NEW & UPDATED PRODUCTS
SimCorp releases Agent Launchpad, an AI ecosystem for investment managers. Investment managers will be able to access a range of pre‑built AI agents from SimCorp and curated partners. These agents support investment workflows such as portfolio management, corporate actions, risk analysis, and operational support. In addition, Agent Launchpad will allow users to build their own agents, with controlled access to data from SimCorp One and approved third‑party providers. Agent Launchpad will enable multiple AI agents to work together across workflows within a common governance framework. By enabling specialized AI agents to collaborate, Agent Launchpad helps investment managers use agentic AI to automate operational workflows, accelerate market analytics, and support investment decision‑making — freeing their teams to focus on portfolio decisions and client service. To support adoption, SimCorp will also introduce a prompt library to help users get started with agentic AI. In addition, Orbit, a fintech providing AI-driven research and intelligence capabilities for financial services, will become the first ecosystem partner to deliver an AI agent through Agent Launchpad. Orbit’s agent embeds AI-powered insights across company fundamentals, markets, news, broker research and regulatory information directly into SimCorp One workflows. ↗
Backstop launches Backstop Insight Center. Backstop Insight Center helps GPs, LPs, and Investment Consultants turn fragmented investment data into actionable insight. Backstop Insight Center is a searchable home for investment intelligence that brings your firm’s reports, dashboards, and recurring analyses into a single hub within Backstop’s research management system. Insight Center is designed to support the needs of different investment roles: 1 – For Investment teams (GPs): Prepare efficiently for weekly reviews, IC meetings, portfolio discussions, and stakeholder updates, with less manual coordination. 2 – For Allocators (LPs): Gain visibility into managers, diligence, allocations, liquidity, and performance when evaluating investment decisions. 3 – For Consultants: Synthesize research quickly to deliver timely recommendations and answers to clients. ↗
Moonfare introduces new AI-focused technology strategy. This early and growth stage strategy is designed to provide diversified exposure to artificial intelligence and transformative innovation. The strategy will do this through a curated portfolio of growth managers, complemented by direct investments into technology companies. The strategy is built around a core allocation of 8–15 of growth managers, selected for their track records of identifying and scaling tech companies through several market cycles, combined with 8–15 co-investment opportunities sourced via Moonfare’s GP network. The strategy will seek exposure across key themes including AI, cybersecurity, healthcare, tech, fintech infrastructure and physical AI. Portfolio construction is designed to balance exposure across stages and technology themes. ↗
Novata expands Regulatory Navigator to help investors navigate global sustainability rules. This update introduces a Premium tier designed to consolidate regulatory intelligence, streamline workflows, and give firms clear visibility into obligations that carry financial and governance risk. The Premium tier adds operational tools designed for institutional investors, general partners, and large corporates managing multi-entity structures. These include a centralized dashboard with real-time regulatory updates, a Monitoring Hub to track compliance progress, and a global heat map to visualize regulatory exposure. One new enhancement is the Organization Structure feature, which allows firms to assess regulatory exposure across entire portfolios, supply chains, and subsidiaries. Another feature in the Premium tier is trend analysis. This capability enables organizations to anticipate regulatory developments rather than react to them after implementation. By identifying emerging policy directions, firms can align internal strategies with future disclosure requirements, adjust investment theses, and reduce compliance-related disruptions. For investors, this creates a clear line of sight into portfolio risk and resilience. ↗
Mosaic enhances modeling capabilities, including a set of updates to sensitivity analysis. What is new: 1 – Sensitize segment-level operating line items. Users can now sensitize any operating line item, including segment-level metrics like subscription revenue, services revenue, or specific cost drivers. 2 – Sensitize base rates. Directly model how shifts in base rates impact returns, bringing visibility into interest rate exposure within leveraged structures. 3 – Dividend recap leverage scenarios. Evaluate a wide range of capital structure outcomes by running sensitivities on recap leverage multiples. 4 – Export to Excel. All sensitivity tables can now be directly downloaded into Excel as hardcoded outputs. This means that users can reformat, customize, and layer in memo lines for IC materials without having to rebuild the analysis. ↗
