NEW & UPDATED PRODUCTS
4Degrees introduces Document Intelligence. With Document Intelligence, users upload a document, and 4Degress’ AI extracts the key data points and suggests the fields they belong in. The team can review every suggestion, correct anything that needs it, and apply the values with a single click. The result: 1 – less manual data entry, 2 – clean CRM data and 3 – fast deal intake. ↗
Intelligo launches the Intelligo Compliance MCP Server. Intelligo’s new MCP server is designed to embed due diligence directly into AI workflows used by LPs and other institutional investors. The Intelligo Compliance MCP Server enables institutional investors to integrate verifiable compliance controls natively with agentic AI environments. The Intelligo Compliance MCP Server allows automated workflows to trigger verified background checks, enforce firm-specific thresholds, and generate audit-ready compliance records, while preserving existing processes. ↗
Mosaic introduces Credit View, a purpose-built dashboard that brings a credit investor’s perspective directly into the LBO. What is new: 1 – Credit-First Dashboard: The Summary tab now adapts to credit underwriting. Instead of IRR and MOIC, Mosaic highlights Entry Levered Free Cash Flow to Debt, Entry Loan to Value, and the full projected deleveraging trajectory. 2 – Credit Case Comparisons: Within Mosaic’s Case Manager, every scenario can now be analyzed through a credit lens. Compare debt paydown, leverage evolution, cash flow generation, and coverage metrics side by side. 3 – Credit Sensitivity Analysis: The Sensitivity tab now flexes key credit metrics including Fixed Charge Coverage Ratio, Interest Coverage Ratio, and Levered Free Cash Flow across purchase price, leverage, margin, and interest rates. ↗
ValueWorks launches new AI Assistant. The AI Assistant includes these features: 1 – Digital Data Twin with defined data products — “customer,” “product,” “employee,” and more. 2- Semantic description of the data twin — so the AI understands your business language. 3 – KPI driver tree mapping — enabling real root cause analysis, not just surface-level answers. 4 – Role-based authorization concept — the right data, for the right person, every time. 5 – MCP Server with memory. ↗
FIS unveils AI assistant to ease risk models management. The Insurance Risk Suite AI Assistant is a generative AI tool that instantly answers questions about building and maintaining risk models, in any language. The FIS Insurance Risk Suite AI Assistant acts as a 24/7 expert, eliminating hours of manual searching and helping actuaries build resilient models. The result is insurers can price policies more competitively while maintaining profitability and detect emerging risks earlier. The AI assistant’s capabilities are expected to expand to include code writing and improvement, automated documentation, run descriptions and detailed explanations of calculations and errors. ↗
Position Green launches financial calculator for climate-related investments. Position Green has launched a new, publicly-available calculator that models the financial upside of climate investments, in areas such as return on investment, net present value, payback period, carbon tax savings, and emissions impact. The calculator enables sustainability professionals to track the financial implications and outcomes from climate initiatives, modelling real business scenarios and enabling users to test cost and savings drivers, quantify financial and carbon impact, and support internal decision-making processes, including budget approval discussions and strategic planning. ↗
Addepar unveils Addison, an AI experience built to deliver actionable intelligence across investment workflows. Addison, which is built on Addepar’s unified data foundation, amplifies Addepar’s core capabilities that help investment professionals across portfolios, data and workflows. Using natural language, firms that opt-in can analyze portfolio information including performance drivers, exposures and liquidity to turn questions into contextual answers. Addepar plans to add more capabilities including proactive insight delivery enriched with context and cited sources, as well as agentic workflows to streamline data operations, client intelligence and client management workflows, from data remediation to analytics, forecasting and reporting. ↗
