This Week’s Vendor News

NEW & UPDATED PRODUCTS

Ontra expands platform with three new product launches: Insight for Credit, Due Diligence Questionnaires, and Know Your Customer. These solutions expand Ontra’s platform for automating and streamlining private market workflows. These new products are as follows: 1 - Ontra’s Insight for Credit uses AI to automate document abstraction and simplify managing credit agreements. GPs can understand and compare agreements, track upcoming deliverables, and satisfy commitments to lenders in one place. The solution provides instant access to business terms alongside restrictions and requirements that were previously buried across documents, enabling firms to benchmark terms from past agreements during new negotiations and track debt covenants. 2- Ontra’s DDQ is an AI-powered solution that helps fund managers answer, track, and respond to investor requests with speed and confidence. It accelerates DDQ workflows, standardizes answers with AI-powered suggestions, and helps firms create a single, reliable source of truth. This frees up valuable time for internal teams while streamlining the diligence experience for LPs. The product is in limited beta and is expected to be released before the end of the year. 3 - Ontra’s KYC solution is a fully outsourced compliance service. Fund managers can entrust their end-to-end KYC process to an experienced team that handles counterparty correspondence from initiation to clearance. This flexible team acts as an extension of a firm’s staff, operating from a pre-agreed playbook that drives response standardization and minimizes escalations. This results in accelerated clearance times and a controlled cost structure that scales with fund managers’ needs. The KYC service is currently in beta in partnership with a number of Ontra customers and will launch this fall. ↗

CENTRL launches new AI-powered Reporting & Research Assistant. CENTRL's new Report Builder and Research Assistant within the CENTRL platform enables investment teams to move beyond traditional questionnaire management, enhancing due diligence data into actionable intelligence for fast and informed decision-making. With this release, firms can extract organized outputs from structured and unstructured data to identify trends, surface anomalies, compare managers, and generate insights for investment committees, executive briefings, and portfolio reviews. By converting static data into strategic intelligence, teams can scale more efficiently and improve oversight. Key benefits of this release include: 1 - Actionable Intelligence: Centralize proprietary due diligence data into a single source of insights to help with investment decisions. 2 - Board & Client Ready Outputs: Generate reports and executive summaries for key stakeholders. 3 - On-Demand Research: Ask detailed questions and receive analyses & contextual recommendations in real time. 4 - Trend & Anomaly Detection: Equip investment, risk, and compliance teams to uncover emerging patterns, identify risks, and enhance oversight. ↗

Tracxn launches Live Deals. Live Deals is a deal-listing platform that connects startups seeking funding with investors. It is available as a feature within Tracxn's market research and deal-sourcing platform. The feature simplifies the fundraising process by bringing both founders and investors together on a single platform. With Live Deals, companies can post opportunities as they prepare for fundraising or strategic growth. For IBs and advisors, Live Deals can help with: 1 - Connecting early with founders actively seeking funding, 2 - Positioning as a strategic partner from Day 1, 3 - Discovering new mandates under “Looking to Hire an IB” in Live Deals. ↗

Titanbay enhances onboarding experience. Now, Titanbay gathers key attributes about the structure and ownership at the beginning of the journey. This way they are asking for the right information up front, to automatically assess the investors complexity and risk, and adapt the process accordingly. This means they no longer need static checklists. Instead, the evidence Titanbay requests is aligned to the specific structure, jurisdiction and risk profile of each investor. With this enhancement, users get: 1 - Fast onboarding, with minimal review cycles, 2 - A lower administrative burden for clients, 3 - Clarity through automated progress updates, 4 - Efficient internal reviews for the operations team, leading to a quick turnaround close time. Previously, onboarding a trust could involve up to six reviews and more than twenty documents. Now Titanbay is looking at two rounds of review for a complex entity. Additionally, clients can now view onboarding progress directly on the platform. They can see what is in review, what has been approved and what is still outstanding, all in one place. ↗

