WEEKLY NEWS – WEEK OF 2/2/2026

NEW & UPDATED PRODUCTS

Gain.pro becomes Gain. Gain is now built across four core product vectors: 1 – GainData – Investment-grade intelligence, rich with inter-linked proprietary data. 2 – GainConnect – Integrations that make Gain part of how teams already work. 3 – GainAgent – Agentic AI workflows that turn data into insights and action. 4 – GainControl – Data governance and security. Gain can now be found at its new website: www.gain.ai. ↗

Alkymi launches Alkymi Private Credit, a private credit solution to automate loan data workflows. Built for private credit stakeholders, Alkymi Private Credit automates workflows to support enhanced risk management, speed, accuracy, and compliance. Alkymi Private Credit delivers AI automation to transform unstructured documents into structured, auditable, and workflow-ready data, creating value across the entire credit lifecycle, from real-time risk alerts to streamlined portfolio operations. At the core of the solution, Alkymi’s Data Inbox centralizes all inbound documents for automated processing, tracking, and visualization, enabling the extraction of structured, normalized, and actionable data from Loan Agent Notices, Compliance Certificates, and Financial Statements. Through this unified data layer, Alkymi provides a real-time view of each loan’s cash flows and terms, with automated extraction of principal balances, interest rates, amortization schedules, payment events, covenant ratios, borrower financials, and key deal data. Covenant tracking and compliance metrics enable early detection of potential covenant breaches, helping lenders engage with borrowers to mitigate risk and manage portfolios effectively. Alkymi Private Credit also supports seamless downstream integration with portfolio and accounting platforms, as well as risk dashboards and investor reporting systems. Built-in cross-validation capabilities allow firms to reconcile notices against agreement terms and validate leverage and coverage ratios against covenants. Together, these capabilities enable private credit managers to scale operations, support more borrowers and entities, and maintain compliance without increasing headcount. ↗

Equipped reveals updated Equipped brand. Equipped provides one platform for loan management, portfolio monitoring and reporting. Equipped’s refreshed website can be found at: www.equipped.ai. ↗

Attio launches “Ask Attio” – a conversational AI layer that can search, update, and create with AI. it works across emails, calls, notes, calendars, product data, billing information, and anything else synced in. Every answer is sourced from actual
CRM records and customer knowledge. This works because of Universal Context, a unified intelligence layer Attio built that indexes everything in your CRM as one interconnected whole. Ask Attio follows existing permissions, so everyone sees only what they’re supposed to. Features of Ask Attio include: 1 – Semantic search delivers instant retrieval, 2 – Grounded in context like emails, calls, and product usage, 3 – Understand patterns across customer signals, not just individual flares, 4 – Other tools like Granola notes and Slack threads are connected and searchable, 5 – Ask Attio in any language. ↗

73 Strings introduces Insight Generator to enhance portfolio intelligence. Insight Generator is a new agentic AI capability designed to change how investment teams generate, understand, and act on portfolio intelligence. Insight Generator introduces an agentic approach to portfolio intelligence, enabling teams to ask questions in natural language and receive traceable charts, tables, visuals, and narrative insights in real time. Designed to reduce manual work and improve accuracy, Insight Generator allows teams to focus on strategy rather than data preparation. Insight Generator enables investment teams to interact with their portfolio data conversationally. By asking questions in natural language, users can: 1 – Visualize what matters through interactive visuals that surface trends, risks, and opportunities , 2 – Receive narratives that translate financial data into actionable insights, 3 – Move from insight to action with real-time outputs that highlight next steps, 4 – Full auditability and transparent data lineage from source data to calculations. ↗

Fintent launches custom predictive signals designed to help B2B portfolio companies generate pipeline and accelerate sales. These custom signals are available within Fintent’s Deal Sourcing platform, with custom CRM integrations and flexible delivery options available. For any B2B product or service, Fintent can: 1 – Build up to 20 custom topics, 2 – Deliver weekly predictive signals (every Monday), 3 – Identify companies actively researching your market and your competitors. ↗

Mosaic updates Operating Model Templates on its platform. Mosaic now lets users create custom operating model templates and save them into a centralized library. What’s New: 1 – Capture your firm’s operating logic once, whether that is a full model structure or a specific operating section. 2 – Add descriptions and control visibility, keeping templates private or sharing them organization-wide based on your modeling needs and preferences. 3 – Start new forecasts with structure already in place, so time is spent refining assumptions rather than rebuilding models. This update helps teams translate how they already think about operating models into Mosaic and get to a clean forecast fast. ↗