LSEG launches new suite of ESG scores and sustainability analytics to enhance transparency for global markets. LSEG’s new ESG scores measure how effectively companies manage material ESG risks and opportunities across 12 Themes, aggregated into three Pillars and an Overall ESG Score. The new scoring framework introduces threshold-based scoring levels, capping metrics and performance analytics, ensuring companies are rewarded for implementing strategic ESG initiatives and demonstrating verifiable sustainability progress. The new suite of ESG scores and sustainability analytics are designed to provide insights to global financial markets through enhanced transparency, comparability and analytical value. ↗
Nasdaq intends to launch an equity token design to engage public issuers, investors, and market participants. This new approach to tokenizing equities puts public companies at the center of ownership rights, the investor experience, transparency, and governance. Nasdaq will facilitate the tokenization of equities, allowing public issuers to have control over their shares in tokenized form. This also aims to introduce programmable investor engagement that modernizes the connection that issuers have with investors, as it relates to proxy-related actions, corporate actions, and governance rights. Nasdaq’s equity token design intends to preserve the fundamental principles and benefits of regulated market infrastructure that ensures liquidity, investor transparency, and market integrity. ↗
Tegus by AlphaSense expands service offering to offer AI-Led Expert Calls. AI-Led Expert Calls turns expert research into a scalable source of intelligence. By conducting calls on the investor’s behalf, teams can assess a universe of companies, increase call volume per target, and capture insights in a structured format. This accelerates learning cycles, sharpens investment conviction, and uncovers patterns across perspectives that improve investment judgment while allowing investors to focus on high-value work. This solution is built to think and act like an analyst, leveraging primary and proprietary content from the AlphaSense platform. With AI-Led Expert Calls, users can: 1 – Eliminate friction from traditional research workflows, unlocking capacity for decision making. 2 – Extend primary research capacity across the entire portfolio. 3 – Scale expert call volume that aligns with compliance requirements. 4 – Eliminate tool switching and workflow disruption. ↗
73 Strings launches Insights Reporting: Agentic AI for portfolio reporting. This new feature enhances live portfolio intelligence into structured and auditable reports. With Insights Reporting, investment teams can: 1 – Generate reports with charts, tables, visuals and narratives. 2 – Produce standardized outputs from validated portfolio data, 3 – Trust insights with traceability to underlying data and calculations. 4 – Create reports in seconds, saving days of manual work. ↗
Verity unveils recent updates to VerityRMS. This recent update provides AI access, connected research capture, & earnings workflows. 1 – Query VerityRMS from AI tools through MCP (Beta): The MCP server introduces a new way for compliant AI tools to engage with VerityRMS research. AI clients like ChatGPT and Claude can query internal notes, attachments, and metadata using natural language, giving teams a practical way to explore their own research corpus. For firms with strict security requirements, VerityRMS also supports routing AI requests through a custom domain, keeping data on your own infrastructure while still taking advantage of AI capabilities within the platform. 2 – Research Capture expanded with OneNote integration: The OneNote integration brings working notes into VerityRMS on a regular schedule, preserving structure, attachments, and formatting so teams can build on their work without re-entry or reconstruction. 3 – Search, summaries, and export improvements: Recent enhancements to search and filtering help teams find the right research as libraries grow. Keyword search, Boolean logic controls across tags and filters, linked object filters, and improved discovery tools support retrieval across large research repositories. AI summaries now incorporate content from attachments alongside note text, and extracted text is available through APIs and export workflows. These capabilities support reporting, recurring analysis, and integration with downstream tools without duplicating effort. ↗
Dealroom.co introduces new “out of stealth” filter on its platform. With the “out of stealth” filter, users get notified any time there’s a new match. Users can also layer on top any other geographic, founder or sector filters and hook it up to their crm for seamless workflow. ↗
