NEW & UPDATED PRODUCTS
73 Strings launches Global Operating Model. This unified global operating model, brings together 73 Strings’ technology, expertise and client network to deliver insights for alternative asset managers. As part of launch, Jazmin Hogan has been appointed Global Head of Client Operations, based in New York, where she will lead the company’s global client organization. Hogan has over 20 years of experience as a client-side valuation and analytics professional, including leadership roles at Apollo Global Management, The Blackstone Group and Kohlberg & Company. ↗
FIS and six US banks to launch Project Keystone, a network for digital money to be designed and controlled by banks. The initiative will give participating banks direct control over how digital money is issued, transferred, and settled. Project Keystone will enable participating banks to issue, transfer, and settle regulated deposits in digital form, on shared infrastructure they administer themselves. Participating banks include Citizens, Fifth Third, Huntington Bank, KeyBank, and M&T Bank. ↗
SS&C unveils Link, the AI assistant inside DealCentre AI. Features of Link include: 1 – Generate document summaries: This feature helps users understand key points, accelerate the review process and save time. 2 – Pinpoint sata: Link analyzes documents in your VDR to locate and extract specific data points, presenting the information in structured formats such as tables for fast interpretation, analysis and efficient reporting. 3 – Protect personal Information: Link detects and redacts personally identifiable information across documents, safeguarding sensitive information and ensuring compliance with data protection regulations, while eliminating manual redaction and reducing risk. 4 – Answer questions: Have a question you need to answer? Just “Ask Link.” The conversational AI assistant provides responses based on specific inquiries with full traceability to source documents. ↗
Eleven introduces integrated payments on its platform. Eleven can now replace fragmented processes with a single and integrated workflow. Integrated payments is an enhanced way to run capital calls, distributions, bank verifications and payment campaigns. Benefits include: 1 – Save time, 2 – Reduce payment and operational risk, 3 – Increase automation and insights. Features of integrated payments include: capital call workflows, reconciling amounts to investors, and bank account confirmation campaigns. ↗
S&P Global launches Portfolio Income Forecasting tool. This new tool is designed to help fund administrators, tax teams and portfolio managers forecast portfolio income and track changes throughout the year. It also provides portfolio level analytics as well as breakdowns to provide insights which can be shared through S&P’s automated reporting feature. Features of the Portfolio Income Forecasting tool include: 1 – Track both realized and forecasted income for multiple portfolios all in one place, 2 – Leverage S&Ps suite of products to handle income from most types of security, 3 – The tool can automate the generation of fund level income reports to cut down on tasks, 4 – The tool provides additional analytics and the ability to compare data from previous periods. ↗
CAIS reveals new platform enhancements for this quarter. What is new: 1 – New holdings experience: Holdings is a place to monitor position and transaction activity, and it has been redesigned to allow users to work fast. 2 – Enhanced holdings filters with saved configurations: CAIS has enhanced the holdings filter experience by enabling advisors to save selected filter configurations for quick reuse. These saved filters can be accessed at any time, making it easy to revisit specific criteria without reapplying them. This improvement streamlines position management and reduces the effort required to analyze holdings efficiently. 3 – Complete the interval fund trade cycle, now supporting redemptions: CAIS is rolling out interval fund redemptions for Schwab Advisor Services users, completing the end-to-end trade cycle directly on the platform. 4 – Streamlined transfer workflows. 5 – CAIS Compass—expanded asset classes. 6 – Digital note added as new structure for structured investments pricing tool. 7 – Coming soon: CAISey—AI-assisted research for alternative investments. ↗
FIS launches Lyriq, a new platform giving banks control over digital money. Lyriq is a platform that enables banks to issue, manage, and settle their own digital money, including tokenized deposits and digital currencies, while keeping those deposits on bank balance sheets. Lyriq was built to meet bank and regulatory standards, with compliance, identity verification, and audit controls embedded into the platform itself. Lyriq enables banks to: 1 – Issue and control their own digital money, including tokenized deposits and digital currencies. 2 – Settle transactions 24/7. Transactions complete fully or don’t post at all. 3 – Maintain deposit balances on their own books, preserving lending capacity. 4 – Manage compliance requirements, with identity verification, access controls, and audit trails built into the platform. 5 – Connect to existing systems regardless of core banking provider. 6 – Access liquidity networks while maintaining governance over those connections. ↗
