This Week’s Vendor News

NEW & UPDATED PRODUCTS

Flowlie launches new Runway & Funding Calculator. The calculator will show: 1- Current runway (how long your current cash balance will last), 2 - Time to profitability, 3 - Total capital needed before profitability, 4 - Recommended funding amount (including safety margin), 5 - Time to $100M ARR (time to become a unicorn), 6 - A projection graph with revenue, expenses, and cumulative balance. The calculator is free on Flowlie's website. ↗

OneTrust unveils new data governance solution designed to accelerate AI initiatives. The Data Use Governance solution is designed to close the gap between traditional data governance and the real-time compliance demands of AI. Data Use Governance accelerates data enablement for AI initiatives with data policies, automated data controls, and embedded data policy enforcement. OneTrust now enables its customers to turn data policies into programmatic logic that automates enforcement at the level of the data query itself. With the OneTrust Data Use Governance solution, OneTrust enables organizations to: 1 - Accelerate data use. 2 - Enforce policies in real time. 3 - Ensure policy adherence. ↗

Similarweb introduces AI Chatbot Traffic Tracking on its platform. With this new feature, users can now track traffic coming from AI platforms and understand how users are discovering content through chatbot recommendations. Here's how it works: 1 - Search for any domain, 2 - Navigate to Website Performance > Referrals, 3 - Go to ‘Referring Sites’, 4 - Apply the ‘Traffic Source Group’ filter. Use this new filter to select AI Chatbot Referrals and isolate traffic coming from AI platforms, 5 - Analyze performance. As part of this new feature, you can also view the Top Landing Pages from Chatbots report and users can also monitor what AI prompts are driving traffic to your landing pages. This new data gives users the visibility to stay ahead of emerging trends, adapt their SEO strategy, and identify new opportunities. ↗

Deepsense.ai launches new GenAI Monitor Framework. The GenAI Monitor Framework gives users access to centralized monitoring and traceability without disrupting their workflow. The GenAI Monitor Framework is ideal for: 1 - CTOs overseeing AI systems, 2 - AI/ML teams needing fast POC cycles, 3 - researchers working with agentic workflows or custom stacks. With 1 line of code users can: 1 - Instantly track prompts, generations, and performance metrics, 2 - visualize behavior across hosted & local LLMs, 3 - store and compare inferences for debugging or optimization, 4 - collaborate with your team using centralized dashboards. ↗

ROYC rolls out new updates from April 2025. ROYC recently introduced new features to give GPs clarity and control across the investment lifecycle. These new features include: 1 - Fund Opportunity Editor & Publisher with Country Access Management: This feature gives users you the improved ability to create and publish fund opportunities, and manage which countries investors can access them from—ensuring compliance, targeted visibility, and control over investor engagement. 2 - Enhanced Analytics Dashboard: Detailed insights and analytics into fund performance, investor behavior, and critical metrics, helping investors make informed decisions. 3 - Capital Call Forecast UI: Redesigned filtering system now allows granular control over portfolio views - filter by investment types, account status, performance metrics, and custom tags. This new feature helps investors make informed decisions with clear portfolio visibility. These new features are designed to enhance a GPs’ operational efficiency, compliance, and investor communication. ↗

Juniper Square’s latest release includes CRM on the go, quick investor onboarding and enhancements to LP communications. This new release includes: 1 - Juniper Square mobile app. 2 - Investor onboarding with flexible LP subscription flows, countersign in bulk, custom footnotes & sub-questions, expanded subscriber types. 3 - Enhanced communication tools: template management, email scheduling and investor driven contact management. ↗

Broadridge enhances OpsGPT, introducing new agentic capabilities to optimize global post-trade operations. Key enhancements include inventory optimization, fails research, and mail integration automation. With these enhancements OpsGPT delivers real-time operational intelligence and execution, enabling firms to manage risk, capital, and drive operational efficiency. New enhancements to OpsGPT: 1 - Fails Research: Diagnoses root causes of settlement fails, providing actionable insights and reducing resolution timelines. 2 - Inventory Optimization: enables real-time global inventory management, identifies mismatches and suggests asset transfers to maximize capital efficiency and save firms millions of dollars. 3 - Email Integration Automation: Interprets inbound operational emails, extracts context, retrieves relevant data from internal systems, which reduces response cycles. OpsGPT has integrated agentic capabilities, where AI agents support operations teams by converting data into actionable insights; improving decision-making, recommending optimal actions and executing workflows. ↗

Hyperscience unveils plans to enhance its AI-assisted layout creation feature on its platform to enhance user experience and efficiency. Upcoming releases will introduce new AI capabilities, aimed at simplifying and expediting the layout triage and creation process. These future enhancements include: 1 - Hyperscience's AI document redaction tool will enhance privacy and data protection. It is designed to superimpose groups of similar images onto each other to perform static comparisons, effectively detecting and redacting data from filled-in fields. 2 - Hyperscience will provide a manual redaction and blanking tool, which is currently under development. This feature allows for any additional adjustments needed to perfect the blank image, ensuring accuracy and customization. ↗

