & open-only filter. ↗

ValueWorks releases platform version 1.31, with new enhancements allowing end-to-end self-service reporting. These improvements are: 1 - Query builder: This release adds a result table per sub-query for easy debugging, as well as control over query execution, e.g., for what timeframe the query should be executed. 2 - Chart Genius functionality expansion, which allows for SQL-code generation of charts, e.g., leveraging list views from query KPIs. With this, ValueWoks has removed all limitations from chart generation. ↗

S&P Global unveils new S&P Capital IQ Pro features to enhance workflows. New features include: 1 - Earnings IQ Alerts: Get instant notifications on key financial metrics and summaries—often before the official Earnings Call. 2 - Multi-Document ChatIQ: Compare up to 20 docs at once for fast insights. 3 - Capital IQ Pro Academy Course: Elevate your expertise and LinkedIn profile with S&P's Corporate Valuation course by Training The Street. ↗

FactSet launches Portfolio Commentary, which automates the commentary creation process. Portfolio Commentary creates AI-generated explanations of your performance attribution analysis within FactSet’s Portfolio Analysis application. With access to both portfolio analysis capabilities and commentary generation in the same platform, asset managers, wealth managers, and asset owners can increase workflow efficiency and empower their teams to work smart. Product highlights include: 1 - All commentary features four types of insights to help better understand relative performance: an executive summary, subperiod analysis with portfolio benchmark comparisons, a review of what moved the markets, and an analysis of the most impactful securities. Each sentence of commentary comes with source links for information validation and explanation. 2 - Analysts can save time and reduce the risk of inconsistencies—with access to portfolio data and AI-assisted commentary creation in a single platform. Automating this process allows performance, marketing, and client services teams to improve productivity. 3 - A first draft of the commentary can be downloaded and stored in various digital formats, allowing users to customize and fine-tune it before communicating out investment results. ↗

S&P Global to expand S&P Dow Jones Indices index offering by launching the S&P 500 3AI Sector Rotator Index. This is a new benchmark that incorporates AI to analyze company data and market signals to forecast sector performance, enabling adaptive allocations across S&P 500 sectors. The S&P 500 3AI Sector Rotator Index utilizes scores generated by 3AI using a machine learning model to identify the three highest-ranked sectors at each rebalancing date. Designed to provide adaptive exposure to US equity sectors, the index employs a rules-based methodology that incorporates AI technology and represents S&P DJI's experience in factor-based indexing. 3AI provides the predictive analytics that underpin the S&P 500 3AI Sector Rotator Index. ↗

Hyperscience unveils single-platform solution to address H.R.1 mandates. Hypercell for SNAP is a purpose-built solution designed to help US state and local governments meet increased SNAP compliance mandates introduced under the H.R. 1 bill. Hypercell for SNAP empowers state agencies to automate and orchestrate SNAP application processing, reduce payment error rate penalties, and deliver food assistance to eligible families and individuals quikcly. Hypercell for SNAP is a scalable, modular solution that helps state and local governments manage the operational challenges of SNAP, including the complexity of processing more than 30 eligibility document types, per applicant, with varying formats and handwriting issues. Documents include, driver’s licenses, state IDs, passports, lease/rental agreements, utility bills, mortgage statements, pay stubs, employer letters, tax returns, utility bills, child care receipts, bank statements, vehicle registrations, and others. Underpinning the solution is the Hyperscience Optical Reasoning and Cognition Agent, a proprietary Vision Language Model framework developed and designed to address the document processing of SNAP applications. ↗

