NEW & UPDATED PRODUCTS
Beauhurst introduces Insight Lenses, its new AI research companion. Insight Lenses transforms company research by turning verified Beauhurst data into summaries at the top of every company page. Each Lens applies an analytical framework to the same dataset, so users can trace every point back to the source. Lenses acts as a research partner for screening, due diligence, meeting prep, competitor analysis, and client monitoring, bringing together data that typically lives in different places. This new feature on the Beauhurst platform condenses company research with five different views: 1 – Company highlights: Get the facts, details and context in seconds, so you can decide what to explore next. 2 – Business growth trajectory: See momentum over time across funding, performance and milestones. 3 – Financial health analysis: Understand indicators of resilience, stability and risk, with links to the underlying financial datapoints. 4 – Innovation and impact research: Surface signals of innovation, sustainability and positive outcome, from R&D activity to impact markers. 5 – People surfacing: Bring leadership, investors and networks into focus, map influence and relationships, then click through to profiles. ↗
SimCorp launches the Axioma Worldwide Equity Factor Risk Model: Trading Horizon. This risk model provides portfolio managers and risk professionals with the analytics required for investment strategies that require rebalancing daily or weekly, including systematic and algorithmic strategies. The model forecasts risk over the next 20 days and provides daily updates on factor exposures and returns, enabling portfolio managers to capture day-to-day shifts in risk profiles across trading books and other portfolios with short investment horizons. This makes the model valuable for portfolio managers facing abrupt changes in market direction or underlying sources of risk. The Trading Horizon Model incorporates specialized style factors such as Opinion Divergence and Short Interest, alongside fundamental and market-based factors tailored for short-horizon strategies. These features allow for insights into liquidity, downside risk, and non-linear residual effects — drivers of volatility in today’s environment. Using Axioma Worldwide Equity Factor Risk Model: Trading Horizon, a portfolio manager can: 1 – Quantify exposure to Exchange Rate Sensitivity to hedge against FX-driven shocks from tariff disputes. 2 – Monitor Short-Term Momentum and Opinion Divergence to identify crowded trades in AI stocks and mitigate reversal risk. 3 – Assess Liquidity and Downside Risk factors daily, ensuring portfolios remain resilient amid sudden sell-offs. ↗
Intelligo unveils two new company updates: a refreshed platform and new additions to the company. 1 – A refreshed platform experience: Light Mode brings a bright visual experience to the workflows its customers use every day. While the core functionality remains the same, the look and feel have been elevated to make navigating reports, clicking into findings, and managing multiple diligence cycles feel intuitive. 2 – An expanded team of experts : Intelligo has expanded its analyst and research team and enhanced its go-to-market organization across account executives, account management, operations, and marketing. These teams help ensure that each customer has a partner who understands their timelines, priorities, and diligence requirements. ↗
Factset launches unveils Portfolio Commentary for Asset Allocation Strategies. The latest enhancement to FactSet’s Portfolio Commentary now supplies context with narratives reflecting differences in both the investment process and attribution model. Portfolio Commentary creates AI-generated explanations of performance attribution analysis within FactSet’s Portfolio Analysis application. With access to both portfolio analysis capabilities and commentary generation in the same platform, asset managers, wealth managers, and asset owners can increase workflow efficiency. ↗
Dakota unveils product update: AI account summaries for public pension funds are live. What is new: Just like dakota’s Family Office and RIA summaries, every public pension fund page now includes an AI-generated overview. Why it matters: These summaries surface insights at a glance, including: 1 – Fund size and mandate, 2 – Strategic asset allocation and risk appetite, 3 – Key research and investment decision-makers, 4 – Other essential context – all in a exportable format. ↗
Fintent launches Management-Level Contacts 2.0. What is new: 1 – Verified emails + direct dials, 2 – Up to 3 contacts for all companies in a screener or a company search, 3 – Find contacts via company profiles or LinkedIn URLs, 4 – Continuously updated and cross-verified data. Contacts are available on-demand via a credit-based system, with 250 credits included at signup. ↗
Visible introduces new SaaS Benchmarks Tool. For this launch, Visible teamed up with High Alpha, using data from their 2025 SaaS Benchmarks Report, featuring data points from 800+ SaaS companies. With this tool, users can see how their company stacks up against hundreds of SaaS peers. ↗