Apliqo releases Apliqo UX 2026.02. With this release, all core functionalities previously available in the legacy versions are now fully supported. Key highlights of this release include: 1 – Guided report creation: A redesigned creation flow walks users through structure, data source, and layout selection from the start, reducing setup time and configuration effort. 2 – Report bursting: End users can now browse, execute and monitor their own assigned burst tasks, with access controlled through security groups and a dedicated audit log for administrators. 3 – New dashboard widgets: Three new building blocks, including a Slicer, UX Navigation cards, and an interactive Org Chart, extend what teams can build without writing custom code. ↗
S&P Global launches DataXchange and AmendX to enhance private credit and syndicated loan management. As part of S&P Global Market Intelligence’s Lending Solutions portfolio, these integrated offerings provide enhanced security and support both digital and analog processes to accommodate lender preferences. 1 – DataXchange serves as a centralized platform for agents to deliver syndicated and private loan notices to lenders through a self-managed workflow portal, designed to eliminate notice retrieval and resends. The platform incorporates AI-powered data categorization to automatically tag and organize unstructured documents, while maintaining agents’ preferred formats and operational workflows. DataXchange enhances lender experiences with self-service portals, addresses operational bottlenecks through scalable automation and operates on a no-fee model for lenders that removes traditional access barriers. 2 – AmendX provides a service that manages the full amendment lifecycle from setup through final voting and reporting. The platform centralizes fragmented workflows that typically span emails, PDFs, spreadsheets and phone calls, reducing the time spent on each amendment with full transparency and auditability. AmendX minimizes operational risk through automated workflows with audit trails, delivers time savings by reducing weeks of manual processing and offers end-to-end amendment lifecycle management with scalable design supporting high-volume and complex activity. AmendX integrates with Debtdomain, S&P Global’s loan market solution that provides investor insights, streamlines operations and automates tasks like covenant tracking. ↗
Tablecloth.io rolls out new home page. The new home page highlights progress you’ve already earned, surfaces what’s most important next, and makes it easy to keep momentum as priorities shift across people and portfolios. Users can also see timely updates and resources in their Activity Feed. ↗
DEAL ACTIVITY
Bite Investments acquires Untap to expand fund intelligence, portfolio management, and investor reporting capabilities. By integrating Untap’s capabilities, Bite Stream expands across: 1 – AI-driven fund intelligence and portfolio visibility, 2 – value-creation and KPI tracking, 3 – ESG data collection and reporting, 4 – investor reporting and transparency, 5 – investor onboarding and communications. Both platforms will continue to support existing clients as the integration progresses. ↗
Carta acquires ListAlpha. With this acquisition, Carta is adding a CRM to its ERP for private capital. With Carta’s CRM, funds can manage deal flow, LP relationships, and advisor networks, all on a single platform. And, it’s connected directly into the Carta ERP, which links data and workflows across deal flow, portfolio management, core accounting, and LP management. ↗
MSCI expands multi-asset and alternative index capabilities with acquisition of Compass Financial Technologies. Through this acquisition, MSCI will have the ability to create, calculate and customize multi-asset indexes that integrate global equities, fixed income, commodities, digital assets, currencies and derivatives. Additionally, this enables MSCI to calculate custom indexes that include derivative layers. This expanded opportunity set will allow investors to benchmark risk and performance, create investible products and inform portfolio construction decisions across a range of asset classes. The terms of the transaction were not disclosed, and the financial impact of the transaction is not expected to be material to MSCI. ↗
MSCI also acquires Vantager, which is now the MSCI Private Assets Diligence Platform. Vantager is an AI-native platform that streamlines pre-investment due diligence for institutional private markets investors. 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 is designed to serve investors in private markets by enabling them to evaluate managers, funds, and portfolios with speed, consistency, and confidence. The terms of the transaction were not disclosed, and the financial impact of the transaction is not expected to be material to MSCI. ↗