Kroll and StepStone Group launch Private Credit Benchmarks. The Kroll StepStone Private Credit Benchmarks are updated weekly with new primary market data. The Benchmarks provide aggregated, anonymized, filterable insights across regions, sectors, size and loan security. This includes coverage across US and European markets, facilitating targeted capital allocation decision-making, portfolio monitoring, and loan terms and pricing. The Benchmarks are available through the Private Capital Markets Platform which, as part of Kroll’s Private Asset Valuation Solutions, enables users to identify, analyze and model valuation drivers of illiquid investments and fund-level data at scale. ↗

Broadridge enhances its Digital Marketing Suite. Broadridge has made strategic investments to upgrade its advisor marketing solutions to provide wealth firms and their advisors with a way to build their book of business. Launching improved website creation tools with Wix, and new video marketing capabilities will provide advisors with a digital front door experience needed to attract, engage, and retain today’s investors. Additionally, Broadridge is introducing new video marketing capabilities that make it simple for advisors to create professional videos at scale. These tools enable a cost-effective production of personalized content that drives engagement and conversions. The platform will streamline the entire video creation process, from scripting and recording to branding, compliance review, and multi-channel distribution. Advisors and wealth firms will benefit from these upgrades with: 1 - Enhanced website designs engineered to build trust and spark action from investors. 2 - Tools that allow advisors to create visually compelling websites without coding or marketing experience. 3 - Compliance automation integrated into the publishing process. 4 - Personalization and branding features to showcase each advisor’s value proposition. 5 - Enterprise scalability for firms overseeing large advisor networks. 6 - Built-in SEO and accessibility features to help attract and convert prospects. ↗

Robin introduces Tables API to unlock structured data from legal documents. With Robin Tables API, Robin can make extracting key insights from complex contracts and agreements easy. What is included with Robin’s Tables: 1 - Scalable metadata extraction – extract data points from thousands of documents at once, with no restrictions on contract type or data points. 2 - Structured tables, ready to use – clean outputs designed for analysis, reporting, and process automation. 3 - Plug-and-play API access – access extracted data programmatically, enabling integration with CLM tools, CRMs, ERPs, BI dashboards and risk engines. 4 - Enhanced accuracy – accuracy and domain-specific insight accompanied by clickable citations to verify information. ↗

Dakota launches new ODCIO (Outsourced Defined Contribution Investment Only) Division. This new retirement-focused team is dedicated to connecting asset managers with retirement advisors across the industry. Dakota's first partner in this division is Westwood Management, part of Westwood Holdings Group, a boutique asset management firm with 40+ years of delivering investment strategies. ↗

ValueWorks launches two new platform features. Both new features are enhancements of existing functionality, focused on making planning more realistic. 1 - Users can now leverage existing plans & forecasts as the starting point for new forecasts. Instead of building scenarios from scratch, take what is already there, tweak the numbers, and explore different what-ifs. 2 - In the financial reporting flexible columns feature, users can now combine year-to-date actuals with plan or forecast values to get a better understanding of what the end of the year will look like. If the current month isn’t fully closed yet, simply exclude up to three recent actual values to keep things clean. In combination, these features make it easy to create new forecasts and include them in an analyses, allowing users to focus less on the setup of said analyses and more on what insights the user can get from them. ↗

Similarweb updates its Web Intelligence and Sales Intelligence with analysis and sales intelligence capabilities. These new features are as follows: 1 - The new Multi-Campaign feature for AI Brand Visibility gives users daily insights into how their brand is performing across the generative AI landscape. This view eliminates blind spots in a user's AI visibility strategy. They'll spot trends fast, compare performance across different campaigns, and make data-driven decisions about where to focus their efforts. 2 - The new Business Lines Compare feature takes competitor benchmarking to a granular level. 3 - The new AI Topics feature in Demand Analysis gives users a quick and intuitive way to discover what’s gaining traction.4 - The new Sales Signals API brings the power of Similarweb Sales Intelligence directly into existing workflows. Now users can receive real-time alerts on critical buying signals, like traffic spikes, technology changes, or increased buyer intent, delivered straight to their CRM and other internal tools. 5 - The expanded Enriched Company Data feature now covers more than 32 million companies worldwide. 6 - The redesigned Company Page gives users a clear view of organizations at the business level rather than just website metrics. ↗