FactSet’s US Monitor is now available to all FactSet Workstation users. With FactSet’s US Monitor, users get real-time access to financial data and analytics, all in one streamlined platform. ↗

DEAL ACTIVITY

PERSUIT acquires Apperio. With this strategic acquisition, PERSUIT is building an end-to-end platform that powers smart decision-making from intake to invoice approval and payment. The addition of Apperio delivers full transparency into legal spend and real-time invoice validation. This move will help in-house legal teams to: 1 - Firm recommendations at matter intake, 2 - AI-powered scoping and pricing requests, tailored to matter type and desired outcomes, 3 - Firm and attorney performance insights that drive panel decisions, 4 - Invoice validation that protects against overbilling and confirms ROI. ↗

Octane completes agreement to sell a portfolio of $200 million of fixed-rate installment powersports loans to Yieldstreet. Yieldstreet received financing from J.P. Morgan to facilitate the transaction. This is Octane’s third whole loan sale to Yieldstreet. In 2023 and 2024, Octane sold a total of $280 million of fixed-rate powersports loans to Yieldstreet via two transactions, the first of which was Octane’s first whole loan sale and Yieldstreet’s inaugural private credit facility. ↗

PARTNERSHIPS & INTEGRATIONS

Inrate and SESAMm form new partnership. This collaboration will merge Inrate’s ESG Ratings with SESAMm’s controversy insights, which cover millions of companies across 4 million global sources. Through this partnership, Inrate will integrate SESAMm’s controversy event data into its controversies analysis, ESG assessments, and ratings. This enhances Inrate’s insights into ESG controversies and strengthens its approach to evaluating corporate sustainability performance. ↗

Envestnet and Canoe Intelligence partner to deliver enhanced alts data experience. This new integration partnership will initially offer wealth managers a way to automate the delivery of their data in Canoe’s platform into Envestnet | Tamarac’s reporting system, Tamarac Reporting. In 2026, the integration will extend to the Envestnet platform. The Canoe and Envestnet teams are working together to build connectivity between their respective platforms. This partnership will enable the automated integration of data extracted by Canoe from alternatives notices and statements directly into Envestnet’s back-office platform for independent advisors, Envestnet | Tamarac—and next year, into the Envestnet platform. Over two dozen existing mutual clients will be able to streamline their operational workflows with this integration. ↗

AlternativeSoft partners with Albourne to integrate their Alternative Risk Premia Indices: AltERS, into AlternativeSoft's analytics platform. With Albourne’s Hedge Fund Indices: HedgeRS, built from a database of over 6,500 hedge funds and covering 47 indices, AlternativeSoft can now offer enhanced performance insights. ↗

Passthrough now integrates with Salesforce. Passthrough’s new Salesforce integration connects your CRM to your investor onboarding workflow. Now, the actions taken in Salesforce can automate investor invites, prepopulate investor data, track real-time status updates, and sync completed documents. This integration eliminates manual steps like sending invites, tracking investor progress, and keeping CRM records up to date. Instead, fund managers and IR teams can: 1 - Automate investor invites and document collection, 2 - Get real-time reporting on fundraising progress directly in Salesforce, 3 - Reduce time spent on administrative tasks while keeping teams aligned. ↗

Interpath partners with Dealstack to digitize its employee equity plan. Interpath is an international advisory firm and portfolio company of H.I.G. Capital. The goal of this partnership is to ensure seamless management, improved transparency, and reduced admin. Key outcomes of this collaboration include: 1 - Digitized ownership records: All employee equity data is now structured, auditable, and accessible in real time. 2 - Instant access to investment documents: Stakeholders can retrieve agreements without chasing emails or searching through shared drives. 3 - Automated workflows for ongoing management: Joiners, leavers, and additional allocations can now be processed efficiently. ↗

MAI Capital Management selects iCapital to scale its alternatives platform. Through the integration of iCapital’s technology into MAI’s platform, MAI’s in-house investment team can view, manage, and administer clients’ existing and future alternative investments. iCapital’s end-to-end technology provides MAI’s advisors with a solution to simplify the process of reconciling alternative investment and fund data, streamline document management and fund finance activities, and enable efficient workflows. MAI’s investment team will also have the capability to create custom portfolios and complete related due diligence for clients. iCapital will manage the associated oversight functions and support ongoing operations and efficiencies for MAI’s advisors and clients, and iCapital has also agreed to manage a set of existing funds currently managed by MAI as part of the partnership. ↗

Coral Starfish partners with Altrata to deliver a new integration between BoardEx and Invenias. This collaboration represents an enhancement in how executive search firms leverage data-driven insights to fuel strategic decision-making. By integrating BoardEx directly into Invenias, both companies are reshaping how firms access, analyze, and act on leadership intelligence within their day-to-day workflow. ↗

