WEEKLY NEWS – WEEK OF 1/12/2026

NEW & UPDATED PRODUCTS

LSEG launches Digital Settlement House. Digital Settlement House is an open-access platform which enables instantaneous settlement between independent payment networks, both on and off chain. Through commercial bank deposits held on the DiSH ledger (DiSH Cash), the service will enable the 24/7 movement of commercial bank money in multiple currencies and jurisdictions, PVP and DVP, providing a real cash leg for FX and digital asset transactions and settlements. With LSEG DiSH, market participants will be able to conduct PvP or DvP and settlements using any asset, orchestrating payments on any connected network, digital and traditional. DiSH Cash, LSEG DiSH’s ledger enabled commercial bank money solution, will operate accounts at commercial banks, providing members with instant ownership of a commercial bank deposit at any bank within the LSEG DiSH network, and a mechanism for the 24/7 movement of commercial bank money. LSEG DiSH can facilitate settlement on its own ledger, or act as notary to facilitate settlement in other networks and assets. By using LSEG DiSH, users can unlock trapped assets, enabling instantaneous use of cash, securities and digital assets 24/7. They will also be able to optimise liquidity through new tools that enable intraday borrowing and lending to better manage assets and obligations. The service also enables users to reduce settlement risk through reduced settlement timelines, synchronised settlement, and increased collateral availability. ↗

Daloopa opens beta access for Scout, its AI Excel agent. Scout enables analysts to: 1 – Build new models from scratch, 2 – Populate existing models with historical data, 3 – Create industry model benchmarks. ↗

Dasseti introduces Dasseti Knowledge Base. Now users can ask a question and instantly search across their entire content universe for Q&A, files, requests, all in one place. Features of Dasseti Knoweledge Base include: 1 – Verbatim or generative results, 2 – Filter by product, folder, review status, 3 – Connect SharePoint or Google Drive, 4 – Chat to refine, summarize or formalize quickly. ↗

SS&C launches Asian Service Desk, which connects European fund managers to investors across 15+ APAC markets via local SS&C hubs in Hong Kong, Japan and Singapore. With teams based in Hong Kong and Japan, SS&C users now benefit from fast response times and are not reliant on European teams. ↗

LSEG launches Trade Surveillance. Trade Surveillance is designed to assist market participants in identifying and investigating potential market abuse and financial crime. Trade Surveillance is now live with two solutions, servicing MiFID and FX. Trade Surveillance provides clients with alerts on their private trade data, alongside contextual public market data, reference data and news to facilitate cross-venue alerts that are designed to help reduce false positives, as well as behavioral anomaly detection capabilities that provide insights into trading behaviour. Trade Surveillance for MiFID is a multi-market, multi-asset solution for market participants that trade MiFID instruments. It utilizes the same datasets used by UK and EU regulators for market abuse detection. The solution delivers cross-venue, cross-product alerting, enabled by LSEG’s consolidated European orderbook. For users of LSEG’s Regulatory Reporting Solutions ARM, the service is completely plug and play, with no technical build or data integrity work required. Trade Surveillance for FX provides a solution for spot FX participants on the LSEG FX Dealing, Advanced Dealing and Matching platforms, as well as those trading on third-party venues captured by LSEG’s Trade Notification network. Available through a secure web-based GUI with zero integration required, the FX solution also includes the ability for users to view their private trade data against the public Spot Matching orderbook. ↗

Palico introduces buy offers for LP-led secondaries. This feature allows institutional buyers to take control of deal sourcing by publishing targeted investment interests for private fund positions directly on Palico. This new capability reimagines traditional secondary workflows by reversing the initiation model, enabling buyers to signal their intent and drive engagement with prospective sellers. With Palico’s latest update to Buy Offers, buyers can now publish fund criteria directly within the marketplace, from fund characteristics to indicative pricing, all while remaining anonymous. When seller expectations align, a match is created, and the full transaction can be completed digitally within Palico’s environment. With Buy Offers, buyers can now: 1 – Specify targeted fund characteristics and indicative pricing, 2 – Receive inbound interest from sellers that match their mandate, 3 – Transact within Palico’s digital workflow. ↗

