NEW & UPDATED PRODUCTS
Backstop launches new Explorer Suite with Activity, Product, and Deal Explorers. Built within Backstop’s investment management software platform, Explorer Suite gives investment, IR, and advisory teams access to the information that drives decisions, strengthens relationships, and accelerates progress. 1 -Activity Explorer: Every interaction in one place – For GP teams who rely on communication to drive relationships and outcomes, Activity Explorer organizes every email, call, meeting, and note in a single, searchable hub. 2 – Product Explorer: Visibility into your products and portfolios – For IR teams responsible for communicating performance and managing product universes, Product Explorer delivers a centralized view of every vehicle and portfolio. It’s built for teams who need to move seamlessly between research, analysis, and client engagement. 3 – Deal Explorer: Direct investment pipeline – For GP deal teams and who need to evaluate opportunities, Deal Explorer centralizes every stage of your pipeline in one view. It functions as a deal flow management tool that centralizes the entire deal lifecycle, from sourcing through approvals. ↗
Mend.io introduces Contextual Project Classification enabling risk-based security prioritization. Contextual Project Classification is an AI-native feature that automatically analyzes your codebase to identify which applications handle sensitive data like payments, healthcare records, and PII. By analyzing function names, imports, classes, and code behavior patterns, Contextual Project Classification automatically identifies which projects handle: 1 – Payment processing: Credit card transactions, billing systems, financial data, 2 – Healthcare data: Patient records, medical information, HIPAA-regulated content, 3 – Personal information: User profiles, authentication systems, PII storage. Contextual Project Classification is now available in Mend Forge. ↗
Hazeltree’s Trust Center is live. Trust Center is a centralized resource where clients, prospects, and partners can access Hazletree’s security posture, compliance documentation, and privacy practices. ↗
LSEG’s Post Trade Solutions launches TradeAgent. TradeAgent is a new post trade processing platform that leverages modern technology to help industry participants reduce costs and risks associated with cleared and bilateral derivative processing, for equity and interest rate swaps, by standardizing the full post trade lifecycle. TradeAgent delivers enhanced post trade processing by providing clients access to centralized data that drives standardization and automation across workflows. By bringing the benefits of cleared workflows to the bilateral derivatives space, TradeAgent enhances accuracy in cashflow calculations, prevents breaks and valuation disputes, and mitigates counterparty and funding risk through centralized margin and settlement services. The result is a reduction in operational risk and end-to-end processing costs. ↗
SS&C Technologies publishes new Enterprise AI Governance Framework, calling on the industry to adopt open standards for the deployment of agentic AI in regulated environments. SS&C’s framework has principles covering: 1 – Portability: the ability to replace any model, tool, or workflow component without rebuilding the systems around it, 2 – Build-time auditability: a permanent record at every workflow node’s design, including decisions, alternatives, and approvals, 3 – Runtime observability: continuous monitoring of what the system does in production, compared against intended design, 4 – Data sovereignty: geographic and regulatory constraints on data processing from design through execution, 5 – Operational resilience: pre-validated alternatives at every node to ensure model deprecations, provider changes, or contract restrictions do not cascade into system-wide failures. ↗
Mend.io introduces System Prompt Hardening, which is a new feature that protects system prompts. System Prompt Hardening is Mend.io’s new capability that defends the hidden instructions that control how AI systems behave. Unlike user-facing prompts, system prompts live behind the scenes, and when attackers manipulate them, the result can be data leaks, policy bypasses, or unsafe model behavior. System Prompt Hardening stops those attacks at the source and gives security, engineering, and risk teams an auditable way to secure AI in production. System Prompt Hardening treats system prompts as a security concern, detecting adversarial inputs, preventing manipulation, and creating evidence you can show auditors and risk teams. System Prompt Hardening is available for early access to enterprise customers. ↗
DEAL ACTIVITY