Standard Metrics introduces liquidation preferences and financing terms. Financing terms on Standard Metrics help investors track their investor rights for each portfolio company — e.g. whether they hold a board seat, qualify as a major investor, have information rights or pro rata rights, or have Right of First Refusal. Firms on Standard Metrics can now add these investor rights to Standard Metrics and use them in all existing platform tools: portfolio dashboards, AI Analyst, data exports, APIs, and more. Additionally, liquidation preferences can now also be stored on Standard Metrics. For each series Standard Metrics tracks the liquidation multiple, participation (non-participating, fully participating, capped participating), and seniority (tiered or pari passu). Its AI Analyst can also retrieve and summarize these new liquidation preference terms for investor questions. ↗
FIS reveals enhancements to the FIS Cross-Asset Trading and Risk Suite. FIS’ newly enhanced digitalized dashboards improve the user experience, while providing AI tools to help optimize the user experience and drive operational efficiency. The platform’s expanded capabilities now support both public and private market strategies on the buy side, enabling firms of all sizes to implement cross-asset approaches that were previously accessible only to large market participants. ↗
Inrate’s sovereign ESG impact rating methodology is now live. Inrate’s sovereign ESG ratings provide asset managers and owners with an assessment of the policies and practices of states that have an impact on sustainable development. Inrate assesses sovereign impact using 60+ KPIs across relevant ESG themes. Features of ESG Sovereign Ratings include: 1 – Assessment across key ESG themes, 2 – 60+ ESG performance indicators, 3 – Client-specific exclusion criteria, 4 – Comparable rating scale. ↗
AlphaSense launches mobile app for iOS and Android. The AlphaSense mobile app is built for finance professionals who need to search, analyze, and act on critical information in real time, without being tied to a desk. Benefits of the mobile app include: 1 – Generative search: set instant, conversational answers. 2 – Execute agentic workflows end-to-end. 3 – Maintain momentum, 4 – React to headlines in real-time. ↗
Fintent releases new feature: Sample Companies. Users can now input up to 10 example companies directly into their search to: 1 – Pressure-test filters, 2 – See if the “right” companies are actually being captured, 3 – Quickly adjust without guessing. ↗
Owlin’s product release update is live. In this release, Owlin launched three features in the new Owlin Monitoring solution that help risk and compliance teams maintain and control their portfolio monitoring. Here is what is new: 1 – Add companies yourself, instantly. No more waiting to add entities to your portfolio. Submit a form with minimal data, and the entity is live and monitored within minutes. 2 – Filter your feed by what actually matters to you. Risk lens, date range, risk level, record type, labels, and more. 3 – Company Risk Profile. Get an instant overview of any company’s risk, with an auto-generated summary, a radar chart across risk topics, and a 12-month momentum graph. ↗
SimCorp adds new capability to Axioma Risk system. SimCorp has introduced a new AI-powered stress testing capability within Axioma Risk that employs natural language for stress testing, a tool used by portfolio and risk managers to understand how their investment portfolios may perform under extreme but plausible market conditions. This type of stress test allows investment teams to focus on identifying vulnerabilities, interpreting risk, and acting on identified risks that can be mitigated. It also helps provide insight into tail risk arising from changes to interest rate expectations, currency moves, inflation, commodity price changes, or geopolitical events. The AI-powered stress testing capability allows users to: 1 – Configure stress scenarios quickly, 2 – Translate concerns into financial shocks, 3 – Assess scenario plausibility, 4 – Leverage AI to simplify tasks, but retain calculation governance and audit. ↗
SEI launches digital onboarding solution for collective investment trusts. SEI Access for CITs is a digitized and automated collective investment trust onboarding experience that supports both public and private assets for defined contribution plan sponsors, advisors, recordkeepers, and asset managers. SEI Access for CITs offers: 1 – Automated data capture including pre‑populated form filings, reducing errors and manual entry. 2 – Digital applications that streamline review, approval, and execution. 3 – Centralized, collaborative dashboards with real‑time notifications. 4 – Flexible infrastructure integrated into SEI’s broader CIT platform, enabling governance, onboarding, and administration at scale. 5 – The ability to add private CIT funds to the SEI Access marketplace, expanding market reach. ↗
Persefoni expands language capabilities on platform. With Persefoni’s expanded language capabilities, data owners across different regions can contribute in the language that works best for them, without breaking workflows. Enhanced features include: 1 – Regional teams and suppliers can upload data using localized templates. 2 – Templates and ledgers adapt based on user language settings. 3 – Data flows into a single system (regardless of input language); no workarounds or manual reformatting required. ↗
