NEW & UPDATED PRODUCTS
Filament Syfter rebrands to Deal Engine. Deal Engine helps firms source deals both on and off-market. The technology supports dealmakers to build conviction on a target while nurturing relationships and accelerating deal progression. Deal Engine is able to: 1 – Always-on monitoring across the firm’s universe including AI agents that surface relevant signals, movements, and opportunities automatically. 2 – Designed to integrate with existing CRMs, filesystems, data providers and all generic and private market-optimized LLM technologies, which increases the overall value of the firm’s data. 3 – Given Deal Engine’s verticalized tech stack for PE – it can be deployed into the PE firms tech stack in weeks, and empower a fully proprietary solution for each and every firm. 4 – Firms can name, brand, and position the platform as their own, and is often used by PE clients to market to their LPs and portfolio. Additionally, Deal Engine has opened a New York office and hired two senior sales leads in North America – Alex Bajdechi as Global VP of Sales and Steve Kolatec, Senior Sales Executive, North America – both with industry experience at firms such as Preqin, Intapp/DealCloud, Salesforce, and BlackRock. It is also investing in amplifying its product, research and development, marketing, and communications profile with paid media, print, video content development, webinars, and event sponsorships. ↗
LSEG introduces the LSEG MarketPsych NLP Engine, a new NLP-as-a-Service platform, that provides users with the ability to build smart AI models by structuring unstructured text with tagging. LSEG MarketPsych NLP Engine turns unstructured financial text into structured data – tagging entities, topics, events, sentiment, and emotion with accuracy. ↗
Entrilia launches new migration and offboarding tools that make moving from legacy systems efficient and reliable. Additionally, Entrilia is going AI-first – not “AI as a feature,” but AI embedded into workflows. Entrilia’s Agentic AI is a native intelligence layer embedded directly into Entrilia’s workflows. It was built to turn unstructured inputs into auditable outcomes. Entrilia is using AI to solve two jobs: 1 – Input – make data ingestion and reconciliation more efficient, 2 – Output – generate the right results fast and in a trustworthy way. ↗
CB Insights releases new predictive intelligence capabilities on its platform. These updates include: 1 – Company Watchlists, rebuilt for how strategy and deal teams work. Company Watchlists are now a shared workspace for analyzing portfolios, competitors, or any group created – not just tracking them. AI Insight Columns let users apply custom analysis across every company in a list. Dashboards, Strategy Maps, and Top News sit alongside each Watchlist. 2 – Alumni-founded companies – Company and university profiles now include ventures founded by alumni, showing where teams are building again. 3 – Company data and Mosaic expansion – Private-company coverage exceeds 11 million companies, a 10% expansion that deepens visibility into early-stage and hard-to-track firms. 4 – MCP integration: bring private-market context into AI workflows. ↗
Charles River Wealth expands capabilities supporting private assets within unified managed accounts. Through new enhancements to Charles River IMS, the offering aims to provide a streamlined and integrated solution with portfolio management capabilities across public and private assets within a single portfolio. The expanded solution is intended to address the administrative complexities and product delivery challenges for both enterprise wealth management firms and private asset managers. The enhanced capabilities are designed to offer systematic support for asset allocation handling, portfolio rebalancing, cash management, and trade sequencing activities associated with semi-liquid instruments and more traditional illiquid fund structures. ↗
LSEG unveils new Sanctioned Securities Data File, which is a dataset engineered to help financial institutions identify and manage securities with direct or indirect links to sanctioned entities. What do you get with Sanctioned Securities Data File: 1 – Optimized risk mitigation with coverage of securities linked – directly or indirectly – to sanctioned entities. 2 – Financial, instrument and sanctions data in a single feed to save time and minimize errors. 3 – Structured, data, with identifiers, World-Check categorization and keywords for filtering. 4 – Automate data maintenance with a pre-mapped feed that integrates into trade surveillance, portfolio monitoring, and screening systems. 5 – Seamless data integration into your existing compliance workflows for enhanced efficiency. 6 – Daily updates in alignment with sanctions designations. Key use cases of the Sanctioned Securities Data File: Ensure that no portfolio includes securities linked to sanctioned entities: 1 – Automate pre-trade screening to identify direct and indirect links to sanctioned entities. 2 – Pinpoint securities already held, that may become non-compliant as sanctions change. ↗
Standard Metrics upgrades its MCP. The new hosted MCP helps all the firms on Standard Metrics use their data in any MCP-compatible tool, regardless of technical ability. Prior to this update, Standard Metrics’ users connected with tools like Cursor and Claude. The new MCP also makes the credentials process easy and secure. Users no longer need to create API keys, save them in a secure location, and then bring them into a JSON config file to be able to use the MCP. Instead, they are now pre-authenticated through their Standard Metrics login. In summary, the enhanced Standard Metric hosted MCP server solves two problems that limited adoption of its first release last month. 1 – Setup now takes seconds instead of hours, 2 -authentication/credentials are handled automatically, improving accessibility and usability. ↗
