NEW & UPDATED PRODUCTS
Decimal Point Analytics launches Rakshak, an AI-powered investor protection platform, designed to detect and mitigate financial fraud risks. Rakshak helps identify suspicious patterns, generate real-time alerts, and deliver insights that strengthen trust, transparency, and security across financial ecosystems. Rakshak uses artificial intelligence and machine learning to study market data and identify unusual patterns. It can detect fraud risks early and send alerts to users before issues become serious. The platform offers real-time monitoring, risk scoring, anomaly detection, and customized alerts. ↗
FIS unveils cleared derivatives solution for prediction markets. The new FIS CD Prediction Clearing solution provides 24/7 post-trade clearing for regulated prediction markets. FIS CD Prediction Clearing builds on the foundation of the FIS CD Books and Records Manager, which provides post-trade clearing for derivatives. The enhanced solution replaces fragmented processes with real-time processing and its cloud-native architecture supports middle and back-office functions, scales with volume and reduces infrastructure costs. ↗
Sonata One launches Instant Investor Care. Instant Investor Care combines technology with human expertise to deliver white-glove support across the fund lifecycle. Key features of Instant Investor Care include: 1 – Multi-channel support via live chat, voice and video call, 2 – A seamless experience, fully embedded in the Sonata One platform, 3 – 24/5 access to Sonata One’s client service team. ↗
Asset Class releases Q1 2026 updates that include investor self-service, evergreen fund support and configurable onboarding questions. These new features are: 1. Portal user self-service: Investors can now update their investment account details from the portal streamlining the process for self-service. Four actions are available from the user menu – Change Address, Change Email, Change Distribution Instructions, Request Transfer. 2. Evergreen fund redemption distribution: GPs can now easily manage redemption requests for open-ended and evergreen funds. 3. Questionnaire component for new investment flow: Question sets can now be defined per fund type, investor category, or any other context without changes to the flow code. ↗
Goji introduces AI workflows for private fund operations. By deploying these AI-enabled workflows, teams can use a digital workforce to handle the workload of data processing and administration. AI workflows frees teams from manual tasks, allowing them to focus on investor servicing. 1 – For fund administrators: Staff oversees a digital workforce that extracts and classifies data, intervening only when the system flags an exception and when final human approval is needed. 2 – For asset managers: By implementing supervised task autonomy via AI-enabled workflows, users can scale AUM without the need to increase headcount. ↗
Hyperscience reveals advancements to its Hyperscience Hypercell platform from Spring 2026 release. New features include: 1 – Inference layering optimization – a unified orchestration layer that balances workloads across CPUs, GPUs, and model architectures to deliver accurate automation. 2 – Open, model-agnostic VLM framework innovation – an approach that enables developers to leverage the latest AI hardware and models, including support for NVIDIA Blackwell GPUs, NVIDIA Nemotron 3, and Google Gemini 1.5 Flash and Gemini 2.5 Pro. 3 – Production grade by design – provides infrastructure required to support document centric AI initiatives at scale, including auto scaling, FedRAMP High authorizations, redaction and masking with synthetic data for PII handling, compliance, and governance and performance. ↗
Chronograph adds Semantic Search to its AI suite, bringing enhanced document intelligence to LP portfolios. The new AI-powered capability enables limited partners to search across structured and unstructured data using natural language queries that understand the intent and meaning behind each question. Semantic Search is released as an enhancement to the in-platform ChronoAI interface as well as Chronograph’s Claude connector via Model Context Protocol. The capability understands the meaning and context of queries rather than keyword matching, allowing investors to surface relevant documents and insights even when using different terminology. Searches also run across an investor’s entire portfolio of documents simultaneously. Key capabilities include: 1 – Domain-Trained Intelligence: Where traditional search matches keywords, Chronograph Semantic Search understands private markets. A query for “returns,” for example, could result in insights referencing IRR, MOIC, or DPI. 2 – Cross-Document Scale: Searches across an investor’s entire portfolio of documents simultaneously, without document constraints. 3 – Insights Gathering: Combines Chronograph’s structured quantitative data with unstructured context and commentary from portfolio documents. ↗