Infrrd launches Ally, an agentic AI workforce built for the mortgage industry. Developed on Infrrd’s proprietary agentic AI framework, Ally is an adaptive AI that executes end-to-end mortgage audit tasks. By automating up to 80% of the audit process, Ally allows mortgage teams to focus on the remaining 20%—strategic oversight and decision-making—helping them drive data-backed actions, enhance accuracy, and accelerate loan closures. Core capabilities of Ally include: 1 - Pre-Trained Mortgage Intelligence: Comes ready with investor guidelines, income rules, and compliance standards, eliminating configuration. 2 - Conversational Knowledge Assistant: Enables auditors to query data directly using plain-language commands. 3 - Unified Audit Management: Consolidates all audit tasks, rules, and reviews within one platform. 4 - Automated End-to-End Review: Executes complete QC workflows, including income, credit, asset, appraisal, title, insurance, fraud, and post-closing verification. 5 - Apply Rules: Applies lender-specific and investor rules while adapting to regulatory changes. ↗

DEAL ACTIVITY

Finster AI raises $15 million in combined Series A and Seed funding. The Series A was led by FinTech Collective and the Seed was led by Peak XV, with ongoing participation from Hoxton Ventures. Finster AI's new capital will support its New York expansion, accelerate the build-out of its team, and fuel data and technology partnerships across the financial ecosystem. Finster has added new eployees with track records at global financial and technology firms, including Revolut, Morgan Stanley, Rothschild & Co and Visible Alpha. Chris Andrews has joined as Chief Operating Officer and will be based in New York. Andrews brings nearly two decades of experience at Morgan Stanley, most recently as Global COO of Research. Veeral Manek, joining from Revolut, will also take a product role. At Revolut, Manek was General Manager of the Wealth & Trading business. ↗

AMAL rebranded as “AMAL, part of IQ-EQ” and is now officially an IQ-EQ business. AMAL is an integrated provider of loan servicing, corporate trust and agency services in Australia and New Zealand. With AMAL Group’s local presence and IQ-EQ’s international reach, both companies can deliver an enhanced client experience. ↗

PARTNERSHIPS & INTEGRATIONS

Diligent and Persefoni form strategic partnership to support clients in navigating sustainability reporting. As part of the agreement, Diligent will transition its carbon accounting clients to Persefoni’s platform and take an equity position in Persefoni. This partnership ensures Diligent clients benefit from enhanced capabilities in carbon footprint management, including advanced Scope 3 supply chain sustainability solutions and AI-powered disclosure readiness. ↗

Ontra and Passthrough now integrate for automatic doc sync. This integration connects Passthrough's investor onboarding platform with Ontra's compliance and governance solutions, Insight for Funds and Atlas. Passthrough's integration with Ontra’s Insight for Funds and Atlas eliminates the manual work in syncing data and documents between platforms. Once you execute documents in Passthrough, your sub docs and fund data automatically sync to Ontra at fund close. The result of this integration is that Ontra is ready to use the moment your fund closes, with documentation and data flowing directly from your investor onboarding workflow. What does this mean for your team: 1 - Executed documents in Ontra at fund close. LPAs, side letters, and other agreements sync automatically. No manual uploads, no outdated files. 2 Accurate data across platforms. Sub docs and fund information flow directly from Passthrough to Ontra, ensuring the compliance team works from the same information used during fundraising. 3 - Fast compliance readiness. Ontra will start structuring data from documents immediately after fund close so users can manage investor obligations, meet deadlines, and run MFN. 4 - Eliminate administrative bottlenecks. Stop having someone manually download and upload documents between systems every time you close a fund. The Passthrough-Ontra integration is available now through a two-step implementation. Generate an API key in Passthrough, input it in Ontra's integrations page, and the systems are connected. ↗

CWAN and JP Morgan Asset Management partner to launch Automated Cash Management Solution. This new integration connects Enfusion by CWAN and Morgan Money to optimize yield, diversification, and liquidity control for hedge fund clients. The integration combines Enfusion by CWAN portfolio and order management capabilities with the MORGAN MONEY global money market fund platform, allowing users to select from multiple fund providers, currencies, and settlement options in one connected experience. Through this connection, hedge funds can now: 1 - Maximize idle cash by automatically investing in a diversified range of money market funds. 2 - Reduce concentration risk by spreading cash across multiple managers, custodians, and currencies. 3 - Improve liquidity visibility through real-time data and automated withdrawal and deposit capabilities. 4 - Eliminate manual treasury work, freeing teams to focus on trading and strategy. ↗