DEAL ACTIVITY
Broadridge makes strategic investment in CENTRL and forms partnership to enhance due diligence and RFP solutions. This new partnership enhances Broadridge’s data and analytics solutions for the asset management and retirement advisory industries with due diligence technology and expands its AI-enabled capabilities, helping modernize counterparty due diligence and RFP processes. By integrating Broadridge’s data and market infrastructure capabilities with CENTRL’s AI-driven due diligence platform, firms can reduce manual touchpoints, eliminate data gathering, improve accuracy and consistency, and strengthen regulatory audit trails. The collaboration includes modernizing Broadridge’s Fi360 RFP Director, embedding Broadridge data into CENTRL’s workflows, and expanding access to AI-driven tools that automate due diligence, RFP responses, and counterparty oversight processes. Additionally, Broadridge clients will now have access to CENTRL’s due diligence management and response platforms, including integration with Broadridge’s distribution data and analytics, enabling asset managers to improve and scale due diligence, fund and counterparty oversight, and RFP response workflows. ↗
Mosaic raises $18M Series A to build AI-driven operating system for deal makers. Mosaic is raising to scale across: 1 – Engineering & product (enhancing model capabilities and expanding into workflows across the investment lifecycle). 2 – Customer experience (training investors and bankers on purpose-built tech). 3 – Go-to-market (expanding across private equity, private credit, and investment banking teams). As part of the Series A, Mosaic is unveiling updates to its Board, with the following new members: Troy Pospisil, Founder & CEO of Ontra.ai, Ryan Shannon, Partner at Radical Ventures (former PE investor at TPG) and John Megrue, Vice Chairman of Radical (former CEO of Apax, and former Co-Chairman of Bridgewater), is joining as a strategic advisor to the CEO. ↗
WCG acquires The Contract Network. This acquisition extends WCG’s ClinSphere platform, an AI engine powering WCG’s clinical trial technology suite, including Trial IntelX™ for predictive trial design, site feasibility, and enrollment intelligence. By extending its existing AI capabilities in targeted areas, WCG aims to streamline some aspects of clinical research, without introducing new tools or processes for sites to manage independently. ↗
HQLAX secures strategic minority investment from Broadridge Financial Solutions in its Series C‑1 funding round. HQLAX is a provider of digital collateral mobility solutions. The investment will support HQLAX’s next phase of growth, including the evolution of its technology platform, collaboration with Broadridge’s Distributed Ledger Repo platform and a planned migration to the Canton Network. This partnership will leverage complementary capabilities to support regulated market use cases across the global securities finance and repo industry. As part of the transaction, representatives from Broadridge will join the HQLAX Board. ↗
Juniper Square acquires Sightglass to enhance AI capabilities for private markets investor relations. Sightglass is an AI-native due diligence questionnaire automation company. By integrating Sightglass’s agentic AI directly into the Juniper Square platform, GPs can now automate workflows, which helps reduce response times while ensuring accuracy. Key capabilities of Sightglass include: 1 – Automatic ingestion: The app ingests questionnaires in any format and automatically populates the questions inside the platform. 2- First-draft completion: AI generates a first draft from the firm’s knowledge base, enabling teams to start with a nearly complete response. 3 – Source modeling: Every answer includes page-level citations for verification. 4 – Cross-functional collaboration: The app supports real-time collaboration, allowing users to see teammates’ activity and eliminating the need for version control. 5 – Human-in-the-loop workflow: Designed for accountability, the system tracks every edit and approval through a full audit trail. ↗
AMAL rebrands to IQ-EQ in Australia and New Zealand. Following the acquisition announcement in April 2025 and the completion milestone in October 2025, when the business began operating as “AMAL, part of IQ-EQ”, the business will now operate solely under the IQ-EQ name across all client, colleague and market touchpoints. Day-to-day service delivery in the region will continue to be led by Nick Procter (Managing Director, Australia and New Zealand) and Tony Grant (Managing Director, IQ-EQ Trustees, Australia and New Zealand), who are part of the IQ-EQ Asia-Pacific senior leadership team led by Regional CEO, Sridhar Nagarajan. ↗
PARTNERSHIPS & INTEGRATIONS