FactSet launches AI-powered Document Search in beta. This enhancement can accelerate how financial professionals access and leverage insights from FactSet’s universe of unstructured data. With the rollout of Document Search in beta, FactSet allows users to explore and extract insights from transcripts, earnings calls, news, filings, and other unstructured data while preserving FactSet’s auditability and integration. Its intuitive comparison grid benchmarks companies and timeframes, while a natural language AI agent provides instant Q&A and summarized insights to streamline research. The AI-curated homepage highlights priority topics for analysis, enabling fast and informed decision-making with auditable insights. ↗
DEAL ACTIVITY
MSCI acquires PM Insights. By integrating PM Insights’ data into its offering, MSCI extends its capabilities in private markets, bringing enhanced transparency to private markets. The terms of the transaction were not disclosed, and the financial impact of the transaction is not expected to be material to MSCI. ↗
Linnovate completes acquisition of Adansonia Management Services. The transaction, initially announced in November 2025, has now been finalized following the satisfaction of all regulatory and closing conditions, including approval from the FSC. The transfer of shares was completed on March 31, 2026. With the completion of the acquisition, Adansonia is now formally part of the Linnovate Partners Group, strengthening Linnovate’s presence in Mauritius. With the transaction completed, both teams will focus on integration efforts and expanding their combined service offering.
Kroll completes acquisition of Madison Pacific. Madison Pacific is now operating under the Kroll brand as part of Kroll’s Agency and Trustee Services practice. This transition strengthens Madison Pacific ability to support cross-border transactions, special situations and private credit solutions. Clients will continue to receive the service they expect, supported by expanded local experience and Kroll’s global resources. ↗
PARTNERSHIPS & INTEGRATIONS
FactSet invests in Finster AI and partners with it to launch new AI-native solution. FactSet AI for Banking is an AI-powered workflow automation ecosystem that gives investment banking teams and research and sell-side firms, a unified environment that automates deal processes and unlocks new insights. Through natural language prompts, it orchestrates the production and synthesis of transaction assets and other processes across the entire deal lifecycle, delivering full traceability. The agents within FactSet’s AI solution for banking streamlines pitch materials, company profiles, memos, deep research, and buyer/seller analysis, among other investment banking workflows. FactSet AI for Banking is now available in alpha for some users, with a bigger rollout planned through 2026. ↗
Canoe Intelligence and Bloomberg form integration to automate private fund data delivery. This integration automates the delivery of private fund data directly into PORT Enterprise, Bloomberg’s portfolio and risk analytics offering. Using the Financial Instrument Global Identifier as a consistent fund identifier, Canoe delivers data into Bloomberg PORT Enterprise via secure FTP for mutual clients, reducing manual mapping and data entry. With private fund data accessible in PORT Enterprise, asset owners can analyze public and private investments for a total portfolio view, while supporting Investment Book of Record aligned workflows that provide an accurate view of private funds’ cash and position data. Clients can use PORT’s interactive dashboards on the Terminal to visualize portfolios, run cross-asset risk and scenario analysis with Bloomberg’s Multi-Asset Class Fundamental Risk Model, assess performance against Bloomberg’s alternative indices, as well as compare private fund metrics alongside traditional portfolio time-weighted returns. ↗