Salesforce introduces Agentic Sales, a new way of selling, powered by Agentforce. With Agentic Sales, users get: 1 - Every lead answered, 2 - Every appointment scheduled, 3 - Humans + agents closing together. This removes manual tasks ans guesswork. ↗

S&P Global release new AI feature that logs investor meetings for you. This new feature helps save hours of conference and non-deal roadshow planning. To use this feature the user needs to upload their broker itinerary, confirm details, and AI will log their meetings seamlessly. ↗

Similarweb launches MCP Server to power AI agents. The Model Context Protocol Server brings traffic, keyword, and app performance data natively into AI platforms. What does the MCP Server do? 1 - Connect any AI tool to live market data – Access web traffic, app performance, and intelligence through natural language queries. 2 - MCP helps AI agents understand what data is available and how to use it effectively. 3 - Custom data solutions – Enable agents to generate custom insights. MCP builds on Similarweb's existing APIs and feeds, making it easy to use Similarweb data inside AI tools. ↗

ShareVault releases Dark Mode, a new feature on its platform. With Dark Mode, there is less strain on your eyes. ↗

DEAL ACTIVITY

Broadridge acquires technology provider iJoin. iJoin is a retirement plan technology provider specializing in participant onboarding, engagement, and analytics solutions. Broadridge’s retirement plan investment servicing, custody, analytics, and participant communications solutions will be complemented by iJoin’s participant onboarding, managed accounts, retirement income, and engagement services. This acquisition will help providers across the retirement ecosystem deliver strong participant outcomes, accelerate growth and enhance efficiency. The combination will enable Broadridge to serve providers across the retirement ecosystem with retirement enrollment, data, and insights solutions. The transaction is not expected to have a material impact on Broadridge’s financial results. ↗

iCapital provides strategic investment in Tangible Markets and partners to deliver liquidity solutions for alternative investment funds. This partnership will help wealth managers, asset managers, and institutional investors unlock value from illiquid holdings. Tangible’s liquidity solutions are expected to be available through iCapital’s platform by the end of 2025. The result of this partnership is a seamless experience that connects a buyer-seller network, enhances price discovery, and streamlines transaction execution. The new liquidity solution creates digital experiences for managing liquidity across a broad range of strategies, including private equity, private credit, real assets, and hedge funds. Through regular auctions, advisors and qualified investors can rebalance portfolios, access liquidity when needed, and adjust exposure to alternative investment funds. This partnership will reduce friction in secondary transactions and accelerate time-to-liquidity for advisors and clients. Sellers benefit from curated auctions, real-time pricing insights, and portfolio analytics that help unlock value from traditionally illiquid assets across both closed-ended and semi-liquid funds. For buyers, the platform offers access to alternative investments and a simple closing process, supporting fast deployment and diversified portfolios. ↗

Puro.earth secures €11 M Series B financing led by Nasdaq. This strategic financing supports Puro.earth's initiatives to accelerate carbon removal at scale. Puro.earth is a carbon-crediting platform for engineered carbon dioxide removal. Puro.earth will deploy this new funding to strengthen the infrastructure that supports its certification journey for suppliers. Key initiatives include: 1 - enabling frequent issuance of carbon removal credits, 2 - facilitating offtake agreements, and 3 - advancing open integration of digital monitoring, reporting, and verification tools. ↗