FIS launches new offering enabling banks to lead and scale in agentic commerce. Through collaboration with global payment networks, AI-initiated transactions are executed within existing authorization, authentication and dispute frameworks trusted by banks, merchants and consumers worldwide. As agentic payment transactions accelerate, this new offering empowers FIS’ bank clients to remain central to this new method of commerce by providing technologies that help banks identify and authorize agent-initiated transactions and support related compliance efforts. This will allow FIS’ banking clients to institute fraud protections on behalf of consumers. Expected to be available by the end of Q1 2026 to all FIS issuing bank clients, this offering is designed to allow issuers to use relevant know your agent data and card details securely. It is also designed to enable issuers to benefit from: 1 – fewer chargebacks, 2 – merchants to benefit from high transaction approval rates and few false declines, 3 – and consumers to benefit from enhanced fraud protection and seamless experiences across traditional and agentic AI purchasing. Visa and Mastercard are the strategic partners in this launch, with Visa Intelligent Commerce and Mastercard enabling AI agents to initiate and conduct transactions across their networks. ↗

Salesforce introduces new Slackbot AI agent. Salesforce has launched an entirely rebuilt version of Slackbot, the company’s workplace assistant, transforming it from a notification tool into a fully powered AI agent capable of searching enterprise data, drafting documents, and taking action on behalf of employees. The new Slackbot runs on Claude, Anthropic’s large language model. ↗

Morningstar launches the Morningstar PitchBook GenAI 20 Index. This benchmark is designed to deliver exposure to pure-play GenAI companies, tracking eligible names throughout their entire lifecycle as they transition from private markets through public listing. The index tracks companies continuously across the private-to-public lifecycle. By preserving continuity of exposure, it provides a consistent framework for measuring, comparing, and analyzing GenAI leadership as the market evolves. ↗

Attio unveils new platform updates. These new features are: 1 – Emails on Deals and Custom Objects: Emails are now available across all record types, including Deals and Custom Objects, so users can track conversations in any context. Plus, users can configure multiple tabs per object to organize communication their way. 2 – Associated notes in meetings: Attio has added a notes section to meeting cards, so users can see linked notes at a glance, whether reviewing an upcoming call or browsing past activity. 3 – New Apps: Productboard and JustCall: Productboard – Send user insights from Attio straight into Productboard to turn real conversations into actionable product decisions. JustCall: Connect your business phone to Attio and automatically capture every call, text, voicemail, and AI insight. ↗

Owlin releases new product updates, with enhanced Owlin Monitoring. With Ownlin’s latest enhancements to Owlin Monitoring, users can get a unified overview of all sources, powered by multi-source monitoring that brings everything together in one place. The new Risk Prioritization Monitor instantly ranks your portfolio by risk score. High-risk companies automatically surface at the top of your feed, highlighting companies (and related events) with surging risk to enable fast decision-making. Users can now: 1 – See the highest-risk entities and events the moment you log in, 2 – Quickly identify which companies require immediate attention, 3 – Check a one-liner summary about a company that helps you understand what’s driving the risk score. The next new feature is Event Timeline. Owlin now automatically groups related alerts into single events. Each event is scored by severity, and extracts the relevant facts with narrative summaries. The platform also monitors how events develop and updates events when there are key developments. Lastly, Owlin has added the Owlin OmniSignal functionality. With this, users can now monitor all critical risk sources at once, including: Adverse Media, Sanctions, Watchlists, PEPs and SOEs. ↗

S&P Global unveils latest S&P Capital IQ Pro release. New features include: 1 – Fixed Income Ownership: See who holds fixed income securities with quarterly data. 2 – Enhanced CDS Coverage: Access expanded CDS pricing, analytics, and index tracking. 3 – Similar Securities: Instantly find comparable S&P-rated bonds for analysis. ↗

Sweep unveils new product updates. These recent platform enhancements are: 1 – Multi-level approval controls, 2 – Track supplier climate commitments with Sweep’s SBTi integration, 3 – Get a view of supplier’s performance ESG data in supply chain. ↗