Blueflame AI integrates with FactSet to enhance deal research. Through this integration, FactSet’s private company, M&A, ownership and datasets are now accessible within Blueflame AI. Blueflame AI’s integration with FactSet allows deal teams to perform financial research through natural language queries, navigate public and private corporate hierarchies, and execute diligence workflows that unify external market intelligence with firm-specific knowledge. Blueflame AI’s FactSet integration allows users to: 1 – Automatically validate deal financials, 2 – Navigate capital structures, 3 – Build comparables, 4 – Analyze credit parent structures, 5 – Access private market intelligence, 6 – Benchmark against real data. ↗
Asset Class partners with NASA to power first alternative investment transaction in Space. As the Artemis II crew departs Kennedy Space Center on April 1, Commander Reid Wiseman will become the first person in history to execute a private fund subscription agreement while travelling to the Moon. powered by the Asset Class platform. The transaction, a commitment into a closed-end infrastructure fund, will be digitally signed approximately 238,855 miles from Earth, setting a new record for the farthest alternative investment ever executed. The Asset Class platform has been certified for use aboard the Orion spacecraft following an integration effort with NASA’s communications infrastructure, including the agency’s Deep Space Network. The subscription will be executed during the translunar injection phase of the mission, approximately four hours after launch, as the Orion spacecraft breaks from Earth orbit. The fund, whose name remains confidential pending final close, is understood to be a mid-market infrastructure vehicle focused on next-generation communications and energy assets. ↗
6lock and qashqade partner to enhance private market best practices. 6lock is a Verified Money Movement platform purpose-built for private equity firms. The partnership addresses two tooling gaps that leave PE firms exposed: manual, spreadsheet-based calculations to determine capital calls, deal allocations, and distributions — and email-dependent processes to execute those transactions. With qashqade’s allocation management platform and 6lock’s Verified Money Movement platform, private equity firms can close two gaps in fund operations simultaneously — not just securing transactions, but ensuring the amounts behind them are right in the first place. Firms that deploy both solutions gain calculation accuracy paired with secure execution, reduced operational burden across fund administration and treasury teams, improved LP experience through transparency, and fraud prevention against both impersonation attacks and data manipulation. ↗
Entrilia partners with Cascata Solutions. With Entrilia handling the fund operations layer and Cascata powering waterfall and carry, this partnership can help fund accountants realize the full value of automation at scale from capital call to carry distribution with transparency and without reliance on consultants, manual checks, and spreadsheets. ↗
Kroll collaborates with Made Market to embed its deal intelligence directly within the Made Market CRM. Users can request an API key, push data into the platform, or view companies of interest—creating an informed view of their pipeline. With Fintent embedded in MadeMarket, deal teams can: 1 – Identify companies likely to transact early: See M&A and capital raise signals directly within company profiles—before processes formally start. 2 – Prioritize outreach based on real intent – focus on companies actively exploring a sale or capital raise, not static lists. 3 – Build pipeline around timing – automatically surface and track opportunities alongside existing deals. ↗
Carta launches two plugins that connect Claude directly to live Carta data. Carta Cap Table and Carta Fund Admin are the first two plugins available in Claude. Once connected, users can ask questions about cap tables, valuations, investments, and fund metrics in plain language and get answers in seconds. These plugins bring fund admin data, investment information, company financials and KPIs, and LP information directly into Claude. ↗
Ibex Investors chooses WealthBlock as its investor portal infrastructure partner. Ibex Investors has over $1B in AUM and a multi-strategy platform spanning across venture, hedge and SPV funds.