iConnections launches new Mobile Feed. The new Mobile Feed for LPs brings a social-style experience, purpose-built for allocator workflows. Features include: 1 – Discover new funds automatically matched to your strategy, 2 – Scan small insights from member polls, reports and research, 3 – Have the ability to request meetings, save opportunities and stay connected. ↗
DEAL ACTIVITY
Globacap acquired by Apex Group. Apex Group has acquired Globacap for an undisclosed amount. By integrating Globacap’s technology, Apex Group enhances its capabilities in private market digitization and automation. This acquisition allows Apex Group to offer its clients an end-to-end digital solution for capital raising, secondary transactions, and investor management, streamlining complex processes and improving efficiency across the private markets ecosystem. ↗
Clearwater Analytics (CWAN) enters into definitive agreement to be acquired by Permira and Warburg Pincus, with participation from Temasek and support from Francisco Partners, in a transaction valued at $8.4 billion. The deal is expected to close in the first half of 2026, subject to shareholder and regulatory approvals, after which Clearwater Analytics will no longer be listed on the New York Stock Exchange. The Special Committee of the CWAN Board of Directors unanimously recommended this transaction and the CWAN Board of Directors subsequently approved this transaction. Under the terms of the agreement, CWAN stockholders will receive $24.55 per share in cash upon completion of the proposed transaction. CWAN will continue to operate as usual during the pendency of this transaction. ↗
JP Morgan acquires WealthOS to enhance pensions offering. WealthOS provides a Software-as-a-Service platform that enables firms to offer digital wealth management solutions. WealthOS’ technology will now be used to help power the wealth infrastructure stack within JPMC’s International Consumer Banking division. Moving forward, WealthOS’ team of 60 employees, located in the UK and Sri Lanka, will all join JP Morgan. The financial terms of the deal have not been disclosed. ↗
Nasdaq acquires Volos Portfolio Solution. With this acquisition, Volos brings capabilities and experience in options-based strategies to Nasdaq, which will accelerate growth in Nasdaq’s Quantitative Investment Solutions, including defined outcome, hedged equity, and income-generating strategies. By integrating Volos’ capabilities into Nasdaq’s Quantitative Investment Solutions, Nasdaq can enhance its offerings for banks, ETF issuers, and insurance companies in creating structured, income-generating, and defined-outcome investment products. ↗
PARTNERSHIPS & INTEGRATIONS
Passthrough partners with Alto to unlock IRA capital. Passthrough is collaborating with Alto to help fund managers understand how to successfully raise from IRA investors. Alto provides the infrastructure that makes investing with a self-directed IRA seamless, while their customer success team handles the investor onboarding process, keeping fund managers out of the administrative details. With this integration, investors get Passthrough’s sub doc and KYC/AML workflows combined with Alto’s IRA mechanics. What this partnership means for users: 1 – Education and best practices. Passthrough is working with Alto to help fund managers understand how to successfully raise from IRA investors. What documentation do you need? How does the investor experience differ? What are the common pitfalls to avoid? 2 – Strategic collaboration. Alto brings experience in self-directed IRAs. Passthrough brings knowledge in investor onboarding and KYC/AML compliance. 3 – Future integration possibilities. While this isn’t a technology integration today, the companies are exploring how Alto’s platform and Passthrough’s investor onboarding workflows could work together seamlessly in the future. ↗
Northern Trust Asset Management now delivers direct indexing solution on Envestnet platform. Financial advisors utilizing the Envestnet platform will now have access to Northern Trust Asset Management’s experience in customizing tax-aware portfolios for the ultra-high-net-worth market. Northern Trust Asset Management’s direct indexing solution offers a lineup of equity investment strategies, giving advisors the ability to seamlessly blend indices, incorporate quantitative factor tilts, and select exclusions to reflect client values and preferences. ↗
Barclays and FactSet enter into multi-year strategic agreement. This collaboration harnesses FactSet’s analytics and technology, allowing Barclays to deliver data-driven solutions for its global client base. FactSet will provide Barclays with access to a suite of its products, data, and enabling solutions. In addition, Barclays has been invited to join FactSet’s Client Advisory Board, enabling both organizations to collaborate on shaping future data and technology solutions. ↗
Tabs forms partnership with Ravix Group, an advisory platform with a suite of services spanning technical accounting, bookkeeping, HR consulting, and C-suite advisory. Under this new collaboration, Ravix can recommend the Tabs platform for revenue automation. Tabs was built for finance operators who need visibility and automation, while Ravix helps clients identify the right moment and ways to modernize. Together, users will get a trusted advisor with a purpose-built system. ↗