Wayne Cooperative Insurance expands Clearwater Analytics relationship with Risk and Performance Analytics Suite. Wayne Cooperative Insurance has enhanced its partnership with Clearwater to include performance attribution and risk analytics that drive improved returns and reduced risk exposure. Now, the investment team at Wayne Cooperative Insurance can assess potential market events, including interest rate shifts, credit spread changes, and foreign exchange volatility, enabling them to identify high-performing securities and explore new asset classes. ↗

Bitwise joins iCapital Marketplace to expand access to investment opportunities in crypto. Users of iCapital Marketplace are now able to access Bitwise’s active crypto strategies that seek to capitalize on the alpha opportunities in the crypto space. ↗

Mortgage Brain appoints Xpedition to power up Microsoft Dynamics to deliver enhanced customer insights. Mortgage Brain has partnered with Xpedition to elevate Microsoft Dynamics 365 CE, providing visibility into its customer interactions and enhancing the overall performance and usability of the platform. Mortgage Brain will build on its existing knowledge of the Microsoft eco-system, engaging with Xpedition to help build internal champions within the business to add value across its operations. Additionally, improving reporting and bringing data together using the capability of Microsoft Power BI are also key objectives. ↗

House of HR deploys suite of Anaplan applications to improve financial consolidation, FP&A, and management reporting processes. House of HR has selected Anaplan’s applications for their financial planning and analysis, financial consolidation, financial reporting, and management reporting to enhance operational efficiency and improve strategic decision-making. House of HR needed to replace a legacy close and consolidation product to better accommodate its financial planning and reporting needs. Additionally, House of HR needed a contemporary scenario planning solution for their FP&A organization. House of HR has now implemented Anaplan's cloud-based solutions for FP&A as well as Financial Consolidation and Disclosure Management. House of HR will now benefit from an integrated platform, enabling better decisions, reduced costs, quick time to value, improved compliance, and optimized finance capacity. Anaplan is central to enhancing data accuracy, improving forecasting, and fostering team collaboration for House of HR. ↗

Dynamo welcomes ALPS Capital Management as a new client. ALPS Capital Management, a Family Office based in Hong Kong, has selected Dynamo to enhance their operations by implementing Dynamo’s CRM module. ALPS Capital Management sought a solution with flexibility around configuration so that the CRM module would align with their business objectives. ↗

Wespath chooses Canoe Intelligence for operationally efficient alts workflows. Wespath, a faith-based pension fund, is implementing Canoe Connect to automate its alternative investment document collection workflow into a centralized location and Canoe Intelligence to systematize its valuation and transaction data extraction processes. After searching for technology that could help its team achieve operational efficiency, Wespath selected Canoe for its ability to not only centralize all of the team’s documents in one place but also streamline the process of collecting those documents. ↗

OFFICE & PERSONNEL

James Ede joins Filament Syfter as Director of Customer Success. Most recently, Ede was the Director of Customer Success at Spotler and he also spent more than 17 years at RedEye. ↗

IQ-EQ welcomes Koji Ikeda as its new Managing Director for Japan. With over 35 years’ experience in custody, securities lending, and offshore fund services, Ikeda brings market knowledge and experience with client relationships. As part of the Asia Regional Management Team, he will lead the business strategy for Japan and enhance IQ-EQ's brand visibility in the Asian market. ↗

Alkymi introduces Kevin Cohane as a new Strategic Account Director. Cohane brings prior experience in SaaS solutions for financial services, with a track record of driving growth and building client relationships at firms such as SS&C, FTSE Russell, Confluence, JPMorgan, eVestment, and BNY. ↗

VENDOR RESEARCH & WHITEPAPERS

Beauhurst has a new blog, "How Data Can Spot Private Wealth". Beauhurst feels that right now it's more important than before, for wealth management firms to leverage data to inform their business development strategy. In this article, Beauhurst explains how you can use data to gain a competitive advantage — especially when it comes to finding new clients and building trusted, long-lasting relationships with them. ↗

UNTAP has a new blog, "How to Build a Scalable Portfolio Management Strategy". UNTAP feels that a scalable portfolio management strategy is essential for delivering operational excellence, real-time performance visibility, and long-term returns. In this blog, UNTAP provides seven ways to build a scalable portfolio management strategy that works across the private capital spectrum. ↗

FundGuard has a new blog, "Top Five Challenges Facing Investment Accounting". FundGuard feels that investment accounting remains under immense pressure to modernize to meet increased demands. In this blog, FundGuard explores five challenges facing investment accounting today. ↗

Maestro has a new blog, "Value Creation or Value Observation? Why PE Firms Must Empower Portfolio Operations to Deliver." In this blog, Maestro explains why it believes that that too many PortOps teams are set up to track value, not create it, but value creation demands proactive operators, not passive observers. ↗

AWARDS

Northern Trust wins two awards at the Wealth Tech Awards. Northern Trust has won for: “Best Private Bank in the US for Digital Wealth Planning” and “Best Private Bank in the US for Digital Customer Experience”. The Wealth Tech Awards recognize and celebrate technology innovation in the wealth management industry. ↗