Juniper Square and Kudu Investment Management form strategic partnership to support the Kudu ecosystem. Kudu Investment Management is a provider of permanent capital solutions to independent asset and wealth management firms. Through this partnership, Kudu’s partners will benefit from enhanced access to Juniper Square’s integrated platform spanning investor onboarding, fundraising, and fund administration, supporting efficient capital raising and scalable infrastructure built for long-term growth. The agreement also creates an aligned framework for engagement with Juniper Square, reinforcing the overall value available to Kudu’s partners. By providing access to Juniper Square’s technology and services, Kudu is expanding the ways it supports partner firms, enabling them to operate with enhanced efficiency. ↗
Third Point expands partnership with CAIS, extending access to its private credit strategy to registered investment advisors and independent broker-dealers. Third Point’s private credit strategy aims to deliver financing solutions to high-growth middle-market companies with a disciplined underwriting approach consistent with the Third Point investment platform. ↗
iCapital and BlackRock’s Aladdin Wealth partner to bring alternatives into advisor portfolios. This new partnership integrates iCapital’s alternative investments technology platform with Aladdin Wealth. With this integration, advisors will be able to discover alternative offerings on their firm’s product shelf, initiate subscriptions and redemptions, and track status updates alongside portfolio analytics. Advisors will benefit from a streamlined experience that enables them to build, implement, and monitor portfolios effectively across the whole portfolio, including public and private markets. ↗
NEW CLIENTS
BarmeniaGothaer modernizes front-to-back investment platform with Bloomberg and Clearwater Analytics. BarmeniaGothaer has gone live on Bloomberg’s buy-side solutions and has selected Clearwater Analytics as its middle- and back-office management platform, including accounting and data management. BarmeniaGothaer is an existing multi-asset buyside OEMS client of Bloomberg benefiting from integration to Bloomberg Electronic Markets and using Bloomberg AIM as its Investment Book of Record and OMS alongside Bloomberg PORT Enterprise for risk and attribution analysis. Clearwater will serve as the new middle- and back-office foundation, delivering accounting, reconciliation, regulatory reporting, performance, compliance, and risk across public and private assets. ↗
Huntington National Bank selects the SEI Wealth Platform. The Huntington National Bank has selected the SEI Wealth Platform to advance and unify its wealth management systems and capabilities. Through this strategic relationship, Huntington Private Bank will transition to SWP and rely on SEI’s support across technology, operations, and asset management functions. Additionally, Huntington will implement SEI Data Cloud services, as well as SEI’s digital workflow solution for account onboarding and other workflows. Huntington has also engaged SEI’s Professional Services business to manage aspects of the overall change management program and assist with systems integration, data conversion, and transition planning as it steps into the new operating model. Huntington will also gain access to SEI’s ecosystem of solutions for private banks, including the SEI Access alternative investments platform and SEI LifeYield for tax management capabilities. ↗
Dynamo welcomes Frontenac as a new client. Frontenac has selected the Dynamo Accounting platform to enhance operational efficiency and automate investor reporting. Frontenac is a Chicago-based private equity firm focused on investing in lower-middle-market companies.The decision to adopt Dynamo Accounting stems from Frontenac’s need for a private equity-specific solution that could scale with its operations. By implementing Dynamo Accounting, the firm will automate functions and streamline its reporting workflows. ↗
MZI Holdings picks Canoe to strengthen back-office operations. MZI Holding Ltd. is the family office of the Mazrui group of companies, an Abu Dhabi-led conglomerate, founded in 1972. Based in the UAE, it plays a role in managing the group’s financial interests across global public and private markets. MZI Holding focuses on long-term value creation through global asset management and strategic partnerships. Mazuri has entered into a partnership with Canoe to strengthen its back-office by implementing AI-driven data processing solutions. This will enhance MZI Holding’s productivity, elevate controls, and support its growth. ↗
Andalusian Credit Partners chooses Hypercore to support their loan management operations. Andalusian Credit Partners is a middle market direct lending firm serving institutional investors globally, and is now leveraging Hypercore’s platform to improve efficiency, and optimize their full loan lifecycle. ↗
OFFICE & PERSONNEL
ERM’s Tom Reichert to step down as Chief Executive Officer effective April 15, after leading the company since January 2022. Sabine Hoefnagel will serve as Interim CEO while the Board conducts a search for a permanent successor. To provide additional continuity during this transition period, Andy Boland, Chief Financial Officer, will work closely with Sabine and the leadership team to drive operational and commercial execution across the company. Reichert will support the leadership transition and remain engaged with ERM in an advisory capacity to help ensure continuity. ↗