PARTNERSHIPS & INTEGRATIONS

Flexidao, ACT, and Green Project Technologies partner to deliver a scalable, closed-loop solution. This new solution combines Flexidao’s automation-driven clean energy intelligence with ACT’s renewable products and GPT’s supplier platform, enabling cost savings and measurable Scope 2 and 3 reductions across value chains. Flexidao’s clean energy intelligence platform consolidates contractual data, electricity bills, metering, and Energy Attribute Certificates into a single digital control room. Energy and sustainability teams gain better oversight of contract performance, promptly identify procurement gaps, and reduce administrative costs while scaling operations. ACT, GPT's parent company, offers the products to translate Flexidao’s insights into action. From EACs to Power Purchase Agreements, ACT provides corporations with the tools to efficiently bridge procurement gaps. GPT enables companies to expand renewable energy procurement and emissions reduction initiatives to include their suppliers. Its Carbon Accounting and Decarbonization Platform streamlines access to EACs and facilitates data exchanges, reducing Scope 2 emissions for suppliers and improving Scope 3 performance for buyers. ↗

Carta joins forces with the New York Stock Exchange in a strategic partnership that designates the NYSE as Carta’s preferred public listing venue. This partnership between the NYSE and Carta offers growth and late-stage companies a range of pre-IPO liquidity solutions. These solutions include company-sponsored tenders, IPO-readiness tools, and access to IPO listing services. Carta customers that list on the NYSE can expect: 1 - Guided, white-glove transition: Each Carta-NYSE client is paired with a dedicated NYSE Relationship Manager to provide a single point of contact and ensure a seamless transition from private company to public listing. 2 - Seamless liquidity solutions: Carta-NYSE clients will benefit from seamless capital raising solutions including pre-IPO tenders, secondary offerings, and IPO listings. 3 - Peer network: Companies join a community of CFOs and GCs from Carta and NYSE companies—pre- and post-IPO—to exchange insights and best practices in forums along with access to a suite of service offerings such as Board Advisory Services, Global Policy Advocacy, and select investor-focused tools. 4 - Carta-NYSE clients have access to a strategic NYSE package, built to amplify their listing day and beyond with access to market data, IR tools, and governance experts. With support for the listing process, ongoing compliance, and post-IPO visibility, the companies listing on the NYSE can expect a streamlined transition to public markets, enhanced by an ecosystem designed to foster growth, credibility, and long-term shareholder engagement. ↗

Fundcraft integrates Finologee’s LYNKS to deliver global banking connectivity and end-to-end fund operations. LYNKS is Finologee’s banks and accounts management platform. With this integration, fundcraft can now connect to virtually any bank globally, across both cash and securities accounts, enhancing the platform’s ability to manage fund operations from a single, unified environment. This integration is happening in two phases: Phase 1 — Unified cash & securities visibility, automated reconciliation, and control: The immediate goal is to give fund managers and fundcraft delivery teams real-time visibility of cash and securities balances across all bank and securities accounts, unified across all fund structures, directly within the fundcraft platform. This centralization drives operational efficiency by simplifying and paving the way towards automatic cash reconciliation and helps managers manage liquidity and investor flows with transparency and speed. Phase 2 — Payments fully managed within fundcraft: The next step will enable managers to initiate, review, approve, and track payments seamlessly within the fundcraft platform, removing the need to switch between banking portals and or even leaving the platform at all. ↗

IQ-EQ and Ebury form strategic alliance to support cross-border structures with streamlined global payments. Ebury is a fintech platform specializing in global cash management solutions including cross-border payments and foreign exchange risk management. This collaboration provides streamlined treasury and FX solutions to fund managers, institutional investors and corporates operating internationally. By embedding Ebury’s platform into IQ-EQ's service offering, clients will benefit from: 1 - Speed and efficiency, with accounts typically opened within two weeks once documentation is complete and faster transaction processing than traditional banks. 2 - Reliable international payments in over 130 currencies, including emerging markets. 3 - Tailored FX risk management strategies to protect against volatility. 4 - Scalable cash management tools designed for fund and corporate structures. 5 - Regulatory expertise across global markets. ↗