SS&C unveils WorkHQ to power enterprise agentic automation. SS&C Blue Prism WorkHQ is an agentic automation platform designed to help enterprises operationalize agentic AI safely, transparently and with full control of end-to-end workflows. WorkHQ offers: 1 – Centralized control: WorkHQ enables organizations to design, orchestrate, execute, and manage all types of automated work; AI agents, digital workers, and APIs together, with people in the loop where required. 2 – Governance by design: Security, auditability and compliance are embedded at the workflow level. Built‑in governance, human‑in‑the‑loop oversight and the SS&C AI Gateway AI governance layer ensure organizations can adopt AI fast while remaining compliant. 3 – Hybrid automation approach: WorkHQ complements existing RPA and BPM investments, enabling users to introduce AI agents where they add value while retaining automation where control is essential. 4 – Builds on existing foundations: WorkHQ is designed to complement and connect with existing Blue Prism platforms, enabling innovation without disrupting the existing technology infrastructure. 5 – Reusability: Workflows and AI agents are designed to be modular, reusable and composable, cutting time to automation and increasing scale across enterprises. ↗
Affinity launches the Affinity MCP Server, bringing relationship intelligence into the AI tools teams already use. AI tools can now read from, and write back to live Affinity data. No tab switching, no exports, and no copy-paste. Just ask a question in Claude, ChatGPT or Gemini, and get an answer from your actual CRM. Now AI tools can start pulling from live relationship graph, deal data, and interaction history the same day. The Affinity MCP translates natural language into Affinity API calls and returns results inside your AI tool. Features include: 1 – Search data and answers come back from live Affinity data. 2 – Prep for meetings. “Help me prepare for my meeting with XX” pulls a structured briefing: deal history, recent notes, relationship context. 3 – Update your CRM from wherever you are and it shows up in Affinity immediately. ↗
Datasite unveils new Datasite MCP. Now users can securely connect their data room to the AI they already use like Claude, Copilot, and ChatGPT. Datasite MCP is a Model Context Protocol integration that links a preferred AI assistant directly to the Datasite virtual data room. Teams can create data rooms, search documents, manage permissions, and draft Q&A responses in natural language — inside the AI tool they already use, without switching applications or exporting documents. Deal teams use the MCP to create and structure data rooms, generate industry-specific VDR indexes, manage user access, search documents semantically, upload and organize files, draft responses to buyer Q&A, run gap analyses, and conduct pre-launch readiness audits — all from a natural language prompt inside their preferred AI. ↗
DEAL ACTIVITY
Broadridge Financial Solutions completes acquisition of CQG, a global provider of futures and options trading, execution management, and market connectivity. The acquisition enhances Broadridge’s trading and connectivity capabilities by adding complementary execution management, algorithmic trading, and analytics solutions to its existing order management and client connectivity platform. Together, the combined offering delivers an integrated, end-to-end trading solution across futures and options markets globally. ↗
PARTNERSHIPS & INTEGRATIONS
FactSet and J.P. Morgan expand collaboration with launch of Whole Portfolio Distribution. The Whole Portfolio Distribution solution, available via FactSet and powered by Fusion by J.P. Morgan, is a fully managed analytics and reporting solution that provides institutional investors with a unified view across their entire portfolio. Now, institutional investors can access analytics and reporting across their entire portfolio, spanning multiple asset classes, geographies, and sources. This new solution automates data normalization, analytics generation, and transparent distribution to ensure consistent inputs and outputs across the client ecosystem. With a streamlined workflow, where investment data from J.P. Morgan Fund Accounting services is transformed and normalized via Fusion and delivered securely into FactSet, clients benefit from fast time-to-report, automated portfolio analytics, and the ability to respond to opportunities while reducing operational burden and risk. ↗
SEI and Carlyle enhance partnership to expand private market access across wealth and retirement. Together, the firms will aim to support the development of private market solutions for wealth and retirement investors including the design of model portfolios. The enhanced relationship will also include collaboration on private market strategies for the defined contribution market. ↗
Daloopa integrates with Perplexity to bring its financial data layer into AI research workflows. Daloopa’s new integration with Perplexity allows joint customers to connect their existing financial data licenses directly into Perplexity. The integration introduces a bring-your-own-license model, enabling investment teams to access and analyze Daloopa’s structured fundamental data within Perplexity’s interface, without needing to configure APIs, manage entitlements, or switch between tools. Users can query their licensed data through Perplexity’s answer engine, or use Computer to run financial analyses using Daloopa data alongside external market signals, all in a single workflow with traceable citations. ↗
iCapital adds Coatue Management’s platform on iCapital Marketplace. Coatue’s CTEK fund (the Coatue Innovative Strategies Fund) is now live on iCapital Marketplace, opening a public-private innovation strategy to eligible RIAs and their clients. CTEK is a tender offer fund built around AI and technology-driven companies, investing across both public and private markets. Advisors can now access: 1 • A public-private strategy spanning AI and technology companies, 2 – Coatue’s research-driven approach, 3 – Distribution through iCapital’s platform. ↗
