NEW & UPDATED PRODUCTS
CENTRL launches CentrlX, a new platform for automating manager research and investor relations workflows. The CentrlX platform has been purpose-built for Manager Research and Investor Relations teams. CentrlX enables teams to create, run, and govern AI agents that work across approved data sources, perform analysis, and generate deliverables such as meeting briefs, reports, presentations, comparison tables, and investor communications. ↗
ValueWorks introduces ValueSight, a new agentic AI Finance & Decision platform. What does ValueSight do?: 1 – Management reports and board decks by prompt, 2 – Circle of Advisors: role specific AI agents for CFO, CEO, CTO and CRO, 3 – Variance and root cause analysis, 4 – Monte Carlo forecasts that auto update with live data, 5 – Scenario and what if simulations, 6 – Value Creation Diagnostics with 25 structured levers across revenue, cost and working capital. ↗
CWAN unveils new factor risk capabilities for hedge funds and asset managers. CWAN has launched two new products: Factor Risk Lens for portfolio managers and traders, and Factor Analytics for CIOs and risk leaders. Factor Risk Lens brings factor risk analysis directly into Enfusion by Clearwater. Portfolio managers can model potential trades, evaluate their impact on portfolio exposures, and understand the factors driving performance. The solution includes: 1 -n Pre-trade factor risk analysis, allowing portfolio managers to evaluate the risk implications of portfolio changes before execution. 2 – Post-trade factor-based attribution, performance decomposition, and stress testing, which will provide insight into the factors that contributed to portfolio performance and how exposures changed over time. For asset managers, Factor Analytics provides CIOs and risk teams with an updated view of portfolio risk through an interface built directly into Clearwater. ↗
Nasdaq Verafin expands agentic AI workforce, enhancing how financial institutions fight financial crime. Nasdaq has launched the Agentic AML Analyst and the Agentic Fraud Analyst. Additionally, Nasdaq planned enhancements to its existing Agentic AI Workforce include alert auto-dispositioning capabilities, consortium insights, and a deployment model that can extend the workforce to overlay across third-party systems. These additions will change how financial institutions fight financial crime, enabling quixk alert triage, reduced false positive volume, and access to consortium-powered detection across anti-money laundering and fraud functions. The Agentic AML Analyst will automate the triage of AML alerts. At launch, the Agentic AML Analyst will focus on cash structuring alerts, helping identify when large sums of money have been intentionally broken into smaller deposits to avoid triggering institutional thresholds and evade regulatory reporting. The Agentic Fraud Analyst will launch with the ability to triage alerts for unusual ACH activity within a financial institution. Over time, the Agentic Fraud Analyst will be given new skillsets required to work fraud alert types across additional payment channels and online account takeover activity. ↗
Tracxn launches new Limited Partners database. Here’s what the new LP database lets users do: 1 – Assets Under Management – With AUM users can gauge the size of a LP and whether they are the right fit for a fund’s raise size. 2 – Internal Rate of Return – Understand how a LP has performed historically so users can assess their track record before a conversation. 3 – Asset Classes of Investment – See what a LP invests in across Fixed Income, Private Equity, Real Estate, Infrastructure, Hedge Funds, and more, along with how much they allocate to each asset class. 4 – Geographic Investment Focus – Identify which regions a LP actively deploys capital in so users can prioritize outreach to those aligned with the fund’s geography. ↗
Juniper Square introduces Headless GPX. Headless GPX makes every capability in GPX, its fund operating system for the private markets, accessible to Claude, Microsoft Copilot, ChatGPT, and any MCP-compatible client. Coverage spans the full fund stack: fundraising, investor relations, fund accounting, general ledgers, payments, compliance, and more. With Headless GPX, agents inherit the connections between every fund, asset, investor, prospect, and position, and work through a tool surface built for the full set of private markets workflows. Headless GPX is also the controls gateway to the GP’s fund operating system. ↗