S&P Global completes acquisition of Enertel AI Corporation. Enertel AI is a company specializing in AI and machine learning-driven short-term power price forecasting for North American electricity markets. These new capabilities will join S&P Global’s Energy division, offering benchmarks, historical price data and strategic forecasts. With the addition of Enertel AI Corporation, S&P Global Energy now delivers real-time, AI-powered nodal price forecasts and decision tools that physical power traders, utilities and asset operators rely on. ↗
iCapital acquires Hexure to create annuity and insurance technology platform. Hexure provides digital and AI-powered sales automation solutions for insurance, financial services, and wealth management industries. This acquisition delivers a single operating system that supports the full lifecycle, from discovery and education through order entry and post-sale servicing. iCapital can now merge its annuity marketplace, education, and investment lifecycle management solutions and tools with Hexure’s e-application, illustration, and post-sale workflow technology. Hexure’s FireLight digital sales platform and ForeSight illustration technology will be integrated into iCapital’s platform, expanding annuity and life insurance support at scale. Hexure’s products, teams, and partnerships will continue to serve carriers and distributors, supported by iCapital’s platform and resources. ↗
Madison Pacific is transitioning to Kroll. Madison Pacific is joining Kroll’s Agency and Trustee Services practice, bringing together Madison Pacific’s regional experience with Kroll’s global platform to support clients across Asia Pacific. Clients can expect continuity of service with access to capital markets capabilities across the full deal lifecycle. ↗
MSCI acquires Vantager to expand AI-powered capabilities across the private markets investment lifecycle. This acquisition enhances MSCI’s capabilities to service the private markets investment lifecycle from the pre-investment diligence stage to post-trade through its suite of analytics and benchmarking solutions. Vantager’s platform helps automate early-stage diligence by generating AI-powered reports and standardized outputs to support decision making for investors, including asset owners, wealth managers, fund of funds, and secondaries. The terms of the transaction were not disclosed, and the financial impact of the transaction is not expected to be material to MSCI. ↗
Salesforce commences the prepayment and initial delivery of approximately 103 million shares under its previously announced $25 billion accelerated share repurchase agreements. This transaction represents the immediate execution of half of the $50 billion aggregate Share Repurchase Program authorized by Salesforce’s Board of Directors in February 2026. Salesforce has entered into ASR agreements with Banco Santander, Bank of America, Citibank, JPMorgan Chase Bank, National Association, and Morgan Stanley. The initial delivery of 103 million shares represents approximately 80% of the total shares anticipated to be repurchased, based on the closing price of Salesforce’s common stock on March 11, 2026. The final number of shares to be repurchased will be determined generally by the average price of Salesforce’s common stock during the term of the transaction, less a discount and subject to adjustments. Final settlement is expected to occur in the third or fourth quarter of Salesforce’s FY27. ↗
PARTNERSHIPS & INTEGRATIONS
Addepar welcomes Pontera to its Premier Partner Program. Pontera has entered into a strategic partnership with Addepar, strengthening its integration across a shared ecosystem of wirehouses, broker-dealers and RIAs. Pontera integrates with Addepar to enable performance reporting and automated fee billing for held-away accounts. Using daily file delivery, Pontera sends balances, positions, transactions, securities, and pricing data so advisors can run reporting and billing within Addepar. ↗
Northern Trust extends global relationship with First Sentier Group. First Sentier Group has transitioned two US mutual funds onto Northern Trust’s Datum One Series Trust, expanding the firms’ relationship and supporting First Sentier Group’s US mutual fund strategy. Through Datum One Series Trust, Northern Trust provides custody, fund accounting, fund administration, transfer agency, legal and regulatory support, and board governance services for First Sentier Group’s US mutual funds. ↗
Treble Peak forms partnership with Montagu. Montagu is a European private equity firm, that focuses on mid-market buyout transactions, with a particular specialty in carve out transactions. Treble Peak will provide Montagu with distribution services for their latest fund. ↗
Gain is now available on the Bloomberg Terminal. Bloomberg Terminal clients can now access Gain’s insight reports, on the Bloomberg platform. By bringing Gain’s research reports into Bloomberg, clients can incorporate these insights into their research and investment processes on the Terminal to help surface intelligence and strengthen decision-making. ↗