DEAL ACTIVITY
Broadridge invests in DeepSee to enhance post-trade operations. The agreement includes Broadridge taking a minority ownership stake in DeepSee. Along with the investment, Tom Carey, President of Broadridge Global Technology and Operations, will join DeepSee’s Board of Directors. The collaboration will initially focus on deploying AI-powered email orchestration, turning traditional inboxes into automated workflows for post-trade operations teams. Pre-trained and pre-configured agents power automated operations and AI capabilities convert communications into real actions—delivering quick responses, compliance, and measurable operational results. Key benefits of the AI solution include: 1 – Increased productivity: Automates workflows by connecting to underlying systems to retrieve data and enhances efficiency through organization, prioritization, and drafting of emails. 2 – Resource optimization: Elimination of unnecessary emails, AI based categorization of work types and prioritization of importance of emails powered by insights into email volume and trends, enables proactive workload management and freeing teams for high-value work. 3 – Enhanced transparency and supervision: Real-time dashboards display SLA metrics, operational trends, and actionable insights across teams. The solution has already been deployed across Broadridge’s Business Process Outsourcing Operations which serves over 60 clients. The solution is also integrated with Broadridge post-trade capabilities providing the opportunity for firms to deploy with-in their own four walls with the Broadridge Platform or on a standalone basis. ↗
Real Estate Business Analytics (REBA) acquires Markerr. This acquisition is expected to enhance REBA’s operational analytics platform with Markerr’s public rent datasets, market intelligence, and forecasting models across the multifamily and single-family rental markets. The enhanced platform will provide operators with analytics and forecasting tools built on regulation-ready datasets and AI models designed for transparency. ↗
Majesco closes acquisition of Vitech, enhancing cloud and AI-native innovation for insurance and pension & retirement. With the addition of Vitech, Majesco now offers a broad product portfolio with expansion into the Pension & Retirement market. The enhanced portfolio of solutions can help Majesco users lower expense ratios, streamline complex operations, accelerate product innovation, and respond fast to evolving regulatory and customer demands. ↗
Broadridge completes acquisition of Acolin, unlocking cross-border distribution and enhanced solutions for clients. Acolin is a Zurich-based distribution support provider serving more than 350 clients, offering access to over 3,000 distributors across 30+ countries and providing solutions spanning fund registrations, legal representation, and compliance management. This acquisition expands Broadridge’s distribution solutions for asset managers, helping them enter new markets and grow assets, while also strengthening its regulatory services for the global asset management industry. ↗
PARTNERSHIPS & INTEGRATIONS
Intapp DealCloud partners with Decimal Point Analytics to help deal teams move quick, deepen relationships, and unlock data-driven intelligence across the investment lifecycle. Together, both firms can deliver a connected ecosystem that provides: 1 – Data accuracy and entity clarity, 2 – Fast onboarding and platform adoption, 3 – Unified insights across origination, execution, fundraising, and portfolio monitoring. ↗
SimCorp and MSCI expand collaboration to streamline investment managers’ access to private market data. SimCorp’s expanded data collaboration with MSCI, gives buy-side firms using the investment management platform SimCorp One direct access to MSCI’s private market data service and datasets. Through this collaboration, SimCorp clients will benefit from access to datasets at the fund-, asset-, and deal-level directly within SimCorp’s platform. The expanded collaboration now offers SimCorp One users access to MSCI’s Private Asset Transparency Data, providing visibility into private capital investment holdings. Additionally, access to MSCI’s managed service for automated document collection and data management, including transactions, will help clients automate workflows for fund financial documents. ↗
The New York Stock Exchange enters into agreement with MSCI to become the US Options Listing Venue for benchmark indexes in early 2026. Options on MSCI indexes will be listed on NYSE Arca and NYSE American options markets, including the MSCI Emerging Markets Index, MSCI EAFE Index, MSCI ACWI Index, MSCI World Index, and MSCI USA Index. This agreement is pending regulatory approval. ↗
Modulr enters into US market through new partnership with FIS. Modulr is a London-headquartered embedded payments provider. As part of the partnership, Modulr will provide the technology for FIS’s Money Movement Hub. This cloud-native orchestration platform, launched in May last year, enables financial institutions to access real-time, batch, and cross-border payment systems through a single API. ↗