Northern Trust and Saphyre expand collaboration to enhance the full account lifecycle for investment operations outsourcing clients. Saphyre is a fintech firm that leverages AI technology to digitize pre-trade data and activities across multiple counterparties. This enhanced partnership allows Northern Trust IOO clients to manage the full lifecycle of account events with transparency, control, and efficiency. A centralized workflow helps ensure data consistency across stakeholders, while strengthening operational governance and auditability for account changes and transitions. Automation and exception management reduce manual effort and operational risk, while quick execution of time sensitive events supports improved client service outcomes. ↗
Green Project Technologies partners with World Wide Generation and the launch of the EESG Accelerator Bundle on The G17Eco Platform for companies in Singapore. The bundle enables companies to leverage sustainability performance to win clients, succeed in tenders and RFPs, attract investors, and reduce costs. By integrating carbon accounting with EESG data management, organizations can report fast and start enjoying the benefits of sustainability immediately. The bundle includes Green Project’s Emissions Calculator, enabling organizations to: 1 – Measure Scope 1, 2 and 3 emissions, 2 – Gain access to an integrated dashboard & analytics, 3 – Automate data ingestion via integrations and direct utilities sync, 4 – Maintain audit-ready carbon inventories & easily access reporting outputs, 5 – Access a library of international, local and custom emission factor databases. ↗
Intapp and DCM Insights expand Activator partnership, adding Intapp Celeste agents to accelerate business development for financial services firms. Building on an earlier research sponsorship and the integration of DCMi’s Activator research into Intapp DealCloud, the two firms are expanding their collaboration to address a challenge facing partners: turning new business development behaviors into durable habits—through Activator playbooks delivered by Intapp Celeste. Together, DCMi’s Activator research informs the behaviors that drive growth, and Intapp Celeste scales those behaviors through Activator playbooks built directly into the platform. ↗
Google DeepMind joins forces with Bain & Company to accelerate AI-driven transformation and help industries adopt frontier technology at scale. This collaboration allows for partners to work directly with Google DeepMind’s technical talent. These partnerships include three pillars: 1 – Enabling scaled, industry-specific AI capabilities: Google DeepMind will collaborate on customer use cases, supporting the development of scaled, industry-specific AI solutions. 2 – Early access to frontier models: Partners will receive early access to Google DeepMind’s frontier models, including the Gemini family. 3 – Access to AI leadership: Connecting Google DeepMind’s leadership with customer CEOs and boards, helping them navigate the future of frontier AI research and development. ↗
Northern Trust enters into agreement with Digital Asset Holdings to support the development of custody capabilities for tokenized financial assets. The Canton Network is a public blockchain designed for regulated financial market participants, with a focus on privacy, compliance, and interoperability. As part of this agreement, Northern Trust will integrate with Canton Network’s infrastructure to develop and deploy applications that bridge digital and traditional markets, supporting custody and asset servicing workflows for network participants. Northern Trust will utilize its digital assets platform to support custody and asset servicing for tokenized assets issued or transacted on the network. ↗
Sweep and CFGI form strategic partnership to help navigate sustainability reporting. This strategic partnership combines Sweep’s sustainability intelligence platform with CFGI’s finance, accounting, and ESG experience, to combine for effective decision making and regulatory compliance. The partnership brings together Sweep’s technology platform for sustainability data management with CFGI’s technical accounting, internal controls, regulatory compliance, and ESG program management. CFGI brings end-to-end sustainability capabilities, supporting clients across the full ESG lifecycle. ↗
Lighthouse Investment Partners modernizes technology infrastructure with SS&C’s Managed IT Services. This integration delivers a unified operating model to support the global workforce while simplifying technology management and strengthening security. As part of the program, Lighthouse migrated key infrastructure components to SS&C’s private cloud platform and implemented a globally distributed desktop environment. The infrastructure modernization program was implemented in phases during 2025 and early 2026. Lighthouse continues to manage its technology strategy, governance and vendor oversight while leveraging SS&C’s managed services infrastructure. The firm also uses SS&C GlobeOp to support fund administration, middle- and back-office operations, investor services and regulatory reporting across its platform. ↗
NEW CLIENTS
Northern Trust selected by Sacramento County Employees’ Retirement System for asset servicing. Northern Trust will provide a range of asset servicing and outsourced solutions, including global custody, securities lending, and accounting services. As part of the engagement, Northern Trust will deliver integrated financial reporting and accounting services designed to streamline quarterly reporting and year‑end processes, including Annual Comprehensive Financial Report production. ↗