The Morgan Stanley ELTIF is now available on portagon next. Now, all connected partners can use the fund and store it via the portagon private markets custody account. For investors, this integration can help simplify portfolio construction and increase diversification. ↗
S&P Dow Jones Indices licenses S&P 500 to Trade[XYZ] for perpetual contracts on Hyperliquid. XYZ is a provider of real world asset markets via perpetual derivatives on Hyperliquid, a decentralized trading-focused blockchain. This collaboration represents the first time eligible, non-US investors can gain leveraged exposure to the S&P 500 through a digitally native product designed for 24/7 trading on a decentralized platform. This collaboration extends the S&P 500’s liquidity ecosystem on-chain, making the benchmark available around the clock. ↗
Informatica expands Microsoft collaboration with open mirroring support for Microsoft Fabric and geographic expansion for Microsoft Azure. This expanded partnership includes general availability of support for Informatica Intelligent Data Management Cloud for Microsoft Fabric Open Mirroring, as well as the launch of a new Microsoft Azure-based IDMC point-of-delivery (pod) in Switzerland. These enhancements expand customers choices and simplifies how Azure customers can better ingest, manage, and govern data across Azure and Microsoft Fabric. Informatica’s establishment of a new IDMC Azure pod in Switzerland is available in March 2026. The new pod delivers the full suite of Informatica cloud data management capabilities on Azure, including serverless integration as an Azure Native Service and AI-enhanced data, data governance, data quality, and data management. ↗
NEW CLIENTS
Stone Temple Partners selects Asset Class to support its client onboarding, reporting, and operational workflows. As the firm expands, Stone Temple Partners sought technology capable of centralizing its operational processes. With Asset Class, Stone Temple Partners will digitize client onboarding, streamline capital activity workflows, centralize document management, and deliver consolidated reporting through an investor portal across client portfolios. The platform will support consistent operational processes while improving visibility and responsiveness for clients and advisors. By consolidating operational infrastructure within a single environment built on the Asset Class Fund Operating System, Stone Temple Partners will be able to reduce administrative complexity while maintaining oversight across client portfolios, investment activity, and reporting. ↗
Mesirow picks Canoe Intelligence to modernize alts document and data management. Mesirow is an independent, employee-owned financial services firm based in Chicago that has been operating for 89 years. Canoe is working with Mesirow to streamline their alts workflows by automating document collection and data extraction. ↗
Amundi Private Equity Funds selects IQ-EQ France for production of EPT/EMT reports. IQ-EQ France will assist Amundi by producing its European PRIIPs Template and European MiFID Template regulatory reports for its private equity funds. ↗
The Biltmore Family Office is now on Bipsync. Biltmore serves families seeking transparent investing, aligned planning, and accountability that builds generational wealth. ↗
FIS helps Mizuho Financial Group navigate new regulatory reporting requirements. Mizuho Financial Group has chosen FIS Balance Sheet Manager to help manage compliance with revised domestic accounting standards in Japan. FIS Balance Sheet Manager is a balance sheet management solution that offers modelling, scenario and simulation capabilities to implement ALM processes. FIS Balance Sheet Manager provides automation capabilities and can help Mizuho seamlessly handle multiple accounting-related processes after ECL calculation without the need for additional customization. ↗
OFFICE & PERSONNEL
Moonfare appoints Joanna Christie as its Chief Marketing Officer. Christie brings more than 20 years of international marketing experience across technology platforms and global luxury brands. Most recently, she served as Chief Marketing Officer at Treatwell, a European online marketplace and SaaS platform for hair and beauty services, where she led the company’s global marketing strategy, scaling customer acquisition, revenue growth and profitability across multiple markets. Previously, she held senior leadership roles at companies including Lyst, where she was a member of the founding team, and Richemont, where she led global teams and partnerships for the luxury goods group. In her new role, Christie will drive Moonfare’s global marketing strategy and market position as the company continues to expand its platform, broaden its investment offering, and scale its international presence. As part of Moonfare’s Executive Leadership Team, she will report directly to Founder and Co-CEO Steffen Pauls. ↗