PARTNERSHIPS & INTEGRATIONS
Chronograph and DealsPlus form partnership to enhance valuations, distribution modeling, and fund reporting. With this partnership, equity values calculated within Chronograph’s portfolio monitoring platform can serve as the input for waterfall simulations and equity valuation workflows in DealsPlus. As a result, finance teams gain an auditable record, from portfolio company performance and valuation to ownership and distribution modeling. ↗
73 Strings and CohnReznick partner to advance tech-enabled valuation model. CohnReznick is now a 73 Strings Accredited Service Provider, expanding how the firm supports GP clients through an enhanced valuation delivery model. By combining CohnReznick’s valuation services with 73 Strings’ platform, objective and recurring processes can be handled efficiently and consistently. This frees valuation professionals to focus on: 1 – judgement on the hard calls, 2 – defensible narratives and audit-ready evidence, 3 – portfolio insight and high-value client engagement. This alliance also creates an advantage for 73 Strings’ GP client base. When a GP already operates on the 73 Strings platform, CohnReznick can connect directly into the same data environment, reducing duplication, accelerating onboarding, and increasing speed, transparency, and traceability across the entire valuation lifecycle. ↗
Snowden Lane Partners adds MSCI Wealth as integration partner to elevate portfolio management and advisor workflow capabilities. Snowden Lane Partners is an independent, advisor-owned, wealth advisory firm. Snowden Lane will integrate MSCI Wealth Manager into its advisory ecosystem. Snowden Lane adopted MSCI Wealth Manager to provide its advisory team with tools to: 1 – Differentiate their clients’ experiences by providing a base of transparent, multi-asset analytics, risk decomposition tools, and outcome-based investment insights that can be retrofitted to an individual investor’s goals; 2- Compare, align and personalize their clients’ portfolios around recommended asset allocations; 3 – Identify new opportunities by leveraging MSCI’s experience in index construction, factor modeling and private assets coverage; and 4 – Analyze portfolio data from current and prospective clients’ investment statements, which can be uploaded directly to the platform. ↗
Acuity Analytics and Quartr partner to embed earnings call intelligence into Agent Fleet. This new partnership helps investment teams scale primary research by combining Quartr’s company data with Acuity’s analytics platform. By embedding Quartr’s company event data directly into Agent Fleet, clients can deploy analytical agents to summarize earnings calls, identify shifts in management tone and guidance, and compare commentary across companies and sectors—all within workflows designed by financial services practitioners. The addition of Quartr content enables investment professionals to move beyond manual note-taking and one-off analyses, replacing them with repeatable and scalable intelligence embedded directly into research processes. Agent Fleet can be deployed alongside clients’ existing data platforms, allowing Quartr content and analytical outputs to be integrated with proprietary research and datasets. ↗
Northern Trust enters into agreement with Intercontinental Exchange to leverage ICE ETF Hub as the order‑taking platform for its new US exchange-traded funds servicing capability for institutional investors. ICE ETF Hub provides a scalable technology infrastructure that streamlines ETF primary market workflows and connects directly with authorized participants, market makers, distributors, and other participants in the ETF ecosystem. The platform will seamlessly integrate with Northern Trust’s proprietary ETF servicing application. ↗
LSEG and ASX partner to modernize derivatives market trading platform. Australian Securities Exchange and LSEG have entered into an agreement to modernize and upgrade ASX 24’s trading platform. ASX and LSEG Markets Technology will work together throughout 2026 on platform design, testing, migration and participant readiness to ensure a smooth transition. ↗
Bain & Company forms strategic collaboration with IBM to deliver post-quantum cryptography assessment to private equity and corporate clients. Bain & Company will work with IBM on post-quantum cryptography risks and strategic mitigations. This strategic collaboration will provide clients with an assessment of resilience in the post-quantum world. This will enable clients to take mitigation measures and integrate PQC into strategic and operational plans. ↗