Macrobond and FactSet collaborate to deliver access to global equity data on a single integrated platform. Macrobond is a provider of global economic and financial data and analytics. This integration provides Macrobond users with direct access to FactSet’s equity and ETF datasets, including fundamentals, consensus estimates, market aggregates, and equity prices and returns, within the Macrobond platform. This collaboration enables enhanced decision-making, allowing users to drive smart investment strategies, and manage risk effectively. With this FactSet integration, Macrobond users can now access: 1 - FactSet fundamentals: Access more than 750 financial statement line items, ratios, and segments for company-level insight and peer comparison. 2 - FactSet consensus estimates: Leverage historical analyst estimates for 19,000+ active companies in 90+ countries, with intraday updates for current market sentiments. 3 - FactSet equity prices & returns: Analyze global coverage spanning more than 180,000 active and inactive securities, including equities, ETFs, ADRs, and structured products. 4 - FactSet market aggregates: Unlock aggregated country and industry metrics for comparative analysis and trend identification. 5 - FactSet ETF data: Evaluate over 100 data points for global ETFs to streamline fund research and portfolio construction. ↗

Resolved Security and Mend.io partner to bring automated open-source vulnerability remediation. Resolved Security and Mend.io have partnered to automate open-source vulnerability remediation, combining drop-in replacements with Renovate auto-upgrades for fast and compliant fixes. The integration allows joint customers to automate the remediation of vulnerabilities in open source components, using Resolved Security’s drop-in replacements in addition to Mend’s Renovate auto-upgrade offering. The solution streamlines the remediation by allowing quick upgrades where possible, and the usage of drop-in replacement where the package version upgrade is not possible. Mutual customers receive the following benefits: 1 - Visibility - open source dependency information is pulled from Mend.io into the Resolved Security platform allowing to map what could be potentially fixed by Resolved Security drop-in replacements. 2 - Automated remediation of CVEs at scale - Eliminate open source vulnerabilities without costly or disruptive upgrades. 3 - Improved productivity - Security and engineering teams reclaim time and accelerate delivery without being slowed by vulnerability backlogs. 4 - Compliance readiness - Meet regulatory and customer security requirements with fast remediation. ↗

SimCorp launches suite of Axioma equity and fixed income risk models on Snowflake Marketplace. The risk models are: the Axioma Equity Risk Models and the Axioma Global Fixed Income Factor Risk Model. Joint customers can now equip their investment teams with analytics to enhance risk management and decision-making. The availability of Axioma's risk models on Snowflake Marketplace enables joint clients to create solutions by combining these risk models with their own proprietary data. This integration helps clients unlock the potential in their enterprise datasets and equips risk managers and portfolio managers with the analytics they need to manage both risk and returns. SimCorp and Snowflake are collaborating to help joint customers streamline operations, inform business decisions and drive innovations by making risk management analytics accessible. SimCorp’s integration allows customers to access risk analytics without moving data out of their Snowflake environment. ↗

EcoVadis expands collaboration with SAP as it scales its global sustainable procurement strategy. By leveraging EcoVadis, SAP can: 1 - Address compliance and reputational risks globally, 2 - Engage effectively with its supply base, 2 - Embed enhanced standards into procurement decisions. ↗

Raylu is leveraging Temporal Technologies to power its agentic AI platform for private-markets research. This collaboration pairs Temporal’s workflow engine with Raylu’s finance-trained AI, giving investors fast and reliable market mapping and company research at scale. With Temporal orchestrating Raylu's agents, Raylu can parallelize research across thousands of companies, recover seamlessly from failures, and deliver source-grounded answers—all with clear traceability for compliance. ↗