Chronograph partners with LongWater to support their portfolio monitoring processes. Chronograph will assist in streamlining aspects of LongWater’s data collection, reporting, and analysis workflows. LongWater is a multi-asset private markets investor focused on the lower middle market. LongWater provides investors with access to a range of private-market strategies, including private equity, private credit, LP fund commitments, and minority equity direct investments. ↗
AssetMetrix extends collaboration with Kyndryl. AssetMetrix has renewed its managed infrastructure services agreement with Kyndryl in Luxembourg for an additional five years. Kyndryl is a provider of enterprise technology services. Under the renewed agreement, Kyndryl will deliver and manage a private cloud environment for AssetMetrix. Kyndryl Bridge, the company’s AI-powered open-integration platform, plays a role in enhancing AssetMetrix’s IT operations. Kyndryl Bridge integrates AssetMetrix’s tools and systems to provide a unified view of the company’s technology landscape. This visibility enables a predictive and proactive approach, identifying and addressing potential issues before they disrupt operations. With real-time insights and automation, Kyndryl supports AssetMetrix in optimizing the performance of its IT estate, reducing downtime and improving decision-making. ↗
SUBSCRIBE launches system integrations with asset custodians Fidelity Investments, Schwab Advisor Services, Goldman Sachs Custody Solutions. SUBSCRIBE pursued enhanced integrations to achieve STP for alternative investments orders, data, and document delivery that allow wealth managers to: 1 – seamlessly place alt fund orders via SUBSCRIBE, 2 – deliver transaction data, custodian forms, and subscriptions via APIs, 3 – sync client account information from custodian systems into SUBSCRIBE, 4 – custom brand the signature experience via an embedded DocuSign engine, 5 – integration supports semi-liquid, interval, and draw-down fund universe. ↗
Desia partners with FactSet. Desia provides advanced AI applications for productivity, automation and analytics for financial services. With this integration, Desia users can now access market data, company information, and estimates directly within their existing workflows, alongside internal documents, folders and projects. ↗
Addepar welcomes EY to its partner program. The EY organization works with business, operations, technology and compliance teams to understand how you serve clients today and how you want Addepar to support that. Adddepar can document client, account, portfolio and reporting requirements, map current and target workflows, and define how Addepar should interact with your existing platforms. Users will receive process maps, data flows and RACI, so your team, EY and Addepar are working from a single model. ↗
NEW CLIENTS
Canoe welcomes Lægernes Pension & Bank as a new client. Lægernes Pension is a Danish labour market pension fund dedicated to providing financial security for doctors and their families, managing approximately 50,000 Danish medical professionals, overseeing assets of more than DKK 120 billion. By integrating Canoe Connect and Canoe Intelligence into their operations, Lægernes Pension is taking the next step in modernizing their alternative investment infrastructure. Through Canoe Connect, the fund will automate the process of retrieving documents from hundreds of GP portals and email inboxes, centralizing all investment communications into a single hub. This will allow Lægernes Pension to eliminate manual data entry, reduce operational risk, and allow their investment team to focus on analysis and strategic decision-making for the benefit of Denmark’s medical professionals. ↗
17Capital selects Harvest by Dasseti to enhance ESG data collection and reporting. The partnership will support 17Capital in meeting investor expectations and enhancing transparency across its portfolio. Harvest will provide a centralized platform that automates data collection, validates inputs across assets, and facilitates ESG engagement. The platform will help 17Capital respond to investor requests while unlocking insights into sustainability performance and financed emissions. ↗
OFFICE & PERSONNEL
David Thomas O’Malley is the new Chief Executive Officer at LemonEdge. O’Malley, who has been with LemonEdge since June 2025, was previously the President & Board Director. Earlier in his career, O’Malley spent time at Moody’s, Alida, Octo Telematics, SAP, Oracle, FIS and Citi. ↗
SimCorp’s Marlene Nyholm Voss promoted to oversee Deutsche Börse Group’s global human relations function. Voss has been appointed to a new position leading Global Human Relations at Deutsche Börse Group as Managing Director, People & Culture. Most recently, Voss was the Chief People & Communications Officer, Executive Vice President and on the Executive Management Board at SimCorp, where she spent the last 12 years. ↗