DEAL ACTIVITY

S&P Global completes sale of EDM and thinkFolio businesses to STG. The financial terms of the purchase deals have not been disclosed. STG has purchased the platform for its portfolio company Gresham, a data automation and reconciliation solutions provider for financial services firms. Gresham Technologies was acquired by STG in 2024 and merged with fellow STG portfolio company Alveo, a cloud-based data management, analytics, and Data-as-a-Service provider. The EDM team will transfer to Gresham through the acquisition, including current managing director Neil Robertson, who has been involved in the business through various leadership capacities since 2012. STG has also bought the thinkFolio business first acquired by S&P Global through its $44 billion all-stock acquisition of IHS Markit in February 2022. ↗

FIS completes strategic acquisition of Global Payments’ Issuer Solutions Business and sale of Worldpay Stake. This acquisition has an enterprise value of $13.5 billion, or a net purchase price of $12 billion including $1.5 billion of net present value of tax assets. Offerings from this asset will now go to market under the FIS Total Issuing Solutions portfolio brand. FIS also completed the sale of its remaining minority stake in Worldpay to Global Payments. ↗

PARTNERSHIPS & INTEGRATIONS

Blueflame AI introduces new AI integration with Datasite’s Virtual Data Rooms. This integration brings Datasite’s VDRs and projects into Blueflame AI’s platform automatically and in real time, making the content immediately available for AI-powered analysis. This enables investment professionals to access and analyze data rooms without the traditional download-upload scenario. When Datasite is connected to a Blueflame account, the integration syncs permissioned projects and content to Blueflame AI. Key capabilities and benefits include: 1 – AI-powered deal intelligence: Search, query, monitor, and analyze diligence materials without rebuilding deal context or manually stitching information together. 2 – No manual downloads or uploads: When granted download permissions to a Datasite VDR, the content automatically flows into the Blueflame Files area and maintains the existing project folder structure. This eliminates the need to download and upload VDR documents. 3 – Automatic updates: VDR content in Blueflame AI updates as new documents are added to the VDR in Datasite. Data is generally refreshed every 15-30 minutes. 4 – Inclusive of all Datasite project types: The integration syncs all the user’s permissioned projects and content directly to Blueflame AI (including Prepare, Diligence, Acquire, Archive, Pipeline, and Outreach). This integration supports common workflows across diligence, execution, and post-close analysis. ↗

Juniper Square integrates Nasdaq eVestment to enhance transparency and institutional access for private markets IR teams. This next phase of Juniper Square’s strategic partnership with Nasdaq, embeds Nasdaq’s institutional investor intelligence platform eVestment directly into Juniper Square’s AI CRM for Investor Relations. Investor relations teams using Juniper Square’s AI CRM will gain real-time access to Nasdaq eVestment data within the tools they use every day without any need for API development or manual data work. This will help with eliminating manual work, reducing data fragmentation, and unlocking the intelligence firms need to raise and retain capital efficiently. Beginning Summer 2026, IR teams using Juniper Square’s AI CRM will unlock: 1 – Connected Global Search: Discover new institutional investors and consultants across the Nasdaq eVestment dataset—all from within Juniper Square’s AI CRM. 2 – Auto-Updated Contacts: When key contacts change firms or relationships, their information is automatically flagged for update in the CRM—no manual work required. 3 – AI-Driven Profile Syncing: Juniper Square’s matching engine ensures contacts are unified across platforms, eliminating the need to manually reconcile LP and consultant names. Existing Nasdaq eVestment users can link their data at nominal cost, while Juniper Square AI CRM customers can add this capability directly by talking to their Juniper Square account team. ↗

Fundra now integrates with Granola to bring board meeting notes directly into Fundra. Features of this integration include: 1 – Board meeting notes synced from Granola into the relevant company, 2 – Full context preserved from Granola, including attendees, enhanced notes, and meeting transcripts, 3 – Use board context to generate LP updates, summarize portfolio performance, identify risks, and track action items over time. ↗