Nasdaq and Baton Systems partner to help Nasdaq Calypso clients modernize collateral and post‑trade workflows across traditional and digital assets. Nasdaq and Baton have a shared goal of improving the efficiency of the post-trade ecosystem. Baton brings a digital backbone for settlement, collateral, liquidity and risk, while Nasdaq contributes market infrastructure expertise and a global client base through Nasdaq Calypso. Through this partnership, clients will gain real-time visibility and enhanced control across key risk, inventory, and clearing venues, enabling efficient use of liquidity and collateral as a result of direct connectivity to an expanding network of CCPs. ↗
Addepar partners with Oxford Economics, bringing capital market assumptions directly into Addepar Navigator. Investment teams can now use Oxford Economics’ fcapital market assumptions to build, compare and stress-test portfolio projections, supporting long-term asset allocation decisions and clear investment committee and client conversations. By combining Oxford Economics’ capital market assumptions with Addepar’s unified portfolio data and forecasting capabilities, Navigator helps firms bring macro insight directly into long-term portfolio planning. Oxford Economics’ Global Scenarios Service and Capital Market Assumptions Tool provide an integrated framework to assess how macroeconomic risks translate into asset market outcomes, across countries, regions, and time horizons. The Capital Market Assumptions tool allow clients understand how macro risks shape asset returns. ↗
Clay partners with Beauhurst to provide European companies with contact data, firmographics, and signals. Beauhurst brings to Clay private company data for the UK and Germany. How is Beauhurst helping Clay? 1 – Account Strategy: Users can build account strategy based on unannounced funding data from both grants and private fundraising and understand buying center hierarchies. 2 – CRM cleaning: Apply Beauhurst to fill in gaps in company records, build automated routing logic based on funding, and map complex corporate structures to get clarity on buying centers. ↗
Nasdaq forms strategic partnership with Seturion, Boerse Stuttgart Group’s pan-European settlement platform for tokenized assets. This partnership will advance the modernization of Europe’s post-trade infrastructure. Nasdaq’s European trading venues will connect to Seturion (as will its venues). Issuers, banks, brokers, and investors will benefit from a settlement of tokenized assets while preserving market structures and existing client workflows. ↗
ERM and Ecolumix partner to help clients harness data to enhance EHS performance. Ecolumix is a provider of US environmental, health and safety data intelligence and benchmarking. The ERM and Ecolumix partnership provides EHS leaders with a comprehensive view of their organization’s performance across the US, at enterprise and facility levels and against industry peers, enabling strategic resource allocation that reduces exposure and delivers measurable ROI. Through data-driven insights and EHS program experience, ERM and Ecolumix are helping clients reduce risk, strengthen compliance, drive performance improvements and enhance their reputation in the market. The partners are working on client engagements including: 1 – Measuring facility-level EHS performance and risk across enterprises to identify issues that could trigger regulatory action or affect customer relationships. 2 – Applying Ecolumix performance data to target EHS audits effectively, allowing clients to focus resources on high-risk locations and programs. 3 – Assessing supplier and vendor EHS risks that may impact operations, legal exposure, and brand reputation. ↗
Integrum ESG and GIST Impact partner to deliver biodiversity intelligence for investors. This partnership brings together Integrum ESG’s ESG analytics and workflows with GIST Impact’s asset-level biodiversity and natural capital datasets. Through this partnership, investors will gain access to structured biodiversity datasets covering 20,000+ companies and 3,000,000+ mapped corporate assets. The data supports analysis of ecosystem dependencies, biodiversity footprint and portfolio alignment with the Taskforce on Nature-related Financial Disclosures. Integrum ESG has partnered with GIST Impact to bring biodiversity and natural capital intelligence to the Integrum ESG Platform. Together, investment teams will be able to assess biodiversity exposure, ecosystem service dependencies and nature-related risks across portfolios. Biodiversity and nature intelligence developed by GIST Impact will be made available alongside ESG analytics within Integrum ESG’s Platform, supporting investment teams in incorporating nature considerations into day-to-day decision-making. By aligning biodiversity analytics with existing ESG and climate risk frameworks, the partnership is designed to help asset managers and asset owners embed nature into core investment processes. ↗