SGS becomes EcoVadis Global Consulting Partner to advance ESG ratings and performance. Becoming an Accredited Core Consulting Partner allows SGS to expand upon an established local collaboration, now elevated to a global scale to help organizations complete sustainability assessments, review scores and improve ESG, ethics and sustainable procurement practices. As a globally approved partner, SGS offers tailored training, strategic advisory and operational support to enhance ESG practices and drive measurable impact. The SGS-EcoVadis partnership will allow organizations to: 1 - Enhance the visibility and credibility of their sustainability efforts, 2 - Meet stakeholder and client expectations, 3 - Identify areas for improvement and mitigate ESG-related risks, 4 - Strengthen brand reputation and trust, 5 - Access sustainable financing. ↗

Attio partners with Salesforge. With this integration, users can sync contacts, track engagement, and keep their CRM aligned with their outbound activity. ↗

OneTrust‘s Privacy Risk Agent now integrates with Microsoft. Microsoft Sentinel has also added new capabilities that unify security data into a single data lake to deliver graph-powered visibility and intelligent agent capabilities. This new integration helps privacy teams detect data events automatically and respond in real time. Signals collected across Microsoft Purview, Microsoft Defender, Microsoft Entra, and other tools flow into the Sentinel data lake. Microsoft Security Copilot then orchestrates those signals and passes them to OneTrust, where the Privacy Risk Agent automatically initiates the appropriate privacy analysis and response. This approach complements OneTrust’s existing data discovery capabilities by extending detection reach across the data estate. This integration will replace a manual and incomplete process. Instead of relying on someone to alert the privacy office, detection will occur automatically, accelerating privacy response. ↗

Intapp partnering with Docwise to bring Intapp Time to the Brazilian legal market. Through this partnership, Docwise will sell and implement Intapp Time and provide localized support — from consulting and initial implementation to ongoing assistance and optimization. This partnership aims to accelerate the adoption of Intapp Time in the Latin American legal market. ↗

NEW CLIENTS

Titanbay now leverages Canoe’s technology to automate and streamline alternative investments processes. Canoe is working with Titanbay to provide their clients with automated document collection and streamlined data extraction processes, allowing Titanbay to focus on helping clients achieve success with their alternative investments. ↗

EMV Capital selects Delio Core OS to enhance advisor and investor digital experience. Delio Core OS will deliver a single digital experience across onboarding, transaction execution and oversight, and investment reporting. Delio will streamline the investor journey while providing a reporting function for advisors and LPs across the EMVC Evergreen EIS Fund, the Martlet Capital Fund, and EMV's deal-by-deal practices. This will enhance EMV's data capabilities, client experience and long-term growth. ↗

Transcend Capital Advisors selects SUBSCRIBE Alternative Investment Platform to provide an operating system for its alternative investments program. The solution will enhance both the financial advisor and client experience across the full lifecycle of private market investments. ↗

Ulrich Investment Consultants picks Canoe to streamline its alternative investment processes. Canoe is helping Ulrich Investment Consultants by automating their alternative investment document collection and data processes so they can focus on their clients’ needs. ↗

Jigsaw24 selects Xpedition to implement Microsoft Dynamics 365 CRM and Business Central. Jigsaw24, a UK-based technology services provider, has selected Xpedition to implement Microsoft Dynamics 365 CRM and Business Central. These integrations will help Jigsaw24 achieve automation and effective collaboration. Fully integrated with Jigsaw24’s existing Microsoft 365 infrastructure, Microsoft Dynamics 365 CRM and Business Central will provide a scalable platform for end-to-end business processes. Its AI capabilities will empower the sales team to deliver an enriched customer experience and support the company’s future growth. ↗

Mascoma Bank enhances digital banking strategy with Alkymi’s Digital Sales & Service platform. By leveraging the Alkami’s platform, the bank is equipped to onboard new customers, deliver a user-friendly digital experience, and act on behavioral insights to grow relationships. With Alkymi, Mascoma can unify onboarding, digital banking, and marketing into a seamless experience. This approach allows Mascoma Bank to deliver Anticipatory Banking by proactively identifying customer needs and delivering personalized interactions across the entire account holder lifecycle. ↗