FactSet integrates MarketAxess CP+ data into Workstation platform. FactSet has expanded its fixed income capabilities with the addition of MarketAxess’ AI-powered CP+ data onto its Workstation platform and real time data feeds.This move will allow FactSet's users to gain in-terminal access to AI-powered bond pricing, derived from MarketAxess’ trading activity. The offering is expected to provide a real-time reflection of the market, and by centralizing onto FactSet’s platform, the combined solution is set to address challenges associated with execution and workflows, fragmented liquidity and opaque pricing structures. Through this integration, investment professionals will gain access to bond pricing data within their existing workflows. ↗

SimCorp partners with Axyon AI to deliver predictive AI analytics to portfolio managers. This collaboration will integrate Axyon AI’s predictive analytics directly into the investment management platform SimCorp One, with the rollout planned for later this year. Axyon AI’s learning technology complements SimCorp’s front office capabilities by delivering AI-powered strategies and signals. These insights help improve decision-making and support alpha generation. Equity portfolio managers and analysts will benefit from predictive alerts to help them stay ahead of market developments, identify emerging trends, and assess potential risks. As part of this partnership, Axyon AI joins SimCorp’s open platform ecosystem, which offers SimCorp One users access to third-party solutions across the investment management value chain. The partner ecosystem is designed to ensure seamless data flow within clients’ operating environment, while lowering adoption costs, minimizing vendor lock-in, and delivering fast time to value. ↗

Northern Trust forms partnership with Absolute Climate. Absolute Climate and Northern Trust are working together to offer capabilities to support independent certification and lifecycle management for Digital Carbon Credits. This approach allows project developers to pair third-party certification with independent governance and access infrastructure for managing credits through their full lifecycle. Together, both companies are advancing a new model for carbon markets by separating the roles of standard-setting from credit recordation, combining science-based certification with solutions, and supporting transparency throughout the full credit lifecycle. The initiative helps bridge a gap in the voluntary carbon market by aligning independent certification with a regulated system for issuing credits. ↗

RelPro enhances Buyer Intent Insights through partnership with Bombora. This data integration brings Bombora’s Company Surge Intent data into the RelPro platform. Bombora’s Company Surge Intent data, derived from its Data Cooperative, aligns marketing and sales teams by identifying accounts actively researching specific business topics and the intensity of that research relative to a historical, account-specific baseline. Go-to-Market teams can use this data to prioritize GTM motions and to shape content and messaging personalization. RelPro’s Buyer Intent signals, including the integration of Company Surge Intent data, enable B2B business development and relationship management professionals to identify companies actively searching for specific financial products and professional services. These actionable insights, combined with RelPro’s company and contact intelligence, enable users to: 1 - Find businesses in target markets actively searching for financial products and professional services to build prospect and decision-maker lists. 2 - Launch targeted marketing and outreach campaigns quickly. 3 - Identify at-risk clients requiring relationship engagement. 4 - Hold productive, relevant, and timely meetings with data-driven insights. ↗

Danske Bank Group partners with OneTrust. The integration of OneTrust’s platform will enable Danske Bank Group to make its privacy data operations more efficient and foster a culture of trust and compliance in interactions with customers and stakeholders. This partnership will help Danske Bank Group to: 1 - Improve its privacy and data protection frameworks, and regulatory compliance processes. 2 - Provide teams with tools for efficient privacy management. 3 - Build trust through transparent practices. 4 - Strengthen its overall strategy to unify all data protection areas under one umbrella. ↗

ROYC enters into strategic technology partnership with G Squared. G Squared is a US venture capital firm investing in category-defining technology companies. Through this collaboration, ROYC will serve as G Squared’s technology and infrastructure partner in Europe. ROYC will provide G Squared with a fully digital, modular solution for onboarding, execution, and portfolio management, tailored to Europe’s regulatory and operational landscape. ↗