Fitch Ratings now available on MSCI Analytics. Fitch Ratings are now available across MSCI’s BarraOne and RiskManager platforms, providing asset managers, asset owners, banks and insurers with direct access to Fitch’s independent credit opinions within their existing risk and portfolio analytics workflows. This integration enables MSCI clients to incorporate Fitch Ratings directly into market risk, portfolio risk, stress testing and reporting processes. ↗
NEW CLIENTS
Omnes Capital selects Intapp DealCloud to unify marketing and investor relations management. Omnes is a European private equity firm dedicated to the energy transition with more than €6.7 billion in assets under management. The firm’s decision to adopt DealCloud aligns with its plans to improve data quality and access firmwide. With DealCloud, Omnes can manage fundraising and relationships within one centralized platform. Access to collective firm intelligence will help teams strengthen connections, accurately track and forecast deals and pipeline, and accelerate execution. With this integration, AI technology and automation will be integrated into Omnes’ workflows. Additionally, Omnes professionals will be able to focus more time on making deals and less time on data entry with automated data capture and signature-scraping technology. Users can automatically integrate contact data, shared files, emails, and other information into DealCloud from external systems. ↗
Orange Investment Advisors implements Clearwater Analytics to modernize front-to-back investment operations. By deploying Clearwater’s Enfusion, Orange Investment Advisors gains an integrated portfolio management system, order management system, and execution platform that supports decision-making, operational control and reporting. Together, Enfusion and Clearwater Analytics’ Beacon platform deliver risk modeling capability, enabling scenario analysis, factor attribution, historical VaR, and stress testing on a single dataset. As a result, teams can spend less time reconciling numbers across front, middle, and back office, and can produce structured credit reports fast and with few errors. This frees up time for high-value work and gives clients clearer and timely reporting. ↗
Rivean Capital selects Chronograph to power its portfolio monitoring capabilities. By enhancing its portfolio monitoring capabilities, this collaboration will help bring automation to Rivean Capital’s data collection, valuations, and reporting. ↗
Northern Trust appointed by CK Capital Partners to provide asset servicing solutions. Services provided by Northern Trust will include fund administration, global custody, financial reporting and transfer agency services for the manager’s CK Capital Value Fund Cooperatief U.A., launched during the fourth quarter of 2025. CK Capital Partners is a private markets commercial real estate investment manager based in Amsterdam specializing in value-add office strategies. ↗
Bunch adds FINVIA as newest client. FINVIA is a Frankfurt-based multi-family office. FINVIA is using bunch for their administration of selected private market investment vehicles. ↗
OFFICE & PERSONNEL
MSCI appoints Dinesh Gupta as Chief Data Officer and Global Head of Operations. Gupta comes to MSCI from Goldman Sachs, where he led AI and digitization efforts. Based in New York, he will report to Henry Fernandez, Chairman and Chief Executive Officer. In this role, Gupta will lead MSCI’s global data organization, overseeing data governance and ensuring the integrity and reliability of the firm’s data capabilities. He will advance a comprehensive data strategy aligned with MSCI’s business objectives and regulatory standards and lead the firm’s global data engineering and operations functions. Gupta joins MSCI with more than three decades of experience in the financial services industry, including across data engineering and AI innovation. At Goldman Sachs, he served as Partner, led the organization responsible for building AI platforms and machine-learning capabilities across a range of use cases and also led firmwide digitization initiatives. ↗