Fundsmith extends relationship with SS&C to support new US ETF. The ETF will seek long-term growth in value by investing in listed equities on a global basis. Fundsmith will use SS&C for fund administration, accounting, compliance, legal and distribution services. SS&C will also provide trading and capital markets services through SS&C ALPS Series Trust. ↗
OFFICE & PERSONNEL
RelPro names Raaj Rajmangal as CEO. Founder Martin Wise, will transition from CEO to Executive Chairman of the Board, providing strategic guidance as RelPro enters its next phase of growth. Rajmangal has held multiple leadership roles during his tenure at RelPro, including Chief Technology Officer, before being appointed President in April 2023. He has played a central role in expanding RelPro’s proprietary data origination platform, enhancing product experience, and deepening relationships with clients. ↗
Ani Kochiashvili joins Standard Metrics as its Head of Portfolio Intelligence. Most recently, Kochiashvili was VP of Portfolio Analytics at Battery Ventures. Prior to that, she was the Finance Technology Lead at Y Combinator. ↗
Finalis welcomes Brian M Pasalich as its new Customer Success Director. Pasalich brings more than 25 years of experience across financial services. In his new role, he’ll support the Customer Success team as they build relationships with investment bankers and M&A advisors. ↗
Riaz Karim joins Clearwater Analytics as Global Head of Asset Management Solutions. Karim brings over two decades of leadership experience delivering strategic solutions across EY, Macquarie, and Blackstone. ↗
Paul Griffith starts new position as Head of Commercial, UK and Ireland at IQ-EQ. Until recently, Griffith was the Chief Commercial Officer – Ireland for more than two years and before that he was the Commercial Director for the prior two years. ↗
Titanbay establishes Swiss Advisory Board, while continuing to grow across Switzerland and the wider EMEA region. Titanbay’s Swiss Advisory Board will act as a strategic sounding board, helping Titanbay stay aligned with local market dynamics while continuing to build infrastructure that supports the needs of Swiss institutions and their clients. The members of the Swiss Advisory Board are: 1 – Stefan Mächler, former CIO at Swiss Life Group, brings more than 30 years of experience across investment management, asset allocation and corporate leadership, 2 – Yves Robert Charrue, Former Executive Board Member and Head of Switzerland & EMEA at Julius Baer, adds over two decades of private banking experience, 3 – Michael Gruener, Co-CEO of Titanbay, who brings more than 20 years of global asset management experience across Swiss private banks and wealth managers, 4 – The Board is chaired by Timo Paul, Head of Switzerland at Titanbay. Based in Zurich, Paul brings senior leadership experience from Natixis Investment Managers, UBS Asset Management and Credit Suisse Asset Management. ↗
Stavtar appoints Bryan McCooey as Head of Partnerships. In his expanded role, McCooey will lead Stavtar’s global partnerships strategy, overseeing strategic relationships with accounting firms, fund administrators, banks, consulting firms, technology providers, and vendors for StavMarket. He will focus on deepening alliances, developing integration pathways, and driving collaborative go-to-market initiatives. ↗
VENDOR RESEARCH & WHITEPAPERS
Cometis has a new blog, “Three reasons for the growing importance of a strong equity story”. Cometis feels that an equity story is at the heart of financial market communications for listed companies. In this blog, Cometis goes over three reasons why the equity story will become even more important in the future. ↗
Apliqo has a new article, “AI-powered forecasting: The new competitive edge”. Apliqo feels that AI-powered forecasting delivers a competitive edge not through technology alone, but by combining machine learning with lean models, integrated data, and disciplined planning frameworks. This article explores three categories of AI reshaping finance, outlines high-value use cases, and details the important prerequisites: data quality, integration, and governance. ↗
Sonata One has a new blog, “5 Forces Shaping Compliance in Private Markets in 2026”. Sonata One states: The compliance environment for private markets continues to evolve under the combined influence of geopolitical instability, cross-border regulation, and complex fund structures. In this blog, Sonata One outlines five forces shaping the compliance agenda — forces Sonata One sees defining approaches to KYC, operational resilience, and investor servicing in 2026. ↗
Anduin has a new blog, “The New Competitive Moat in Private Equity: Why Investor Experience Matters More Than Ever”. Anduin states that the firms winning capital today share a common operating principle: investor experience is not a feature… It’s infrastructure. In this blog, Anduin goes over four ways this shift manifests. ↗
Grata has a new blog, “Data: The Secret Weapon in a Winning M&A AI Strategy”. In this blog, Grata breaks down how LLMs work and what they’re good at, why a strong data science layer is crucial for useful M&A AI tools, and why that’s difficult to get right. ↗
AWARDS
Allvue Systems recognized as a winner in the Fund Administration Software category at the Alternative Credit Awards 2025. The Alternative Credit Awards, hosted by Alternative Credit Investor, recognizes influential fund managers, specialist lenders and service providers shaping the alternative credit space. ↗
IQ-EQ wins ‘Domestic US Clients Team’ at the 2026 Miami Family Wealth Report Awards. The annual Miami Family Wealth Report Awards recognizes the most innovative and exceptional firms, teams and individuals serving the family office, family wealth and trusted advisor communities in Miami, Latin America and the Caribbean. ↗