S&P Global introduces S&P Capital IQ Identifiers on DUNL.org. Data Unlocked (DUNL.org) is an open data portal that provides organizations worldwide with free access to essential reference and master data. The S&P Capital IQ Identifier, offered through the web-based platform, serves as a standardized identifier that facilitates seamless integration and access to company information. This new offering addresses growing industry demand for transparent, friction-free data access. DUNL.org enhances data accessibility by offering: 1 - Barrier-free access: No login requirements for essential reference and master data. 2 - Format flexibility: Human-readable interfaces and machine-readable APIs, JSON-LD, and RDF formats. 3 -Permanent stability: URLs providing reliable long-term data connections. 4 - Enhanced interoperability: Links to external standards including GeoNames and WikiData. 5 - Transparent licensing: Creative Commons licensing enables free internal organizational use. ↗

Fintent's signals are now available via Chrome Extension. With the extension, users can see company information and any relevant signals for the company when they visit a company's website. Company summary and information is displayed at no charge. Signals and access to the platform are available once signed up for Fintent. ↗

Profound collaborates with G2. This integration embeds Profound’s AI visibility data directly into the workflows of B2B go-to-market teams. With Profound now integrated into the G2 AI Visibility Dashboard, companies gain insight into how often their products and categories are cited by large language models, with G2 as the source. G2’s new AI Visibility dashboard, powered by Profound’s AEO data, enables marketers to treat AI discovery as a measurable, optimizable channel, similar to search or paid media. By combining Profound’s insights with G2’s role in software evaluation, companies can now: 1 - Track and grow their presence in Answer Engines outputs, 2 - Align review strategy with AI visibility, 3 - Understand what buyers ask AI before they reach the site. Teams can now: 1 - See where and how often AI models cite their G2 product pages, 2 - Identify G2 categories that drive visibility, 3 - Benchmark citation volume against competitors, 4 - Surface the prompts where their product appears, 5 - Receive guidance to improve AI mentions. ↗

Lincoln Financial and Bain Capital partner to launch new private market fund that will provide individual investors access to private credit. The Lincoln Bain Capital Total Credit Fund will offer a globally varied portfolio of private credit investments, including loans to mid-sized private companies, asset-based finance, structured credit, and opportunistic situations. The fund will provide individual investors with access to growth opportunities in the private market that have historically only been available to high-net-worth or institutional investors. The companies previously announced their strategic partnership to launch private market funds in March 2025. Lincoln and Bain Capital plan to begin marketing the fund and providing education for individual investors and financial professionals. ↗

Position Green forms partnership with EY denkstatt. With this partnership they can help companies meet regulatory requirements and strengthen their sustainability efforts. This collaboration allows both companies to create additional value for the Austrian market. Position Green provides an ESG software solution, while EY denkstatt contributes with sustainability experience. Together they are making ESG reporting and management easy and flexible to implement. ↗

Unlock VC partners with fundcraft. Unlock VC is a global platform and community for women in VC. Through peer exchanges, practical workshops, and strategic collaboration, fundcraft will work alongside the unlock VC community to address the operational challenges managers face, from launching new funds to scaling existing ones. This collaboration helps fundcraft guide managers through operational complexity, unlocking efficiencies, and building the trust they need to attract capital and grow sustainably. By combining unlock VC’s network with fundcraft’s digital-native operational mindset, both companies are making fund operations more transparent, scalable and accessible. ↗