Kate Stepp is the new Chief AI Officer at FactSet. Stepp has been with FactSet for more than 17 years, most recently as the CTO. Bob Stolte has joined FactSet as the new Chief Technology Officer, taking over from Stepp. Stolte will be responsible for advancing AI-driven innovation, strengthening FactSet’s technology platform while delivering enhanced capabilities for clients. Stolte joins Factset from Citi where he was a Managing Director. ↗
Affinity names Sean Kearns as Chief Revenue Officer and Pam Holmberg as Chief People Officer. Kearns joins Affinity with more than two decades of revenue leadership across public, venture‑backed, and private equity–backed companies. His background includes 10 years in senior sales roles at SAP, at UiPath during its scale‑up and IPO, and within Thoma Bravo’s portfolio. He has a proven history of building enterprise sales teams and driving expansion into new markets and verticals. Holmberg brings more than 20 years of SaaS leadership experience to Affinity. She most recently served as Chief People Officer at Aryaka, where she led global people strategy across talent, culture, and organizational development. Prior to Aryaka, she held leadership roles at ThoughtSpot and Realtor.com, guiding organizations through periods of expansion, post‑acquisition integration, and cultural transformation. ↗
Broadridge welcomes Allen Weinberg as new Chief Growth and Strategy Officer. In this newly created role, Weinberg will work closely with Broadridge’s leadership team to implement Broadridge’s strategic priorities focused on accelerating sustainable growth, enhancing profitability, and strengthening competitive differentiation. He will also help identify and evaluate new markets and product opportunities. Weinberg will join Broadridge’s Executive Leadership Team and report directly to Broadridge Chief Executive Officer Tim Gokey. Weinberg joins Broadridge from McKinsey & Company, where he served as a Senior Partner, where he led McKinsey’s North American Banking Tech and Ops Practice. Previously, Weinberg served as the leader of McKinsey’s Outsourcing and Offshoring practice. ↗
Stableton introduces Giovanni Crapelli as new Chief of Staff. Crapelli brings nearly a decade of experience from BCG, Rothschild & Co, Accenture, and Arthur D. Little. Most recently, he led growth strategy at PTV Logistics, and now he’s joining Stableton to partner with its leadership team on global execution and solving scaling challenges. ↗
Entrilia welcomes Jess Shepherd as Director of Client Services. Shepherd brings more than a decade of experience working with fund managers, allocators, and administrators across fund accounting and portfolio monitoring platforms. At Entrilia, Shepherd will work with clients to help them get the most from the platform and support their teams as they scale their operations. While Shepherd is based in London, she will be working with clients globally. ↗
Northern Trust appoints Faisal Ansari as Head of Banking for Europe, the Middle East and Africa. Ansari, who has been with Northern Trust for more than two years, is taking on this role in addition to his job as head of Liquidity Solutions. This appointment is effective immediately. ↗
Moonfare hires Alice Avenel as Regional Head of France & Benelux, Investor Relations. At Moonfare Avenel works with investors across France and Benelux exploring how private markets can play a meaningful role in long-term portfolios. ↗
Alexandre Delpal takes on expanded role at MSCI as VP – Head of Family Office Europe & Private Assets Frabelux. In addition to continuing to lead MSCI’s Private Assets coverage across the Frabelux region for both LPs and GPs, Delpal will now also be spearheading MSCI’s Family Office coverage across Europe. Delpal has been with MSCI since it acquired Burgiss in September 2023. ↗
BlackRock expands James Verner’s role to lead Aladdin Business Development in APAC. Based in Hong Kong, Verner will oversee regional growth and client engagement for the Aladdin platform, supporting institutional and wealth management firms across the region. Verner has been with BlackRock since 2023, previously serving as Head of Aladdin Wealth Tech APAC. In his new role as APAC Head of Aladdin Business Development, he will lead initiatives to expand the firm’s Aladdin Enterprise and Aladdin Wealth offerings across the region. Before joining BlackRock, Verner held senior leadership roles across the global wealth and fintech ecosystem, including President for Asia Pacific at InvestCloud and Managing Director of Digital Wealth Management at Legg Mason. ↗