BlackRock and Partners Group launch Private Markets SMA for wealth platforms. The SMA strategies provide advisors with a single solution that diversifies exposure to private equity, private credit, and real assets through seven underlying evergreen private market funds managed by BlackRock, HPS and Partners Group. Delivered through a single subscription document, the three purpose-built strategies—income-focused, balanced, and growth—are designed to meet client objectives while minimizing operational complexity for advisors and their clients. They are available on the Morgan Stanley wealth platform. ↗

Bloomberg introduces Alternative Data Entitlements on its Terminal for increased alpha discovery. Data Entitlements in {ALTD }, part of the investment research solutions offering on the Bloomberg Terminal that provides clients with actionable insights powered by alternative data. By offering integration access to additional metrics and enhanced capabilities from companies like Placer.ai and Similarweb, Data Entitlements in {ALTD } enables investors to integrate alternative data analytics into their investment process and surface insights. Data Entitlements in {ALTD } and its enhanced features help users improve their investment research process by: 1 – Nowcasting is enhanced with more KPI estimates delivered fast, within three to five days as compared to seven to 14 days without entitled data. This enables users to react to performance shifts and spot potential surprises against a wide universe of company-reported metrics ahead of earnings. 2 – Company trends analysis with entitled data enables users to dive deep and allows for a comprehensive assessment of a company’s digital performance and foot traffic activity. Access to these enhanced KPIs enable investors to conduct benchmarking across peer sets and hold strong convictions in long/short investment strategies or competitor group positioning. 3 – Seamless workflow integration is facilitated as entitled alternative data flows through Bloomberg’s analytical tools such as company financials, broker estimates, news, and charts on the Terminal where research content is discoverable. This expanded universe of financial information on the desktop enables analysts to compare alternative data analytics with traditional KPIs. ↗

CEPRES launches DealForge to enhance private markets intelligence. DealForge gives private equity professionals insight into which deals create the most value and why. Built on CEPRES’s market data, DealForge helps investors uncover hidden opportunities, strengthen deal flow, and enhance decision-making through real-time transaction analytics. Features of DealForge include: 1 – Validate investment strategy with data: Benchmark performance against market standards. Understand how value was created across past private equity deals to strengthen your investment thesis and showcase results to LPs. 2 – Enhanced deal intelligence: Leverage transaction insights from private equity deals. Combine operational, financial, and market data to make smart investment decisions. 3 – Deal Analyzer for insights: Access real-time performance analytics, including IRR, MOIC, and value creation metrics, through a interface that eliminates manual data work and accelerates decision-making. 4 – Insights across 400+ sectors: Explore sector taxonomy and uncover performance patterns across industries, sub-sectors, and deal types. 5 – Access to CEPRES market data: Leverage CEPRES’ private markets dataset to achieve deal benchmarking, insights and investment decisions. 6 – 40+ charts along returns & multiple value creation: The library of charts helps users benchmark deals, assess performance drivers, and make informed investment choices. ↗

S&P Capital IQ Estimates and Visible Alpha are now unified under S&P Global Market Intelligence. This combined estimates solution delivers insight for understanding market expectations. Features of this enhanced solution include: 1 – Benchmarking: Analyze performance using peer comps. 2 – Forecasting: Build models on analyst projections down to segment-level KPIs. 3 – Insights: Leverage street expectations, with attribution to named brokers. 4 – Workflows: Access directly in S&P Capital IQ Pro or receive delivery via XpressfeedTM, Excel, API or Cloud. ↗