Qapita unveils ESOP 2.0: an enhanced way to structure employee ownership via a Special Purpose Vehicle within a share plan. Built specifically for venture-backed companies with an entity in Singapore, ESOP 2.0 is designed to help startups reduce administrative complexity, optimize future tax benefits and build cap tables from day one. An improved version of the traditional ESOP structure, the Employee SPV has a direct stake in the company, while the ESOP pool is distributed among the participants within the Employee SPV. Structuring an ESOP under an SPV provides advantages, particularly for early-stage and growth-stage companies managing equity and investor relations during due diligence and fundraising rounds: 1 – Employees can hold shares of the SPV but their individual names would not be present on the cap table, which come in handy during fundraising. 2 – SPVs result in clean documentation and accurate data, making it easy to manage audits, board reviews, future fundraising rounds and potential liquidity events. 3 – ESOP compensation structure increases visibility on employee ownership amongst your workforce and stakeholders, all while consolidating shareholder names in a single SPV entity. This structure provides a right for employees to easily exercise their stock options, allowing them to become shareholders of the SPV. ↗
AssetMetrix releases new updates across three core sections of the LP Analytics suite: Benchmarking, Risk, and Forecasting. Additionally, the Portfolio Planner has been extended with new secondary transaction capabilities and usability enhancements for fund analysis. These enhancements are: 1 – The Benchmarking section has been completely revamped with a new navigation setup and an updated design to help users find important information quickly. 2 – The Risk section now includes two new risk measures: Expected Shortfall captures the average loss in the worst-case scenarios beyond the VaR threshold, giving a complete picture of tail-risk exposure. Cash Flow at Risk quantifies the potential shortfall in projected cash flows under adverse conditions. Both new KPIs are supported by full sub-component analysis. Risk can be broken down and examined across any combination of investments, strategies, regions, and vintages, making it possible to identify exactly where concentration is building rather than observing it only at the aggregate level. 3 – The Forecasting section has been rebuilt around a brand new overview dashboard. The dashboard brings together KPI developments, portfolio characteristics, remaining investment lifetimes, projected cash flows, and macro environment indicators into a single view. Additionally, detailed value tables are now available on every sub-page within the Forecasting section. These tables provide period-by-period projections for contributions, distributions, and net asset values. ↗
Nasdaq launches the Nasdaq Economic Institute – a new research platform that will provide independent analysis on the forces shaping global capital markets and the financial system. The Institute aims to inform and shape decision-making while fostering dialogue among market participants, policymakers, and regulators through research, analysis and industry collaboration. Key areas of focus for the Nasdaq Institute include: 1 – Capital Formation: Exploring trends and solutions that enable companies to access public markets efficiently. 2 – Market Modernization: Advancing dialogue on technology-driven transformation and regulatory frameworks that enhance the liquidity, transparency, and integrity of markets globally. 3 – Financial Resiliency: Providing insights to bolster the financial system’s risk architecture amid global conditions and evolving paradigms. ↗
DEAL ACTIVITY
Lantern acquires Freyda creating end-to-end data assurance platform. With the acquisition of Freyda, Lantern now delivers an end-to-end solution for private markets data. Lantern can now extract data from portfolio company financials, board packs, distribution notices, LPAs, and quarterly statements for LPs and administrators. Lantern is also expanding its leadership team with Jef Rice, Chief Technology Officer, Jeff Williams, Chief Product Officer, and James Moore, Freyda co-founder. ↗