Jason Zatrock joins KnowledgeNet.ai as Director of Sales. Zatrock brings prior experience in multi-industry enterprise solution selling and a track record of driving measurable business outcomes. ↗
JP Morgan Commercial Banking appoints David Rozin as Head of Innovation Economy for Canada. In his new position, Rozin will lead the firm’s support of venture-backed companies across the region, providing solutions to support companies, founders and investors at every stage of growth. Rozin brings close to 20 years of experience in leadership roles at Canadian institutions to JP Morgan. Most recently, Rozin was at Scotiabank, where he has spent the last seven years serving as its Vice President and Head of Technology and Innovation Banking. In addition to a stint at National Bank of Canada in which he was Associate Vice President of Technology Banking, Rozin previously spent over nine years at Royal Bank of Canada. ↗
Gus Ba joins Stavtar Solutions as VP of Product. Ba is the former Head of Product at Conduit. ↗
David Albright named Global Head of Sales for Northern Trust Wealth Management. In this role, Albright will lead client development strategy, sales execution and strategic partnerships. He will report to Wealth Management President Jason Tyler. Prior to this role, Albright had been leading client development for Global Family & Private Investment Offices since 2013, later expanding his responsibilities to include co-leading business activity in the East Region. ↗
David Silva joins IQ-EQ as a Managing Director in the US. Silva brings over 25 years of industry experience, most recently serving as an Examiner at the US Securities and Exchange Commission. ↗
Kroll Singapore moves to One Raffles Place. Kroll’s Singapore office has relocated to One Raffles Place, Tower 1. ↗
Alice Kingdon starts new job as Legal Director, UK at IQ-EQ. Kingdon has been with IQ-EQ or the last 11 months and before that she worked at the The University of Law for four years as Deputy Director of Legal Services. ↗
73 Strings expands into Singapore and Lilyan Li is the new Director of Business Development, Asia Pacific. The Singapore office will serve as a regional hub focused on: 1 – supporting alternative asset managers and sovereign wealth funds adopting technology-enabled valuation and monitoring, 2 – strengthening client success and local partnerships across Southeast Asia, Australia, and broader APAC, 3 – expanding regional talent and expertise in private markets and AI-driven financial technology, 4 – Accelerating adoption of autonomous data extraction and labeling, intelligent workflows, and predictive analytics. Li will be responsible for leading 73 Strings’ regional expansion. Li has 12 years of private markets technology experience. ↗
Ursula Anderson joins Clearwater Analytics as Regional Head of HR, EMEA. Before starting at Clearwater, Anderson spent more than 11 years at Oliver Wyman, most recently as Executive Director of Human Capital & Talent, Europe. ↗
VENDOR RESEARCH & WHITEPAPERS
CENTRL has a new blog, “Unlocking the Answer Library: Turning Institutional Knowledge into a Firmwide Strategic Asset”. CENTRAL feels that in most asset management firms, the Answer Library is one of the most valuable yet underutilized assets and it is often one of the hardest resources to access. In this blog, CENTRAL goes over why it feel that the Answer Library is actually the hidden bottleneck in client communications and why the problem is growing. ↗
Intelligo has a new blog, “Diligence Unpacked: When AI Creates vs. Acts”. Intelligo states that generative AI describes systems that create outputs while agentic AI describes systems that take action. In this blog, Intelligo goes over why understanding how those systems are governed and verified is essential for evaluating risk. ↗
Amplify-Now has a new blog, “Lies, Damn Lies, and Business Cases”. Amplify-Now uses this phrase not because people are dishonest, but because business cases are designed to secure approval. The problem is not the business case itself, it’s what happens when assumptions are treated as facts. ↗
AWARDS
FINTRX wins Integration Excellence Award at the 2026 Intapp Partner Forum Awards. ↗
Kate Stepp, FactSet’s Chief AI Officer, recognized as Technology Leader of the Year at the Women in Tech WatersTechnology.com Awards 2026. ↗
LSEG wins ‘Best ESG Data Provider’ at the ESG Investing Awards 2026. ↗
Clearwater Analytics named Technology Provider of the Year by InsuranceAsia News. Clearwater Analytics won the award at the Insurance Asia News Awards for Excellence 2025. ↗