Paul Santarelli takes on new role at PitchBook as Chief Solutions Officer. Santarelli will be leading PitchBook’s new Solutions team, focused on how PitchBook serves its global user base and evolves its offerings to meet user needs. Santarelli will oversee how PitchBook aligns its products, services, and go-to-market strategies to fuel innovation and create impact for the clients. Previously, Santarelli who has been with PitchBook for almost 15 years, was the Chief Sales Officer. ↗
SEI appoints Jeff Benfield as Chief Product Officer. Reporting to Zach Womack, Chief Technology Officer, Benfield will lead SEI’s enterprise product strategy, development, and execution. In this new role, he will be responsible for overseeing the full product lifecycle—from ideation and creation to execution and optimization—and ensuring alignment with SEI’s business goals, growth opportunities, regulatory requirements, and the needs of clients. Benfield previously served as Head of Platform Strategy and Operations for SEI’s Asset Management business. In that role, he led the strategic vision, roadmap, and execution of the investment and technology suite of solutions for SEI’s independent advisor, institutional, and private wealth management businesses. Benfield first joined SEI in 2014 in a strategy, transformation, and product management role for the company’s global Private Banking business. He has more than 18 years of experience in the financial services industry, serving in a range of product management and program management roles over his career, including positions at Vanguard, BNY Mellon’s Pershing/Albridge, and Axa Advisors. ↗
Shalini O’Suilleabhain joins CWAN as Global Head of Partnerships and Alliances. O’Suilleabhain brings more than two decades of experience from BNY, Credit Suisse, and AllianceBernstein. ↗
Lukas Gaertner joins Moonfare as Chief Transformation Officer. Before joining Moonfare, Gaertner was a Partner at McKinsey & Company for 14 years. ↗
James Penniman joins Charles River Development as Chief Revenue Officer. Until a couple months ago, Penniman was the Chief Revenue Officer at Volante Technologies. Previously, he worked at S&P Global Market Intelligence as SVP, Head of Commercial Strategy & Client Management, IHS Markit as Partner & SVP, Head of Commercial Strategy and at SS&C Technologies. ↗
Iyran Clunis is the new EMEA Head of Private Capital Solutions at MSCI. Until recently, Clunis was the EMEA Head of Sales at Allvue Systems. He also spent five years at BlackRock and some time at Moody’s. ↗
Fundamatic welcomes two new hires to its sales team. Patrick Burchell joins Fundamatic as a Director of Business Development, bringing more than 15 years of experience working with institutional investors. Burchell came to Fundamatic from Nasdaq, where he served as Director of Business Development for the Solovis platform and led international sales efforts across EMEA and APAC. Prior to Nasdaq, he was a Vice President at Hamilton Lane, leading private markets fundraising across the Southeastern US. Additionally, Jonah Lichtman has been hired as a Senior Business Development Representative. Lichtman brings four years of experience in fintech, working closely with institutional allocators across both front- and back-office teams. ↗
Standard Metrics adds to engineering team with the addition of Riley Butterfield and Andy Bedinger. Bedinger has over 20 years experience as a software engineer, most recently as a Senior Cybersecurity Engineer at DriveCentric, and will be leading the cybersecurity program. Butterfield brings five years of software engineering experience, joining Standard Metrics from Axios HQ, and will be helping to expand its portfolio data collection capabilities. ↗
Oliver Otto promoted to Head of International Marketing at Broadridge. In his new role, Otto will help expand Broadridge’s international presence across EMEA and APAC. Otto, who has been with Broadridge for almost 10 years, was previously at Thomson Reuters for nine years and was with Reuters for the nine years prior to that. ↗
Holland Mountain unveils new office. Holland Mountain’s UK team is now based at London Bridge, in The News Building near The Shard. ↗
VENDOR RESEARCH & WHITEPAPERS
FounderSuite has a new blog, “Fundraising Momentum: How to Survive Investor Due Diligence”. FounderSuite feels that fundraising rarely falls apart because a founder has a bad pitch, it stalls because due diligence drags on. In this blog, FounderSuite explains how to get ahead of the due diligence process and stay in control of the narrative. ↗
Altvia has a new blog, “What the Next Generation of Private Capital Looks Like”. Altvia states “the private capital firms that will lead the next decade aren’t waiting for fundraising cycles. They’re preparing for them—every day, in every interaction, with every LP.” In this blog, Altvia explains how and why this is happening. ↗
AWARDS
Northern Trust wins the Communitas Award for Leadership in Community Service and Corporate Social Responsibility. The award is in recognition of Northern Trust’s annual global month of service, Achieving Greater Together. The Communitas Awards honor individuals, businesses and organizations that demonstrate exceptional commitment to community service, volunteerism, philanthropy and sustainable, ethical business practices. ↗