Clearwater Analytics embeds AI into Beacon Risk platform to accelerate model validation and exposure analysis. This update processes live positions and validated models in real-time, eliminating the manual export, analysis, and re-input cycles. The result is AI-powered risk analysis that scales from individual trades to enterprise-wide exposures, enabling teams to validate assumptions, stress test portfolios, and explain exposures to stakeholders without leaving their risk modeling environment. With these new capabilities that enhance institutional risk operations, users can conduct: 1 – Model validation: Validate VaR models, credit risk frameworks, and custom analytics against multiple instrument types and market scenarios reducing validation from weeks to hours. Generate model documentation adapted for different audiences ranging from technical validation reports for quants to executive summaries for CROs, while maintaining full audit trails and assumption transparency. 2 – Instant exposure intelligence and scenario analysis: Break down portfolio risk by currency, tenor, asset type, rating, strategy, or any custom dimension. Run “what-if” scenarios and stress tests with natural language queries, then drill down to underlying positions and sensitivity drivers on demand. All outputs trace directly back to Beacon’s calculation engine. 3 – Operationalized risk workflows: Deploy specialized AI agents for recurring tasks such as limits monitoring, regulatory reporting preparation, tail risk analysis, and cross-portfolio exposure aggregation. These agents execute multi-step processes end-to-end within Beacon’s environment, not just generating suggestions, but completing workflows that previously required manual coordination across teams. ↗

Standard Metrics launches AI Analyst. AI Analyst is an agent that can access and analyze data across the Standard Metrics platform to streamline portfolio analysis. With portfolio-wide visibility, Standard Metrics’ new AI Analyst helps its customers query the quantitive and qualitative data they have stored on Standard Metrics with natural language questions. A few things the AI Analyst can do: 1 – Streamline portfolio reviews and cut down on the work required to craft data-driven company commentary, 2 – Analyze across multiple data sources, perform calculations, and accurately gauge when it does and doesn’t have the data to answer a question, 3 – Simplify ad-hoc analysis and external LP reporting. ↗

Eleven introduces Eleven OS8: an all-in-one operating system streamlining every interaction between fund managers, fund administrators, and investors. OS8 unifies investor onboarding, investor servicing, screening and monitoring, payments, and regulatory compliance into one operating system for private markets. Some of the enhanced OS8 solutions include: 1 – Global Screening Hub — Centralized investor approvals and monitoring in one command center, 2 – Integrated Payments — End-to-end and integrated capital calls and distributions with full tracking and automation, 3 – Expanded KYC — New master template, matrix cloning, Investor Profile roll-ups, and KYC document migrations, 4 – AML Screening and Monitoring — Fully integrated screening and monitoring without leaving the platform, 5 – Preboard / Reboard Investors — Pre-qualify or fully onboard investors through KYC and AML before they invest, 6 – Digital Transfer Wizard — Seamless investment transfers between investors, 7 – Integrated Wealth Verifications — Integrated 506(c) accredited investor verification, 8 – Elle — Eleven’s built-in AI assistant. ↗

DEAL ACTIVITY

Insight Partners to acquire Venn, by Two Sigma. Following the close of the transaction, Insight plans to combine the operations of Venn with its existing portfolio company, Solovis, while each product retains its respective brand. By combining Venn and Solovis, the company will aim to deliver enhanced portfolio intelligence across public and private markets. Additional details regarding the go-forward company will be shared following the close of this transaction, which is subject to customary conditions. ↗

Broadridge to acquire CQG, expanding global futures and options trading capabilities. With this acquisition, CQG will add execution management, algorithmic trading, and analytics capabilities to Broadridge’s order management and client connectivity solutions, creating an end-to-end trading suite for global futures and options markets. The expanded offering is designed to support the evolving needs of clients across a spectrum of segments, including FCMs, institutional investors, retail brokers, proprietary trading firms, CTAs, and hedge funds. Clients will benefit from scalable solutions designed to support their growth objectives, accelerate speed to market, and deliver a fully integrated trading experience for both institutional and professional retail market participants. Under the agreement, Broadridge will acquire CQG’s core global trading technology business through the purchase of CQG, LLC and certain affiliated operating entities and assets. Terms of the transaction were not disclosed. The transaction is not expected to have a material impact on Broadridge’s financial results and is expected to close in early in Broadridge’s fiscal fourth quarter subject to customary closing conditions, including regulatory approvals. ↗

G2 closes its acquisition of Capterra, Software Advice & GetApp. With this acquisition, G2 will incorporate data and offerings from Capterra, Software Advice, and GetApp into its platform. Together, the combined companies: 1 – Provide 6 million verified customer reviews for buying insights, 2 – Reach 200+ million annual software buyers globally across all properties, 3 – Serve 10,000+ software vendors globally with marketing solutions, 4 – Span 2,000+ software and service categories for taxonomy, 5 – Offer first-and second-party Buyer Intent data at an expanded scale. ↗