Ostberg Sinclair & Co adopts Intapp Collaboration to activate collective firm intelligence. Intapp Collaboration is helping Ostberg Sinclair improve communications and document management to support the firm’s growth goals. Intapp Collaboration extends Ostberg Sinclair’s Microsoft 365 solutions into a single, centralized hub for all documents, communications, and other client and engagement content. It houses all the firm’s content, including documents and emails, so teams can access and file emails directly from Outlook. ↗

LSEG uses Microsoft Azure to enhance trading connectivity network. LSEG’s Autex Trade Route platform powers global electronic trading, connecting buy-side firms to brokers. LSEG migrated ATR to Microsoft Azure, which reduced infrastructure costs and enabled global expansion, freeing up resources to focus on innovation and customer solutions. The decision to migrate ATR to Microsoft Azure was driven by a need to modernize its platform without disrupting the global trading activity that it supports. By eliminating the need for physical datacenters and hardware procurement, LSEG reduced both capital and operational expenses. Now that Microsoft is primarily responsible for infrastructure management, LSEG’s teams have been able to redirect engineering resources toward product development and customer-focused innovation. ↗

OFFICE & PERSONNEL

Stavtar welcomes Alla Liberman as its new Chief Financial Officer. Liberman brings over 25 years of experience across asset management, fintech, and global financial institutions, including leadership roles at J.P. Morgan Chase, Royal Bank of Canada, Citadel, Point72, and Beacon. Most recently, she was the Chief Financial Officer/ Chief Operating Officer at Beacon. ↗

Reyda Van is the new EVP & Global Head of Sales at 73 Strings. Van joins 73 Strings to strengthen and scale its global sales organization. A proven sales leader, Van brings previous experience from high-growth SaaS environments like Vice President, Head of Private Capital Market Sales at Intapp and an Enterprise Consultant role at PrivCo. ↗

Alyssa Coughlan starts new position as Vice President, Director of Americas Pre-Sales at FactSet. Coughlan has been with FactSet for more than 11 years and most recently held the position of Vice President, Associate Director, Pre-Sales. ↗

Stavtar Solutions welcomes Chip Miller as Director of Business Development in the Dallas office. Miller will be leading Stavtar's efforts to expand its presence in Texas and beyond. Miller joins Stavtar from Palogic Value Management where he was the Chief Operating Officer. ↗

Seamus Tingle starts new position as Vice President, Private Capital Solutions at MSCI. Tingle spent the last three years at Bain & Co, most recently as a Manager, Private Equity Commercial Data. ↗

Alex Saillant joins Inex One as a Senior Associate in the Raleigh, NC office. Saillant has worked closely with private equity teams throughout his career, while at companies such as Pendo.io and ProSapient. ↗

VENDOR RESEARCH & WHITEPAPERS

Lantern has a new blog, "Investor Portals Are Broken: Why LPs Demand a Better Data Experience". In this blog, Lantern explains why it feels that investor portals, which is the tool designed to deliver transparency, are outdated and frustrating. Lantern states: "If GPs want to win in today’s environment, they must rethink how they communicate with LPs." ↗

SS&C has a new blog, "Opportunities in Non-Bank Lending for Insurers & Asset Manage". In this blog, SS&C states that the non-bank lending sector is experiencing a significant influx of institutional capital, as insurers and asset managers continue to recognize the opportunities within this expanding market. As a result, SS&C feels that institutional participation is not only reshaping the private credit landscape, but also creating new avenues for growth and capital allocation. ↗

Digify has a new blog, "3 reasons why you should track investor pitch decks for startup fundraising". In this blog, Digify provides three different problems you might face when sharing startup pitch decks with investors. ↗

AWARDS

MSCI GeoSpatial Asset Intelligence named “Climate Risk Analytics Solution of the Year” by the InsuranceERM Global Climate Risk & Sustainability Awards 2025. ↗