Paulina Boltendahl starts new position as Head of Marketing at bunch. Boltendahl has been with bunch with September 2024. She previously spent time at Navan as Marketing Lead DACH for almost three years. ↗
Clearwater Analytics welcomes Sanjoy Chatterjee as Head of Solutions – Asset Owners. Chatterjee brings more than two decades of experience helping institutional investors solve reporting, analytics, and investment operations challenges. He began his career in technology before founding Investment Metrics, the portfolio analytics and client reporting platform later acquired by Confluence Technologies. In this new role, Chatterjee will lead strategy and solutions for asset owners & allocators globally, helping clients streamline operations, enhance transparency, and unlock insights from their portfolios. ↗
Mend.io expands global infrastructure with a dedicated cloud region in India. With local infrastructure now live in India, Mend.io users can move through compliance and procurement cycles with confidence, knowing that their data residency requirements are met. Having in-country infrastructure also opens the door to enhanced collaboration with existing partners and helps Mend.io engage additional integrators across the region. ↗
Valentin Ivanov joins Chronograph as Client Development Director in its London office. Ivanov was most recently at Macquarie Asset Management, where he managed portfolio oversight across renewable energy platforms, following M&A and strategy roles at bp Low Carbon and Strategy&. ↗
Puneet Mulchandani starts new role as the SVP of Product at Affinity.co. Mulchandani joins Affinity from AgencyAnalytics where he was VP of Product. ↗
KEY ESG welcomes Paola Zocchi and Danieck Li to the company as new Business Development Representatives. Zocchi and Li will be working closely with KEY ESG’s prospects and users, helping them understand how KEY ESG can support their sustainability reporting and compliance needs. ↗
VENDOR RESEARCH & WHITEPAPERS
FundCount has a new blog, “Why Today’s High-net-worth Clients Crave Real-time Reporting in their Client Communication”. FundCount observes that high-net-worth individuals tend to be more digitally fluent, more globally connected, and more accustomed to immediacy than the average investor. Real-time reporting has become the baseline they experience everywhere in their financial lives. In this blog, FundCount explains why firms that invest in strong client communication through dashboards and a family office client portal can find it easy to retain trust and stand out. ↗
Altvia has a new blog, “LP Relationships are Built in the Quiet Periods Between Raises”. Altvia states that many firms treat fundraising as a mode they enter and exit. Communication intensifies when the fund is officially in-market, meetings multiply, and materials get polished. By the time a firm formally launches its raise, most LPs carry a quiet bias toward or away from a re-up. Altvia feels that this creates the core tension in how most IR teams operate: their energy concentrates at exactly the moment the outcome is already largely determined. ↗
Clearwater Analytics has a new blog, “Still running your fund on Excel? Here’s what it’s actually costing you”. CWAN feels that most fund managers know they should move off Excel, but very few have actually stopped to calculate what staying on it is costing them in terms of dollars, operational hours, and reputational damage. In this blog, Clearwater analytics goes over what these costs actually mean. ↗
Ark has a new blog, “Who’s Really Looking at Your Fund Data?”. Ark states that since fund data flows across multiple systems, often controlled by entities with competing interests, the challenge shifts from being primarily about technology to being more about data governance. Ark feels that the solution for this is a tech-forward stack as a way to safeguard sensitive information while preserving flexibility and trust. ↗
Bunch has a new blog, “The Data Silo Is Not a Tech Problem – It’s a Structural One”. In this blog, bunch explains why it feels that the real structural problem isn’t the technology. It’s the incentive gap between who makes the decision to change and who lives with the consequences of not changing. ↗
AWARDS
The Winners of WealthBriefing European Awards 2026 have been announced. Winners from PE Stack’s Vendor Profiles database include:
On-Boarding – Atfinity
Innovative Wealthtech Solution B2B – Addepar
Best Technology Outsourcing Solution – Alkymi
Change Management Process/Best Implementation of a Technology Solution – In House – Canoe Intelligence
KYC & AML Solution of the Year – Titanbay
Chief Executive Officer – Canoe Intelligence
Congratulations to all the Winners. ↗
iCapital wins the “World’s Best Technology Provider for Wealth Management” award at the Euromoney Private Banking Awards ceremony. ↗
Juniper Square named Financial Technology Company of the Year at this year’s GrowthCap Forum NYC Awards Night. ↗