Arcesium acquires Limina to deliver a unified front-to-back investment platform. Limina is a Stockholm-based portfolio and order management systems provider. Through the integration of Limina’s P/OMS with Arcesium’s middle- and back-office solutions, the combined offering can eliminate legacy fragmentation and connect siloed data, providing investment managers with the insight they need to operate across asset classes and global markets. The entire Limina team will join Arcesium and play a role in ongoing product development for the company. Limina CEO, Kristoffer Fürst, will join Arcesium reporting to Arcesium President, Product and Technology, Bryan Dougherty. Arcesium’s acquisition of Limina will strengthen its global presence and deepen market penetration in Europe, while positioning the firm for continued growth across the US and other international markets. ↗

Dealroom.co raises $7M to expand internationally. This new investment is led by Indico Capital Partners, with participation from Rabobank and existing investors Beringea, Shoe Investments, and Knight Capital. With this new investment, Dealroom will accelerate its international expansion, with an initial focus on scaling its presence in the US. The funding will also support investment in Dealroom’s proprietary data assets, AI-driven intelligence, and product capabilities. ↗

Bain & Company acquires JJC FinTech. With this acquisition, Bain is strengthening its strategy, risk, and technology capabilities. The JJC FinTech team brings industry experience in Client Lifecycle Management and Anti-Financial Crime, to enhance Bain’s ability to help global financial services clients improve and accelerate their Know Your Customer and Anti-money laundering processes and deliver an enhanced customer experience. ↗

PARTNERSHIPS & INTEGRATIONS

Similarweb and Bloomberg expand data available on the Bloomberg Terminal. Alternative data from Similarweb is now available to investors who use Data Entitlements in {ALTD }, an investment research solution on the Bloomberg Terminal that provides clients with real-time actionable insights. Bloomberg selected Similarweb as its alternative data provider of digital metrics tracking company growth and momentum. With Data Entitlements in {ALTD }, Bloomberg Terminal customers who have a Similarweb account will get timely data and access to a broad spectrum of digital signals in addition to traffic – such as unique visitors, average visit duration, bounce rate, and page views – for a comprehensive picture of digital performance. This supports use cases including KPI nowcasting, company and peer benchmarking, and identification of performance inflection points ahead of earnings that may differ from consensus expectations. ↗

BlackRock Aladdin integrates Preqin’s data and technology into its eFront platform for private markets investors. This integration creates a data-driven private asset management technology solution. In eFront, institutional clients can now manage their full investment lifecycle in one place, with market context via Preqin data. The integration accelerates the firm’s strategy to unite investments, technology and proprietary data within one platform, increasing transparency and data-based insight for clients as they expand allocations to private markets. The combined Preqin and eFront capabilities mean institutional investors now have research, due diligence and portfolio monitoring tools on a single platform. ↗

Brown Brothers Harriman and SimCorp forge strategic alliance to provide integrated end-to-end technology, data, and services solution for global asset managers. Enhancing both firms’ existing offerings, this solution uses BBH Infomediary to integrate SimCorp One’s front and middle office capabilities, including a real-time IBOR managed by SimCorp’s Managed Business Services, with BBH’s fund servicing and custody suite. BBH Infomediary, BBH’s connectivity and data integration engine, will also enable an open architecture model that helps connect clients to third party technologies and service providers. Key benefits of this partnership include: 1 – Accelerated transformation and time to value, 2 – Increased oversight and control over operations, 3 – Flexibility to integrate with third parties and retain strategic agility. ↗

Clearwater Analytics and TreasurySpring form platform integration for fixed-term cash management. This new integration connects CWAN’s investment management platform with over 1,000 cash investment products from TreasurySpring, helping institutional clients manage surplus cash with defined maturity requirements. This integration enables institutional clients to: 1 – Streamline operations through automated settlement and real-time reporting within CWAN’s investment accounting framework. 2 – Enhance visibility with integrated position reporting across multiple currencies and counterparties. 3 – Mutual clients can utilize Clearwater’s investment accounting capabilities alongside TreasurySpring’s suite of Fixed-Term Funds, across eight currencies, allowing users to deploy surplus cash while maintaining transparency and control. ↗