Following Bite Investment’s acquisition of Untap, the companies have launched Investor Pointe. Investor Pointe is a technology and services company built to unify how private markets firms operate, combining an integrated platform, specialist services, and solutions across the full lifecycle, from fund design and distribution to investor servicing and data optimization. Scott Hofmann is appointed as Chief Executive Officer to lead the company. Investor Pointe offers a portfolio of solutions, each combining platform modules and specialist services, including: 1 – Fund Design and Management: fund structures, jurisdictions, and economics, configured for product launches. 2 – Fundraising and Digital Onboarding: digital marketplaces, subscription workflows, and integrated KYC/AML for investors and jurisdictions. 3 – Distribution Enablement: Access, AI-assisted matching, and engagement insights across channels. 4 – Investor Engagement: branded servicing, communications, and reporting with one portal for every investor touchpoint. 5 – Portfolio Management: asset, fund, and investor performance tracking with connected reporting. 6 – AI-Driven Intelligence and Analytics: AI models, reporting engine, and analytics across investor, fund, and portfolio data. 7 – Agentic Data Optimization: a unified data layer that combines structured and unstructured sources into a single foundation. Each solution can be run by client teams, managed by Investor Pointe specialists, adjusted to fit client size, team capability, and operational model. Investor Pointe will announce leadership appointments, product updates and partnerships in the upcoming months. ↗
Salesforce signs definitive agreement to acquire m3ter. m3ter is a metering and rating platform purpose-built for consumption-based monetization. This acquisition will bring mediation, metering and rating capabilities to Agentforce Revenue Management, enabling enterprises to launch, track, scale, and bill with the flexible usage and pricing models needed for the AI era. The transaction is expected to close in the second quarter of Salesforce’s fiscal year 2027, subject to customary closing conditions. ↗
IQ-EQ completes acquisition of Zenith Global. This acquisition is now authorized by the Bank of Italy and the Italian Government’s foreign direct investment review board and gives IQ-EQ its first presence in Italy. Zenith Global is a provider of solutions for securitization and structured finance transactions in Italy. Starting today, Zenith will go to market as “Zenith Global, part of IQ-EQ”, marking the first step in its brand transition to IQ-EQ. Work will also commence towards a full rebrand of Zenith to IQ-EQ before the end of 2026. Zenith CEO Umberto Rasori will continue to lead Zenith and joins IQ-EQ’s EMEA senior leadership team as Managing Director for Italy. ↗
Accenture invests in AlphaSense and forms new collaboration to bring agentic workflows for market intelligence to enterprises. As part of this partnership, the two companies are helping organizations embed market intelligence into core agentic workflows, enabling data-driven decision-making. The companies will begin to integrate AlphaSense capabilities into client offerings. Terms of the investment were not disclosed. ↗
PARTNERSHIPS & INTEGRATIONS
AlphaSense forms integration with SS&C Intralinks to enhance deal workflows. This new collaboration allows mutual users to analyze data room materials alongside AlphaSense’s market intelligence, including expert transcripts, broker research, company documents, filings, news, and proprietary internal content. This integration is available to users today through the AlphaSense Enterprise Intelligence solution. Teams can preserve Intralinks permissions and document-level controls while using AlphaSense to surface risks, validate assumptions, identify diligence gaps, and generate cited outputs such as follow-up request lists, risk summaries, and investment committee materials. What can teams do with this new partnership? 1 – Connect data room content to AlphaSense, with folder structures, permissions, and document-level controls preserved. 2 – Pressure-test materials against expert transcripts, broker research, internal documents, and other sources. 3 – Use AlphaSense agents in a due diligence workspace to audit a VDR and flag gaps,, surface company and market-specific risks and insights, and generate cited outputs. 4 – Turn diligence findings into PowerPoint presentations without leaving AlphaSense. ↗
SUBSCRIBE and Envestnet establish strategic partnership to incorporate alternatives within unified managed accounts. This new collaboration will enable advisors to incorporate investments made via SUBSCRIBE’s alternative investments platform within Envestnet’s UMA and Tamarac platforms. Connecting SUBSCRIBE into advisor-traded sleeves will deliver an end-to-end workflow across portfolio construction, transactions, and post-trade reporting. The partnership will streamline the entire workflow from proposal-to-execution-to-reporting and give direct access to SUBSCRIBE’s Altscape marketplace of alternative funds. ↗