Pepper welcomes Eric Mueller as Chief Revenue Officer. Mueller brings over two decades of experience building and scaling technology-enabled services and solutions across financial services. Most recently, he served as COO/Managing Director at D2 Legal Technology, where he advised institutions on transformation initiatives and helped build service offerings. Over the course of his career, Mueller has also held senior roles at Booz Allen Hamilton, Bank of America, and JPMorgan Chase, where he led data, operations, and transformation initiatives across global financial institutions. At Pepper, Mueller will lead global go-to-market strategy and revenue growth. ↗
Juniper Square appoints Brandon Sedloff as Chief Relationship Officer. In this newly created role, Sedloff will serve Juniper Square’s trategic clients and partners, while also building and deepening connections between GPs, LPs, and service providers industry-wide. He will be responsible for ensuring that client needs, market feedback, and industry trends are incorporated into how Juniper Square serves the market. Sedloff will continue to host Juniper Square’s The Distribution podcast and lead Juniper Square’s Key Leaders community while driving new initiatives for strategic client engagement and knowledge sharing across private markets. ↗
73 Strings welcomes Fedja Bosnic as Director of Engineering. Bosnic brings 20+ years of product engineering experience, along with a decade of senior leadership across startups and global organizations. As both a founder and technical leader, Bosnic built and launched Machined AI at Sandbox Studios and also led strategic engineering teams at Huspy, Intercom, and EF Education First, and spent nearly a decade on low-latency trading systems at Sequoia Capital. Bosnic will play a key role in scaling 73 Strings’ engineering organization, advancing its distributed systems and accelerating innovations across data, AI, and product. ↗
AlphaSense expands global operations across APAC and Europe, the Middle East, and Africa. These enhancements include two leadership hires, expanded AI capabilities for translations and multi-language document analysis, and expanded proprietary and regional content. AlphaSense’s latest updates include: 1 – Executive Hires to enhance global operations: Julia Lecocq joined the company as SVP of International Corporate Sales and UK Country Manager. As a 20-year sales and go-to-market veteran with previous leadership positions at GLG and Percolate, Lecocq will lead AlphaSense’s UK and EMEA strategy, focusing on connecting regional demand and global scalability. In addition, June Boo joined as VP of Corporate Sales and Singapore Country Manager. Formerly Head of Asia Business, LinkedIn for Sales, Boo will oversee AlphaSense’s Singapore hub, driving adoption across APAC’s financial and corporate sectors. 2 – Enhanced multi-language platform capabilities: Users can now use Generative Search to translate and analyze multi-language documents. 3 – Regional Content: AlphaSense continues to expand its global content footprint, combining over 500 million business documents across more than 37 languages – including Mandarin, Japanese, and Spanish – with growing proprietary content. This year, AlphaSense plans to more than double its Tegus Expert Transcript Library across APAC and EMEA. Together, this provides users with localized macro, regulatory, and company-level intelligence, as well as on-the-ground perspectives and insights. ↗
Grandview Analytics introduces Debbie Sanger as Senior Director, Consulting Services. At Grandview Analytics, Sanger will leads programs and projects that modernize systems, streamline processes, and guide teams through transformation. With over 20 years of experience across financial services and technology, Sanger has served as a product controller, business analyst, and program manager within a global investment management organization, as well as a consultant who leverages that experience to help clients work and operate effectively. ↗
VENDOR RESEARCH & WHITEPAPERS
Bite has a new article, “System Overload: Why Unified Platforms Are Becoming Essential for Investor Engagement”. Bite feels that investor engagement in private markets remains relationship-driven but increasingly depends on structured processes and digital infrastructure to operate at scale. In this article, Bite examines how investor expectations are evolving, the challenges created by fragmented systems, and how unified digital platforms are enabling transparent and scalable investor communication. ↗
AWARDS
Canoe wins four awards at the 2026 Global Private Banker WealthTech Awards. Canoe Intelligence has been recognized across four categories: 1 – Best Data & Analytics Innovation for Wealth Management, 2 – AI Excellence in WealthTech Award – Overall, 3 – Best WealthTech Innovation of the Year – UK, 4 – WealthTech Vendor of the Year – UK. ↗
ROYC awarded in three categories at the Global Private Banker WealthTech Awards 2026. ROYC has won for: 1 – Best Alternative Investments Platform, 2 – Best Digital Portfolio Management Solution. ↗
SS&C Intralinks recognized by Business Intelligence Group in the Automation category of the Artificial Intelligence Excellence Awards for DealCentre AI. ↗