Canoe Intelligence and Confluence partner to streamline institutional portfolio analytics and reporting. This partnership integrates Canoe Connect and Canoe Intelligence with Confluence PARis — Portfolio Analytics and Reporting Information System. The collaboration delivers an AI-powered, end-to-end data automation workflow for asset allocators and asset owners managing alternative portfolios. By connecting Canoe’s document collection and data extraction with Confluence PARis’ analytics and reporting capabilities, the integration automates the aggregation of alternative investment data, accelerates plan analysis and enables reporting. The partnership includes a fully automated data integration between the two platforms, allowing Confluence and Canoe to deliver a seamless user experience for shared clients. Confluence will also launch a version of the solution that will be available directly to its clients via the PARis interface. The integrated solution enables clients to: 1 – Automatically collect, extract and validate investment data from alternative asset managers. 2 – Gain a low-to-no-touch data workflow that feeds directly into the PARis platform, streamlining performance reporting and delivering operational efficiencies. 3 – Conduct performance, attribution, and peer-benchmark analysis within PARis. 4 – Generate standardized or custom reports using more than 200 pre-built templates. 5 – Support all plan structures via the automated integration. ↗

SS&C expands transfer agency relationship with Allspring Global Investments. Under the extended agreement, SS&C will provide investor servicing to Allspring’s Institutional Liquidity business, which manages $228 billion across five money market funds. Allspring already leverages multiple SS&C solutions, including transfer agency services supporting its mutual funds, digital investor servicing capabilities, automation solutions, and accounting services. As part of the expanded scope, SS&C will also manage regulatory compliance with Blue Sky state securities laws and support distribution across Allspring’s Institutional Liquidity portfolio, helping streamline operations while enhancing regulatory oversight and investor engagement. ↗

Mackenzie Investments partners with SEI to expand US institutional presence. SEI Trust Company will serve as the trustee of four newly launched CITs. The CITs are designed to provide defined contribution and defined benefit plans with streamlined access to Mackenzie’s Global Quantitative Equity team’s quantitative investment approach. By appointing STC as trustee, Mackenzie combines its global investment management acumen with SEI’s operational scale and fiduciary capabilities to meet the growing demand for flexible investment vehicles among US institutional investors. The four strategies now available through the CIT structure include: 1 – Mackenzie Quantitative International Large Cap CIT, 2 – Mackenzie Quantitative International Small Cap CIT, 3 – Mackenzie Quantitative US Small Cap CIT, 4 – Mackenzie Quantitative Emerging Markets All Cap CIT. ↗

BC Partners expands collaboration with Allvue with new AI Document IQ solution. Allvue’s new solution streamlines portfolio monitoring and financial spreading by combining AI-enabled data extraction technology with human quality assurance, delivered as a fully managed service. Document IQ benefits BC Partners’ clients by providing: 1 – Replacing manual data collection with AI-powered data extraction and human quality assurance supports confidence and trust in the financial reporting provided by BC Partners. 2 – Eliminating manual data entry shortens reporting cycles and frees credit analysts to focus on high-value work—reviewing deals, identifying opportunities, and delivering timely insights to investors. 3 – A unified ingestion schema ensures data is consistently processed and structured, leading to standardized and transparent reporting across funds and investment vehicles. ↗

PPB enhances technology in Private Investments Exchange as it upgrades technology by using Delio. PB Capital Partners is an alternative investment platform that connects wealth advisors to private markets solutions, with PIX — the Private Investments Exchange, PPB’s technology platform. This enhancement to PIX allows advisors to explore, transact, and monitor private market strategies efficiently. Advisors will gain access starting next month and will experience an upgraded digital environment. By using Delio’s technology, advisors will benefit from: 1 – Efficient workflows. 2 – Streamlined end-to-end subscription processes with automated data sync that reduce errors and accelerate completion. 3 – Enhanced Transparency. 4 – Real-time dashboards, multi-level portfolio views, and improved subscription tracking provides advisors with clear insights. 5 – An adaptive interface, 6 – Tailored workflows and enhanced navigation delivers an enhanced user experience. ↗

NEW CLIENTS

Generali Deutschland AG selects Clearwater Analytics to modernize and scale investment operations unit-linked fund business. Under a multi-year agreement, Generali Deutschland will consolidate portfolio management, order execution, and reconciliation on CWAN’s front-to-back investment management platform. The unified deployment will provide real-time data, standardized processes, and automated controls across all ULF subsidiaries, replacing fragmentation with an operating model built for agility, transparency and efficiency. This gives insurers the ability to adapt to regulatory change while managing capital inflows into ULF, processing high volumes of transactions, and streamlining the management of underlying funds. ↗