Ondo Finance forms partnership with Broadridge Financial Solutions that enables holders of third party tokenized stocks and ETFs to participate in proxy voting. Through this integration with a new Web3-enabled solution developed by Broadridge, holders of more than 250 Ondo tokenized stocks and ETFs will also be able to review prospectuses, regulatory filings, and other governance information for underlying securities, leveraging Broadridge’s investor communications and proxy infrastructure. Broadridge’s new capability enables public companies and funds, broker-dealers and wealth managers, and retail and institutional investors to access proxy voting and manage corporate actions and disclosures across both traditional and tokenized securities within their existing platforms and workflows. ↗
RedBlack Software expands partnership with Addepar. RedBlack’s enhanced integration with Addepar, allows firms to import over 75 fields of data from Addepar directly into RedBlack’s rebalancing and trading platform. Data stored in Addepar is populated within RedBlack, enabling advisors to perform rebalancing and trading, and maintain portfolios within targeted allocations. Integration features include: 1 – Standard data: Import security master and classifiers, Import accounts, Import positions and balances, Import trade lots and Import transactions
2 – Enhanced data: Import household structure, Import model assignments, Import IPS assignments, Import advisor assignments, Import SMA details,. Import custom fields, Import ownership structure and Import cost basis methods. Key benefits of using RedBlack and Addepar together: 1 – Single source of truth: Access aggregated and reconciled data from Addepar to monitor and maintain portfolios within target allocations. 2 – Simplified rebalancing and trading: The integration allows advisors to access data, perform security-level rebalancing, execute trades, and manage liquidity, all in one place. 3 – Automated and flexible workflows: The integration is flexible enough to automate workflows and adapt to changing business needs. ↗
NEW CLIENTS
Kern County Employees’ Retirement Association is now on Bipsync. KCERA is a public pension fund that administers retirement benefits and invests on behalf of Kern County’s public employees, retirees, and their beneficiaries. ↗
Planr working with Blue Star Innovation Partners, supporting its team across GTM value creation strategy and finance. Blue Star, based in Texas, is focused on building a systematic approach to portfolio visibility. ↗
Preface Ventures chooses Standard Metrics to scale portfolio monitoring. Preface Ventures is a New York based firm backing exited, pre-seed entrepreneurs building enterprise infrastructure and software. As Preface Ventures has grown, the firm wanted to move from a portfolio monitoring solution that lacked scalability and flexibility to a suite like Standard Metrics. ↗
HB Wealth picks Arch to streamline and scale private markets investment operations and reporting. HB Wealth is using Arch to automate document collection and reporting across 10,000+ holdings, giving its advisors real-time visibility into portfolio performance for private equity, private debt, and private real estate investments. With Arch, HB Wealth has streamlined document collection and reporting, including K-1s and investment statements, reducing admin burden and supporting collaboration with CPAs, clients, and their advisory teams. ↗
OFFICE & PERSONNEL
OneTrust appoints Doug Owens as Chief Financial Officer. In this role, Owens will oversee all aspects of the company’s global financial operations. He brings two decades of experience leading finance and business operations across enterprise software and private equity-backed businesses. Previously, Owens served as CFO at PDI Software, where he led the company’s finance, accounting, and risk management functions. Prior to that, Owens held finance positions at Vista Consulting Group and Radiant Systems. ↗
Gabrielle Scott joins Grata as Director of Product Marketing. Scott was most recently at Bizzabo as its Director of Product Marketing. ↗
Rishi Haware starts new position as Director of IT – Global Operations at 73 Strings. At 73 Strings, Haware leads IT operations, focusing on strategic initiatives that align with organizational objectives. His role involves integrating services to enhance operational efficiency and managing asset lifecycle processes to optimize resource utilization. ↗
VENDOR RESEARCH & WHITEPAPERS
FundCount has a new article, “Why Some Family Offices Trust Their Numbers — and Others Don’t”. In this article, FundCount explains why the difference between offices that can trust their numbers reliably and those that cannot usually comes down to how their systems are designed. ↗
SS&C has a new blog, “What’s Driving Adoption of Alternative Investment Data Platforms”. In this blog, SS&C states that across the alternative investment landscape, adoption of document and data management platforms is being driven by operational pressure that is reshaping how wealth managers, institutional investors and operations teams think about alternatives infrastructure. ↗
AWARDS
Canoe wins for “Data Provider” at the Clearview Financial Media’s Family Wealth Report Awards 2026. ↗
Titanbay named Best Supplier for Alternative Investment Technology (Europe) at the PWM WealthTech Awards 2026. ↗
Preqin awarded “Best Financial Database Platform” at the 3rd Impact 100 Awards in Taiwan. ↗
FactSet wins four awards for AI innovation for financial technology. This series of recent industry recognitions highlights FactSet’s investment in artificial intelligence and its application across financial data, analytics, and workflow solutions. Recent recognitions include: 1 – AI-Powered Financial Data Automation Tool of the Year 2026 (Financial Services Review), 2 – AI Excellence Business Intelligence Awards (Business Intelligence Group), 3 – Top AI-Powered Financial Data and Analytics Solutions 2025 (Financial Services Review), 4 – Technology Leader of the Year, Women in Technology Awards (WatersTechnology), awarded to Kate Stepp, Chief AI Officer. ↗