Manus collaborates with Similarweb to give AI agents digital marketing insight. Manus is an autonomous AI agent platform that helps users delegate and execute complex digital tasks end-to-end. This integration gives the Manus AI agent access to Similarweb data on web traffic and engagement, allowing Manus users to put the agent to work on data-driven digital marketing analysis and optimization. The Similarweb integration with Manus, available today, allows Manus users to assign agents work that involves creating marketing plans or assessing a company’s competitive position. Manus AI customers will be able to explore global web data from the Similarweb platform, including visits and unique visitors per month, and digital marketing channels. In addition, joint users gain access to expanded data from their Similarweb account, including detailed segmentation and geographic breakdowns for web traffic data, as well as data on SEO, ecommerce marketplaces, apps, search, and GenAI brand visibility. ↗

Position Green partners with Basico to guide CFOs on systems and processes for ESG management. Basico is a Danish consultancy specializing in finance teams and operational infrastructure. The partnership aims to provide a complete solution for companies, enabling them to treat sustainability data with the same control as financial data. ↗

Arcesium and Adroit are now integrated. The companies have established bilateral connectivity for their first mutual client, who actively trade across cash bonds, FX, and both listed and OTC derivatives. Adroit is powering trading and trading-adjacent workflows for levered and long-only managers active in non-listed markets, while Arcesium is extending the value chain with post-trade, middle-, and back-office capabilities. ↗

Attio forms new integrations with Quo and Hyperline. Quo connects your business phone to Attio and keeps calls, texts, and customer data in sync. Hyperline manages quotes, subscriptions, and billing directly from Attio. ↗

Fifty-five, a data consulting firm, partners with Sweep to offer enhanced ESG consulting. Fifty-five is now leveraging Sweep’s platform for managing sustainability data to help companies with their ESG reporting and performance. ↗

Bernstein is now available in S&P Global’s Aftermarket Research Collection. Launched in 2024 by AllianceBernstein and Societe Generale, Bernstein is a joint venture that offers research on over 1000 companies across North America, Europe, Asia and the Middle East. ↗

NEW CLIENTS

Falfurrias Management Partners selects Chronograph to power its portfolio monitoring capabilities. By integrating Chronograph, Falfurrias will bring automation to data collection, reporting, and valuations processes. ↗

73 Strings welcomes Groupe Bruxelles Lambert as a new client. Headquartered in Brussels, GBL is an investment holding company focused on direct private investments and listed assets. Through partnering with 73 Strings, GBL will support portfolio monitoring and valuations across a diversified mix of direct private and public assets. ↗

Uncork Capital is now leveraging Carta for fund administration and fund forecasting across its funds. Uncork Capital is a San Francisco-based venture capital firm that helps founders build companies from the earliest stages. Carta will help Uncork streamline operations. ↗

OFFICE & PERSONNEL

iCapital appoints Gary Gallagher as President. Gallagher will report to Lawrence Calcano, Chairman and CEO. As a key member of the executive management team, Gallagher will help lead the company’s go to market activities —overseeing client relationships, driving investment product distribution, and scaling platform and technology initiatives across the US. Gallagher has over three decades of experience in building and scaling financial advisory businesses. He served on the executive team at Fidelity Institutional, most recently as Head of Strategic Business Development, where he forged partnerships with private equity firms, wealth tech providers, asset managers, and industry influencers to drive revenue growth. Gallagher oversaw investment platforms and advisory solutions spanning managed accounts, alternative investments, digital assets, portfolio engineering, and research. Previously, he was President of Fidelity Institutional Wealth Advisor, enabling advisory capabilities for intermediary clients, and held senior leadership roles in product, platform, and business development at LPL Financial, Citibank, and KPMG. ↗

Alexandra London joins G2 as Chief Marketing Officer. As CMO, London will focus on identifying areas for growth and differentiation in G2’s marketing plan and will lead the answer engine optimization strategies for G2 and its users. Most recently, as Head of Digital at Zoom, London led performance marketing and experimentation across its global user base. Before Zoom, London spent over eight years at Expedia Group, where she helped lead brand strategy and growth across performance marketing and customer acquisition. ↗