VanEck adopts SUBSCRIBE to expand access to its Digital Assets Alpha Fund. The Digital Assets Alpha Fund is an investment solution for the wealth management community. ↗

Heritage Holdings leverages Canoe to automate and streamline alts processes. Heritage is a Modern Investment Office designed to help families and entrepreneurs preserve and grow their legacy. Through access to alternative investments, portfolio construction, and integrated wealth planning, Heritage delivers a unified investment experience. The Canoe team is working with Heritage to provide their clients with automated document collection and streamlined data extraction processes for their alternative investments. ↗

Curi Capital adopts SUBSCRIBE Alternative Investment Platform to support their alternative investment operations. Curi Capital is a Chicago-based financial advisory firm with approximately $14 billion in assets under advisement. The move will provide efficiencies for the investment management, wealth management, and family office divisions of the firm across the entire lifecycle of implementing a private fund investment – including investor onboarding, fund subscriptions, and digital administration of post-trade tax document tracking, capital call management, cash flow reconciliation. ↗

Saltus selects SS&C to streamline operations. SS&C Technologies has formed a long-term agreement with Saltus, a UK wealth management firm, to streamline its technology and operating model as the business continues to scale. Saltus selected SS&C Hubwise to deliver a single, integrated wealth management platform supporting its growing adviser and client base. Saltus currently manages more than £9 billion in assets, which will be serviced on the new platform. Designed to scale and adapt with Saltus, the platform leverages SS&C’s proprietary automation tools to enhance efficiency and improve client reporting and data management. SS&C Hubwise enables processing, simplifying portfolio management and providing fast account servicing. By migrating to a single, integrated platform, Saltus aims to strengthen operational resilience, establish a scalable cost base, and give advisers real-time access to the data and tools required to deliver consistent outcomes for users. ↗

J.C. Flowers & Co. selects Chronograph to power its portfolio monitoring capabilities bringing automation to data collection, reporting, and analysis. J.C. Flowers is a private investment firm dedicated to investing globally in the financial services industry. Founded in 1998, the firm has invested more than $18 billion of capital, including co-investment, in 72 portfolio companies in 19 different countries. ↗

Project A selects Quantium to centralize finance operations, reporting, and investor communications. By implementing Quantium’s full product suite – from fund accounting, portfolio monitoring, reporting dashboards and analytics, to investor communications, Project A has unified its data ecosystem into a single source of truth. The result is a transparent and collaborative workflow across their back- and middle-office departments. With Quantium’s automation and integration capabilities, Project A can now: 1 – Save weeks of manual effort with quarterly reports directly generated from fund accounting data, 2 – Link portfolio, fund, and investor data for real-time insights, 3 – Provide LPs with access to up-to-date performance information via Quantium’s investor portal, 4 – Run one-click exports of accounting data for DATEV, seamlessly connecting two fund systems. These improvements have not only reduced operational risk and manual workload, but have also improved Project A’s overall LP experience through fast and transparent communication. ↗

OFFICE & PERSONNEL

G2 welcomes Alexis Zheng as Chief Product and Technology Officer. Zheng has spent over a decade building machine learning-powered products at scale for tech brands, holding leadership roles at LinkedIn, Uber, Grab, and Cruise. Most recently, she served as the Vice President of AI Product Management at Hewlett Packard Enterprise. ↗

Mosaic welcomes Christopher Bailey as its founding Head of Security. Prior to Mosaic, Bailey built and scaled security programs at companies including Diligent, Oscar Health, and Merge, where he managed teams across IT, GRC, Platform and Product Security, Incident Response, and Privacy. Bailey’s work focused on enabling secure product development, meeting enterprise requirements, and ensuring trust at scale. ↗

Bain & Company appoints Jamie Cleghorn as new Global Head of its Customer practice. As Global Head of Customer, Cleghorn will lead Bain’s team focused on accelerating client value creation by deepening relationships with C-suite leaders, advancing Bain’s suite of growth solutions, and scaling the firm’s AI and digital capabilities. His work will help clients build modern front office growth capabilities—creating technology-enabled pathways to sustained revenue performance. Under Cleghorn’s leadership, the practice will accelerate innovation in customer led growth, helping clients embed AI into their operating models to maximize customer value. Based in Chicago, Cleghorn brings prior experience in customer-centric growth and commercial transformation. Over the past 15 years, he has played a central role in building Bain’s Commercial Excellence Solution, helping clients transform revenue operations and improve performance across marketing, sales, pricing, and go-to-market. Cleghorne succeeds Darci Darnell who has led Bain’s Customer practice for the last seven years. ↗