NEW CLIENTS

Ten Cap chooses Enfusion by CWAN to streamline operations and strengthen compliance. Before Enfusion by CWAN, Ten Cap faced fragmented data across platforms, hindering accurate reporting and compliance management. The lack of unified trade execution and portfolio management capabilities limited the team’s ability to operate efficiently. Ten Cap chose Enfusion to meet its operational needs, gaining: 1 - A unified OMS and PMS platform for long-short strategies, 2 - Connectivity to over 20 brokers, globally and domestically in Australia, 3 - Workflow and reporting customization, 4 - Onboarding with onsite training and dedicated support. Enfusion’s platform provided real-time trade matching and automated pre-trade compliance checks, ensuring Ten Cap stays ahead of regulatory demands. Key improvements have been: 1 - Real-time trade matching and automated processing, 2 - Digitalized compliance monitoring and alerts, 3 - Unified reporting architecture, 4 - Reduced operational overhead. ↗

M&G Investments adopts Bloomberg’s RMS Enterprise to enhance global research workflows. As part of the collaboration, M&G’s investment team will make use of RMS Enterprise and the Bloomberg Terminal and combine the firm’s proprietary research content with Bloomberg’s research library and document search and analysis tools to surface and distil insights. The capabilities will enhance research across workflows spanning equity, fixed income and sustainable finance, and are also expected to support M&G in increasing the transparency and efficiency of their investment idea platform. Bloomberg’s research solutions can be integrated with M&G's buy-side offering, to allow clients to add actionable resources to their data and tech stacks and integrate these into investment research and the analysis process. ↗

Position Green's newest client is ReSight. ReSight provides strategic consulting and technical services in the energy and environmental area. ReSight is now integrating the Voluntary SME Standard requirements into its own operations with the support of Position Green’s digital platform. By using Position Green's platform, ReSight is able to: 1 - Strengthen its own ESG practices, 2 - Demonstrate that SMEs can report transparently and efficiently, 3 - Show that sustainability is achievable for companies of all sizes. ↗

FactSet chosen by Richardson Wealth for digital enhancement of advisory platform. With the selection of FactSet for this digital transformation, Richardson Wealth can consolidate technologies into a single, modern stack—eliminating dependence on third-party tools while enhancing the advisor experience. Additionally, this upgrade will include seamless integration with Richardson’s existing digital proposals and CRM partners. Now, Richardson Wealth’s advisors can engage with clients effectively and help make informed investment decisions. ↗

OFFICE & PERSONNEL

Sanjay Sharma to lead SEI’s international business. Sharma's role has been extended to serve as CEO of SEI International. With more than 25 years of financial services industry experience, Sharma will be responsible for developing, coordinating, and executing growth strategies across all non-North American jurisdictions. Sharma will continue to lead SEI’s Private Banking business globally. He will work closely with domestic and international leadership across the company to evolve and implement an integrated business and workforce strategy. Sharma’s focus will be on optimizing SEI’s growth opportunities, maximizing returns on invested capital, and driving cultural alignment and enterprise positioning. Sharma previously served as Chief Technology Officer, responsible for all of SEI’s platforms and applications IT strategy, execution, and delivery. Prior to joining SEI, he ran a consulting business and held several global delivery positions, including Head of Delivery in Europe for a global ITFS consulting company. ↗

Finster AI welcomes Charles Poliacof as Chief Commercial Officer. Poliacof brings prior experience from senior leadership roles across financial data and AI, including Visible Alpha, Novus Partners and ModuleQ where he was the Chief Revenue Officer until joining Finster AI. ↗

Sanoke Viswanathan joins FactSet as new CEO. Viswanathan was previously the Chief Executive Officer, International Consumer & Wealth at JPMorganChase, where he spent the last 15 years. Before that, he was a Partner at McKinsey & Company. ↗

Dustin Sedgwick is the new Chief Marketing Officer at Intapp. Sedgwick joins Intapp from JPMorganChase where he was the Chief Marketing Officer, Managing Director - Payments for the last 4.5 years. Sedgwick also spent 11 years at Microsoft and previously worked at Google. ↗

Michael Dionne joins Allvue Systems as Chief Commercial Officer. Dionne was most recently at LSEG where he was the Group Head of Sales – Global Digital. Dionne has also worked at Refinitive, Finastra, Netik and BankServ. ↗