Hypercore forms integration with Arcesium for private credit lifecycle management. This integration creates an automated data flow from loan origination through servicing and lifecycle events into portfolio and fund-level workflows creating a unified platform. This partnership will help eliminate manual processes, improve data consistency, and enable funds to scale effectively. It enables loan-level data generated in Hypercore to become immediately available within Arcesium’s investment operations platform. This provides a structured data layer for improved Net Asset Value calculation and fund accounting, Limited Partner and investor reporting, reconciliation, and regulatory compliance. Hypercore serves as the loan operations platform, while Arcesium provides fund operations and data infrastructure. ↗
RFG Advisory expands advisor access to alternatives and structured investments through iCapital partnership. RFG Advisory will gain streamlined access to private equity, private credit, hedge funds, and structured investments through a connected experience designed to reduce complexity and operational friction. Embedded within ClickONE, the integration provides single sign-on access and unified visibility across investment solutions, helping Aadvisors spend less time navigating disconnected systems and more time serving clients. ↗
M&G extends relationship with SS&C to support platform operations. SS&C will now take on the operational management of the M&G Platform. M&G retains full ownership of its platform and responsibility for all strategic, regulatory and commercial decisions. Under the extended agreement, SS&C Global Investor & Distribution Solutions will manage operations for the M&G Platform, a distribution channel for M&G’s PruFund. As part of the agreement, around 200 M&G employees will transition to SS&C, subject to a consultation process. ↗
S&P Global partners with Cohere, a global sovereign AI provider for governments and regulated industries. This partnership brings S&P’s financial data directly into Cohere’s platform, North. With this integration, users can run on-premise workloads directly within North powered by Cohere’s AI models. ↗
NEW CLIENTS
Commerce Trust goes live on SS&C Advent’s Genesis platform. Commerce Trust is leveraging multiple SS&C Advent capabilities on the Genesis platform, including portfolio management, trading, and compliance across equity and fixed income portfolios. By operating these functions on a cloud-native data platform, the firm gains a connected view of its investment activities and enhanced efficiency across teams. ↗
Laub Capital goes live on Orca from Balentic. Laub Capital is a private markets investment manager focused on European non-performing loan portfolios acquired from banks and financial institutions. ↗
OFFICE & PERSONNEL
SEI names Sneha Shah as Chief AI Strategist, Michael Tryniszewski as Head of AI Orchestration, and William Coffey as Chief Data Officer. As Chief AI Strategist and Head of SEI Next, SEI’s innovation unit, Shah will lead the company’s enterprise AI strategy and external market voice, while guiding strategic decisions on how SEI builds, acquires, and partners to expand its portfolio. In his role as Head of AI Orchestration, Tryniszewski will lead how AI is operationalized across SEI, working across product, technology, operations, risk, compliance, and business units. Reporting to Shah, he will be responsible for moving AI from exploration to real-world impact by integrating it into how SEI works, makes decisions, and delivers value for clients. Coffey will lead SEI’s enterprise data strategy and oversee the development of a unified data and AI framework. Reporting to SEI’s Chief Technology Officer, Zach Womack, he will drive the activation of SEI’s data assets, including assessing market value, packaging data offerings, defining pricing models, and accelerating adoption, while ensuring governance and security foundations are in place. ↗
Andy Lujan promoted to Chief Financial Officer of Ontra. Lujan joined Ontra in December 2017 as the company’s only finance and administrative employee and has served most recently as SVP of Finance and Accounting. As CFO, Lujan will continue to lead Ontra’s Finance and Accounting organization and oversee all aspects of the company’s financial strategy, operations, reporting, and capital markets activity. ↗