Mike Zubairov joins Assette as its new Director of Sales. Zubairov brings more than a decade of experience in financial technology and investment management solutions, with a track record of helping firms modernize their approach to data, reporting, and client communication. Most recently, Zubairov was the Enterprise Sales Director at Duco. ↗

Broadridge appoints Trish Mosconi and Chris Perry to its Board of Directors. Following their appointment, Broadridge’s expanded Board will consist of 10 members, eight of whom are independent. Mosconi will serve on the Audit and Compensation Committees of the Board. Broadridge also announced that Brett Keller, director since 2015 and member of the Audit and Compensation Committees, has notified the Company of his decision to resign from the Board, effective April 30, 2026. Mosconi is a Senior Advisor to chief executive officers and boards of directors in the financial institutions, payments, fintech, digital transformation, and artificial intelligence industries at Boston Consulting Group. Perry joined Broadridge in 2014 and has served as the Company’s President since 2020. Previously, he served as the Company’s Corporate Senior Vice President, Global Sales, Marketing and Client Solutions from 2014 to 2020. Perry leads Broadridge’s overall growth strategy, revenue and profitability along with overseeing the Company’s international expansion, corporate development and impact activities globally. ↗

Laurent Martini Joins Anaplan as Managing Director of the Company’s EMEA Go-to-Market Organization. Martini will be responsible for accelerating revenue growth and strengthening the company’s position in EMEA, helping Anaplan customers in the region make smart business decisions. Upon his arrival on February 16, Martini will report to Greg Randolph, president and chief revenue officer, and become a member of Anaplan’s Executive Committee. Martini brings over two decades of software industry experience to Anaplan. He joins from Splunk, where he served as vice president of EMEA sales. Prior to Splunk, Martini led a hyper-growth phase at Pure Storage as managing director for France. He also held multiple leadership positions at Symantec, including country manager for France. ↗

Envestnet appoints Jonathan Linstra as Chief Growth Officer. Linstra joins Envestnet’s executive leadership team reporting to Chris Todd, Chief Executive Officer, leading growth priorities across sales execution, revenue generation, and advisor engagement. In this role, Linstra brings unified leadership to key growth motions, harmonizing distribution, pipeline discipline, and go-to-market execution to drive growth across Envestnet’s enterprise, Tamarac, and MoneyGuide platforms. This role operates in close partnership with Envestnet’s enterprise and RIA relationship management organization, led by Andrew Stavaridis, Chief Relationship Officer, who continues to report to Todd and is responsible for driving growth, expansion and revenue of the firm’s existing client base. Linstra brings over 25 years of experience in driving revenue, distribution, and advisor engagement for global asset management and wealth technology firms. He most recently served as Managing Director of the Americas for Morningstar Wealth, overseeing revenue generation and distribution for its investment management business. Previously, Linstra held senior leadership roles at State Street Global Advisors, including Managing Director and Head of ETF Model Portfolios & Advised Solutions. Earlier in his career, Linstra held sales and distribution leadership positions at Janus Henderson Investors, Rydex Investments, Curian Capital, and Van Kampen Investments, and served on the Board of Governors for the Money Management Institute. ↗

Breeanna Triplett starts new role as Associate Director of Revenue Operations at Alias Intelligence. Until recently, Triplett was a Senior Pricing Analyst at DISA Global Solutions. She also spent 3.5 years at InformData. ↗

Bunch unveils new hires across the company. Some of these new employees are: Clifford Norton – Commercial Director. Shraddha Kandpal – Engineering Manager. Temen Cilento – Customer Success Manager. Ivo Albrecht – Analytics Lead. Can Alici – Analytics Manager. ↗