Sonata One welcomes Kurt Echardt as its new Digital Marketing Manager, based in Cape Town. An experienced marketing professional with a background in financial services, Echardt will be responsible for leading Sonata One's digital marketing strategy. ↗

Dennis Mangalindan joins Canoe as its Senior Director of Family Office Strategy & Accounting Sales. Before joining Canoe, Mangalindan spent 14 years at SEI Archway, most recently as its Vice President - Business Development. ↗

Connor Taylor promoted to Associate Director - Private Capital Markets & Investment Banking at Intapp. Taylor has been with Intapp since June 2023 and was previously a Senior Enterprise Client Development Representative. Before joining Intapp, Taylor spent time at Selby Jennings as a Principal Consultant - Private Banking & Wealth Management. ↗

Matthew Rowett joins Qapita as the Partnerships Manager, based in San Francisco. Before joining Qapita, Rowett was a Senior Manager, Strategic Partnerships at GoGlobal for almost 4 years. ↗

Northern Trust adds to APAC sales team with the promotion of Suresh Thiagarajan to the role of Head of Client Development, Southeast Asia. Thiagarajan has been with Northern Trust for over 16 years, most recently as Senior Vice President - APAC Sales, Solutions Consulting. ↗

Fundcraft welcomes Marcela Sanchez Cifuentes as Head of Business Analysis & Product Enablement. Cifuentes brings over two decades of experience in fund operations and oversight across venture capital, private equity, and fund of funds. She has led operations at firms including GP Bullhound, Praesidium , and Advanced Capital (now part of Capital Dynamics), helping to scale fund operations, regulatory reporting, and portfolio oversight. At fundcraft, Marcela will head fundcraft's newly created Product Enablement unit, working in fund operations and technology. ↗

Kroll welcomes Kshama Dhir as Managing Director and Head of Kroll's Global Business Solutions. Dhir is responsible for leading the growth and efficiency of Kroll's global capability centers in India, Mexico, the Philippines and Vietnam. Dhir joins Kroll from EY, where she spent more than 17 years, most recently as Leader, Strategy and Transactions, EY GDS. ↗

VENDOR RESEARCH & WHITEPAPERS

Anaplan has a new blog, "Top five reasons visionary CFOs are modernizing their tech stack". In this blog, Anaplan provides five reasons why CFOs are modernizing, and owning their finance tech stack. ↗

Grata has a new blog, "How AI Will Impact Private Market Investing in the Next 5 Years". Grata feels that firms that foster a culture of AI adoption and fluency stand to gain a competitive advantage over their less tech-savvy peers. In this blog, Grata break down the most critical ways that AI is expected to affect M&A in the next five years. ↗

Juniper Square has a new blog, "Why culture is a GP’s secret weapon for operational alpha". Juniper Square states that operational alpha represents the compounding effect of better decisions, faster execution, and scalable systems. While many firms focus on technology and process improvements, the most successful recognize that culture isn't a "soft" asset—it's the foundation that either amplifies or undermines every other competitive advantage. In this blog, Juniper Square goes over the six pillars of high-performance culture and explains why the six elements can help create lasting success. ↗

AWARDS

SEI recognized as a Gold winner in the “Company of the Year” category for The Stevie Awards’ 22nd Annual International Business Awards. ↗

Northern Trust recieves four new awards. Northern Trust has recently won the following awards: 1 Best Outsourcing Provider - WatersTechnology Asia Awards 2025, 2 - Digital Asset/DLT Initiative of the Year (Green Bond Data Tokenisation) - Global Custodian Editor’s Choice, Leaders in Custody Asia Awards 2025 , 3 - Best Custody Specialist, Asset Managers - The Asset Triple A Sustainable Investing Awards 2025, 4 - Best Administrator - Client Service (Established Managers) - HFM Asia Services Awards 2025. ↗

CWAN wins the 2025 Finovate Award for Best Insurtech Solution. ↗