RepRisk appoints Mikko Katila as Chief Revenue Officer and Rebecca Bleasdale as Chief Marketing Officer. Katila joins as CRO, heading the Client Growth Division. His responsibilities include Key Account Management, Sales, Partnerships, and Executive Engagement. Katila has over 20 years of experience accelerating growth in global DaaS and SaaS environments. Prior roles include Chief Sales Officer at Valona Intelligence, Vice President of EMEA Sales at Revionics, and Global Head of Sales for SAS Institute’s Retail business unit. Bleasdale has been appointed CMO, leading the Client Experience division with oversight of Commercial Operations and Marketing & Communications. She joined RepRisk in October 2024 and has already advanced brand-building efforts, including thought leadership and lead generation initiatives that support the company’s growth trajectory. Bleasdale’s previous positions encompass Group Senior Vice President for Communications at Akkodis (Adecco Group), Group Vice President for External Communications at Hitachi Energy, and Head of Global Communications at Pöyry (later AFRY). ↗

SEI appoints Paul Lehman to lead Bank Asset Management Distribution. n this new role, Lehman, who will report to Michael Lane, Head of SEI’s Asset Management business, will lead SEI’s bank asset management distribution strategy, overseeing investment sales and partnership development across national, regional, and community banks, affiliated wealth organizations, and independent trust companies. Lehman will be responsible for enhancing SEI’s relationships with existing bank clients as well as expanding delivery of asset management capabilities to new bank and affiliated wealth clients. He will also work closely with leaders within investment product development and across the enterprise to deliver coordinated investment solutions aligned with banks’ evolving business models and regulatory structures. Lehman joins SEI with more than 30 years of experience leading and advising bank trust and wealth organizations. Most recently, he served as Head of the Bank Trust Group at Dimensional Fund Advisors, where he led a national team supporting bank and trust company partners. Earlier in his career, Lehman held senior leadership roles at First Citizens Bank, where he served as Chief Investment Officer and Head of Capital Management. ↗

LSEG appoints Chris Coleman as Group Head of Sales and Account Management. Coleman joined the company on January 12 2026, reporting to David Schwimmer. In this role, Coleman will lead LSEG’s global SAM team, focusing on driving revenue growth and strengthening customer partnerships. He will oversee go-to-market strategy, sales execution, and alignment with product leaders to ensure LSEG’s solutions meet evolving customer needs and market opportunities. Coleman will also serve as a member of LSEG’s Executive Committee. Based in Boston, Coleman brings over 30 years’ experience in Sales and Relationship Management. He joins LSEG from State Street where he was most recently Executive Vice President, Head of Global Client Coverage. He has also held roles at Investors Bank & Trust and Thomson Reuters. ↗

GF Data unveils recent promotions across the company. Robert Dunn has been promoted to Chief Product Officer at Association for Corporate Growth, where he will continue leading product strategy and platform development. Additionally, Ryan C. Meyers has been promoted to Managing Director and Ryan McCann has been promoted to Senior Middle-Market Analyst. ↗

Govin welcomes Xander Benjamins to the US team. Located in Chicago, Benjamins brings prior experience in the TCSP sector and will be driving everything in the US region as Govin’s Head of Commercial Operations, North America. ↗

Alto expands business development leadership to support growing enterprise and institutional demand for private markets access. Evan Deussing has joined Alto as SVP of Revenue, where he will lead its business development team through its growth with investors, issuers and advisors. Ari Koban joins Alto as Vice President of Enterprise Partnerships, focusing on helping enterprises offer their clients meaningful private markets exposure. ↗

Michael Suh is now the Head of Banking & Credit GTM at Mosaic. Suh has been with Mosaic for the last year. Most recently he held the role of GTM – Private Equity. ↗

Arcesium opens Hong Kong office. Arcesium’s Hong Kong office will support its existing client base of institutional asset managers, hedge funds, banks, and private markets firms operating across the Asia-Pacific region, while also providing technology and services for new launches and regional expansions. ↗

VENDOR RESEARCH & WHITEPAPERS

Sonata One has a new blog, “6 Reasons why investor onboarding matters more than ever”. Sonata One states, “In 2026, onboarding is no longer a compliance formality. Instead, it drives how quickly capital is raised and how seamlessly investors are supported across the fund lifecycle.” In this blog, Sonata One provides six reasons why this “first mile” matters more than ever. ↗