ShareVault achieves ISO 42001 Certification. ISO 42001 is designed to ensure organizations deploying AI systems do so safely, ethically, and in alignment with evolving global regulatory expectations. For ShareVault users, this certification provides independent, third-party validation that AI-powered features within the platform are governed by audited controls. The ISO 42001 certification applies to all AI-powered capabilities within ShareVault, including: 1 – Optical Character Recognition, 2 – AI-powered redaction, 3 – Document chat and search, 4 – Automated translation. Each capability underwent formal risk assessment and independent validation covering bias mitigation, human oversight, monitoring, accuracy safeguards, and appropriate use. ↗

Northern Trust appoints Katie Pries as Country Executive for Canada. As Country Executive, Pries will oversee the growth and management of Northern Trust’s business in Canada, including relationships with clients, prospects, and regulators. She will serve on the Canadian Management Committee, continue as a member of the Canadian Board, and report to Asset Servicing leadership. Pries previously served as president and CEO of Northern Trust Canada from March 2020 to May 2025 before moving to a global corporate role leading financial crimes strategy and delivery for Northern Trust, responsibilities which she will continue to oversee in her new role. She succeeds Jeff Alexander, who has left Northern Trust to pursue other opportunities. Pries brings previous experience to her role, having served as chief risk officer for Asset Servicing, director of client services for Northern Trust Asset Management and in senior institutional client service positions since joining Northern Trust in 1989. ↗

Patrick Bendon joins FINTRX as Director of Sales. Until recently, Bendon was the Senior Director, Business Development at PitchBook Data. ↗

Nathalie Wallace joins SESAMm Advisory Board. Wallace brings more than 20 years of experience in investment management, sustainability strategy, and executive leadership. She previously served as Chief Sustainability Officer at Edmond de Rothschild, where she contributed to the firm’s sustainability strategy across asset classes. Prior to that, Wallace was Global Head of Sustainable Investment at Natixis Investment Managers, where she was a member of the executive, investment, and seed committees, chaired the CSR–Sustainable Investment committee, and served on the boards of Mirova and Ostrum Asset Management. Earlier in her career, she was Global Head of Strategy and Business Development at Mirova. As Senior Advisor to SESAMm, Wallace will support the company’s strategic direction, bringing her perspective on sustainable finance, investor expectations, and the role of data and AI in risk analysis and investment processes. ↗

ERM appoints Bill Theofilou as Executive Chair. Theofilou has previous executive and non-executive expertise across consulting, advisory services and other sectors. He founded and led Axia, a US-based strategy consulting firm, until its acquisition by Accenture in 2015, and subsequently spent eight years as a Senior Managing Director leading Accenture’s global CEO advisory practice. As Executive Chair, Theofilou will work closely with ERM’s Board, executive leadership team and global partners to help shape the firm’s strategic direction to support ERM’s growth initiatives and evolution to meet the needs of its global client base. ↗

VENDOR RESEARCH & WHITEPAPERS

Alias Intelligence has a new blog, “Behind the Curtain: How Investigators Actually Confirm Information”. Alias states that confirmation is rarely straightforward, and in due diligence, it’s often the most time-consuming and critical part of the entire process. In this blog, Alias provides five steps to confirm that a record belongs to the right individual or entity. ↗

Finster AI has a new blog, “Why now is a good time to be a Junior in Investment Banking”. In this article, Finster AI make a case for why graduates should be optimistic about what is to come, and why people should be more enthusiastic than before to join an investment bank. ↗

Altvia has a new blog, “If You’re Chasing Data, You’re Already Behind: 5 IR Mistakes Slowing You Down (and How to Fix Them)”. Altvia feels that most IR teams are still running on tools and processes built for a different era, which creates stress for analysts, slow responses for LPs, and credibility risk for the firm. In this blog, Altvia provides 5 IR workflow mistakes that can slow you down (plus how to fix them). ↗

AWARDS

The Winners from the With Intelligence Private Asset Management Awards 2026 have been revealed. Winners from PE Stack’s Vendor Profiles include:

Best AI implementation – Canoe Intelligence
Best alts solution for private wealth firms – Stepstone Private Wealth Solutions
Best general ledger system – FundCount
Best high net worth investment platform – iCapital
Best multi-asset class portfolio management system – Venn by Two Sigma
Best private bank – JPMorgan

Congratulations to all the Winners. ↗

The Winners from the Swiss WealthBriefing Awards 2026 have been announced. Winners from PE Stack’s Vendor Profiles include:

Data Provider – FactSet
Client Accounting System – FundCount

Congratulations to the Winners. ↗