AirFund welcomes Grégoire Jacoud as Chief Commercial Officer. Jacoud has over 20 years experience in wealth management, private banking and financial distribution. At AirFund, Jacoud will be responsible for accelerating AirFund’s commercial development in France and Europe. ↗
Max Weichel joins Stableton as Co-Head of Investments. At Stableton, Weichel is responsible for leading its US expansion plans. Until recently, Weichel was Director, NAV Lending & Secondaries at Felicitas Global Partners. ↗
SEI appoints Barry Frame as Head of International Private Banking and Wealth Management Services. Frame will be responsible for SEI’s international private banking and wealth management business, leading commercial strategy and sales execution, deepening ]client relationships and overseeing the delivery of SEI’s technology and operations services for wealth managers. Frame brings more than 20 years of experience in banking and wealth management technology and services, having held senior leadership roles at technology firms including Avaloq, where he served as Chief Commercial Officer. ↗
Benjamin Humphrey-Gaskin joins Chronograph as Client Development Director based in the UAE. Humphrey-Gaskin joins Chronograph from the Abu Dhabi Investment Council, where he served as Head of Investment Technology for nine years. ↗
IQ-EQ appoints Wyn James as its new Head of Asset Owners for Asia-Pacific. In his new role, James will lead and develop IQ-EQ’s Asset Owners business across APAC. Based in Singapore, he’ll focus on driving commercial growth while strengthening and delivering the regional go‑to‑market strategy. Prior to joining IQ‑EQ, Wyn held senior roles at MSCI/Burgiss, J.P. Morgan, RBC Capital Markets, Coutts and Merrill Lynch, where he developed over 30 years of experience working with family offices, SWFs, pension funds and other institutional asset owners. ↗
ROYC welcomes Jakob Pommer as Head of Structuring. Based in Switzerland, Pommer brings prior experience across private markets, structuring and transactions, while holding senior roles at Edmond de Rothschild Asset Management and Credit Suisse. ↗
Stavtar appoints Greg Westfall as Head of Strategic Accounts. Westfall joins Stavtar after nearly 16 years at Grant Thornton, where he held several senior leadership roles, including Chief Revenue Officer, Chief Growth Officer and National Managing Principal of the firm’s private equity practice. In his new role, Westfall will focus on developing strategic relationships with key clients and expanding engagement across accounts. He will also play a role in supporting geographic expansion and commercial initiatives. ↗
MSCI names Kashi Kakarla as Chief Technology Officer. MSCI has appointed Kashi Kakarla as Chief Technology Officer and Head of Product Engineering, effective June 22. He will report to Henry Fernandez, Chairman and Chief Executive Officer, and will serve on MSCI’s Management Committee. Kakarla joins from Intuit, where he spent 17 years building and enhancing products and platforms. Most recently, he led technology and engineering for the Intuit Small Business Platform. At MSCI, Kakarla will lead product technology and engineering across all product lines and client segments. ↗
VENDOR RESEARCH & WHITEPAPERS
Acuity Analytics has a new blog, “Rising product complexity fuelling investment compliance system migration – challenges and opportunities”. Acuity Analytics writes that investment compliance system migration has moved from a periodic IT project to a strategic priority for asset managers. This blog outlines the key challenges and planning considerations, and identifies the opportunities that a well-managed migration creates for compliance teams. ↗
Blue Margin has a new whitepaper, “AI Needs a Foundation Too”. Blue Margin states that every major software vendor is now selling the same promise: Point AI at your business, ask a question in plain English, and get a trusted answer back. Blue Margin feels that the promise is real, and the demos are honest about what AI can do but what the demos leave out is what it takes to get there. ↗ view less
AWARDS
FINBOURNE Technology named Best Data Management Solution at the 2026 Financial Technologies Forum Technology Innovation Awards. ↗
SimCorp awarded the Best Investment Book of Record Platform at the 2026 WatersTechnology.com Asia Awards. ↗
iCapital awarded for “Best Technology Partner to Wealth Managers and Asset Managers” at the Global Private Banking Innovations Awards 2026. ↗
Oxane Partners recognized as the Best Private Markets Operations Solution at the FTF News Technology Innovation Awards 2026. ↗