Aldrich Wealth leverages Canoe to automate and streamline alts operations. Aldrich Wealth is an SEC-registered investment advisory firm with over $7B in AUM. The firm takes an integrated approach to financial planning, investment management, and tax services, serving private wealth clients as well as organizations through corporate retirement plan consulting, fiduciary governance, and 401(k) advisory services. ↗
OFFICE & PERSONNEL
AlphaSense appoints Samantha Greenberg as Chief Financial Officer. Greenberg brings over 25 years of experience in financial and strategic leadership, scaling businesses in technology, asset management, and investing across the tech landscape at investment firms. Reporting to AlphaSense CEO and Founder, Jack Kokko, Greenberg is responsible for leading AlphaSense’s capital markets strategy, financial operations, and investor engagement, while strengthening AlphaSense’s financial infrastructure. Greenberg most recently served as CFO of ID.me and previously as CFO of Mint House. Earlier in her career, Greenberg held leadership and portfolio management roles at Citadel, Goldman Sachs, and Paulson & Co. She also founded investment management firm Margate Capital Management LP. ↗
Max Weichel joins Stableton as Co-Head of Investments, as the firm expands into the US. Until recently, Weichel was Director, NAV Lending & Secondaries at Felicitas Global Partners. He also spent time as Vice President, Investment Banking – Private Capital Advisory at Brant Street Capital. ↗
Titanbay appoints Adrian Nösberger to Swiss Advisory Board. Nösberger is currently President of the Association of Foreign Banks in Switzerland and has led Schroder & Co Bank AG as CEO since 2013. ↗
Mo Hsiao joins Raylu as its first Product Designer. Hsiao brings prior experience designing fintech and AI products that simplify workflows. At Raylu, he’ll be enhancing the product experience by building AI-powered investment tools and CRM products that streamline how VC and PE firms operate. ↗
S&P Global strengthens India presence with new hub in Gurugram. The new Downtown office will house more than 3,500 employees in a hybrid work model across technology, data, operations, and customer success functions. The new hub represents S&P Global’s growth strategy in India, with more than 16,000 S&P Global colleagues now based in the country. ↗
Maurice L. Crescenzi, Jr. joins Verdian Insights as President, overseeing the Ethics and Compliance Initiative and Compliance Week, effective May 1. Until recently, Crescenzi was an Industry Practice Leader at Moody’s Corporation. ↗
SimCorp appoints Neslihan Yegul to Lead UK & Northern Europe as Senior Managing Director of the region. Yegul has more than two decades’ experience in scaling global SaaS businesses, driving digital transformation and accelerating revenue growth in capital markets. She will report to Chief Revenue Officer Oliver Johnson effective April 20. Most recently, Yegul was at S&P Global, where she served as Vice President, Head of Enterprise Data Management, and before that, was Vice President and Head of Commercial Strategy in EMEA, as well as Executive Director and Head of Client Management. ↗
Addepar establishes Singapore as Asia-Pacific hub. Located in Singapore’s financial and technology district at Marina Bay Financial Centre, the new office enables the company to enhance client support, expand its regional footprint, and continue building products tailored to the needs of APAC investment professionals. ↗
VENDOR RESEARCH & WHITEPAPERS
Intelligo has a new blog, “When Novelty Becomes an Asset Class: A Signal of How Alternative Investing is Evolving”. In this blog, Intelligo states that alternative investing has long gone beyond traditional stocks, bonds, and commodities, but a recent development highlights just how far it has come. Luxus, a wealth-tech firm backed by Christie’s, launched two hedge funds dedicated entirely to Hermès Birkin and Kelly bags, treating these luxury handbags as investment-grade assets. At first glance, a hedge fund built on handbags might seem like a novelty. But these funds reflect a shift in alternative investing, as investors look outside traditional markets and structured investment vehicles move into niche areas. ↗
Grata has a new blog, “Middle Market Private Equity: What It Is, How It Works, and Top Firms”. In this blog, Grata explains why it feels that for investors, the combination of operational leverage, proprietary sourcing, and a universe of targets makes middle market PE one of the most active and competitive corners of the private equity industry. ↗
AWARDS
FactSet wins the Asian Private Banker’s 2025 Technology awards for Best Market Data Solution and Highly Commended Front Office Solutions. ↗
iCapital recognized at Asian Private Banker Technology Awards as Best Alternatives Technology Platform and Best Wealth Tech Platform. ↗
Clearwater Analytics recognized by the Alternative Credit Investor Awards as AI Solution of the Year. ↗
Oxane Partners awarded Portfolio Management Solution of the Year at the International Investor Awards 2026. ↗
