This Week’s Vendor News

NEW & UPDATED PRODUCTS

BridgeFT and iCapital unveil new Portfolio Data Management Solution for wealth managers. BridgeFT is a cloud-native, API-first wealth infrastructure software company. This new solution is designed to provide advisors with a complete view of client portfolios across asset classes and spanning thousands of positions on and off iCapital's platform. iCapital's Alternative Data Management service leverages machine learning and AI to provide data retrieval, transformation, validation, and delivery to any downstream reporting system. Combined with BridgeFT's ability to consolidate custodial and transactional data across public market platforms, the new solution is designed to give advisors insight into portfolio performance, risk, liquidity, and allocation strategy. ↗

Novata launches ESG Due Diligence solution to streamline investment workflows. Novata’s new solution centralizes the diligence workflow: requesting, reviewing, and analyzing data, in one location. Users can assess potential risks and opportunities, then automatically share the sustainability data collected during diligence to their portfolio monitoring environment on Novata. Key features of Novata’s Due Diligence solution include: 1 - Self-serve setup and secure access management across deal teams and targets. 2 - Real-time comparison of diligence data to portfolio and market benchmarks. 3 - Collaborative workflows for metric-level data review and targeted follow-up. 4- Digitized scoring that generates actionable outputs. 5 - Full integration with Novata’s monitoring platform to track performance over time. ↗

S&P Global launches AI-ready Commodities Data integrated with Microsoft 365 Copilot. The S&P Global AI agent on Microsoft 365 Copilot is powered by powered by S&P Global's Commodity Insights AI Ready Data solution. The S&P Global Commodity Insights AI Ready Data dataset encompasses an array of textual content across publications produced by in-house editorial and research teams, including market reports, news articles, rationales, commentaries, fundamentals analyses and outlooks. The integration of S&P Global Commodity Insights data into Microsoft 365 Copilot requires no coding, which simplifies the complexities of AI implementation. The AI Ready Data connector within Microsoft 365 Copilot unlocks access to S&P Global data, which allows users to access commodities insights within Microsoft 365 Copilot. ↗

CB Insights unveils new updates to its platform. The first enhancement is with company hiring insights to see how fast private companies are growing, which roles they’re hiring, and what it reveals about their strategy. The next update is with sharing company watchlists. Now, users can share and manage company watchlists with other CB Insights users on their team. The next upgrade is with the Developer Portal. Now users can power their AI with CB Insights' data and insight. ↗

Valueworks 1.27 is live with new updates. This new release includes: 1 - Canvas Dashboard (Beta): Flexible layout, new components (pivot tables, text, charts), side-by-side deep drills & print-optimized export. 2 - Enhanced Financial Navigation: Group and aggregate financial categories to create custom consolidated PnLs ideal for organizations. ↗

OneTrust unveils new AI agents and automation capabilities to scale the productivity and effectiveness of privacy teams. These new AI capabilities help teams scale their operations, increase efficiency, and respond fast, without sacrificing governance or control. First, there are two new OneTrust agents that are designed to automate the entire privacy processes. The Privacy Breach Response Agent analyzes data breaches and generates the guidance and tasks necessary to meet notification windows quickly. The Privacy Risk Assessment Agent automates the assessment process and flags risks for the privacy team to address. Next, is OneTrust’s new AI-assisted workflows - AI Document Scanning and AI Inventory Analysis, which auto-populate assessments by scanning documents, past assessments, and existing inventories to identify relevant information and pre-populate new assessments. OneTrust has also launched OneTrust Copilot, which gives privacy teams access to regulatory, product, and program intelligence. ↗

DEAL ACTIVITY

Forge signs non-binding letter of intent for the acquisition of Accuidity Capital Management. Accuidity is a specialized asset management firm focused on private investing. The non-binding term sheet provides for an initial purchase price of $10 million in cash and 1.15 million shares of Forge common stock issued at closing in a private placement transaction. Through this potential merger, Forge and Accuidity will seek to expand Forge’s asset management capabilities, with the aim to deliver a comprehensive set of investment products and private wealth solutions. The non-binding term sheet provides for an exclusive negotiating period between Forge and Accuidity and is subject to completion of customary due diligence by Forge and the negotiation and entry into a definitive merger agreement between Forge and Accuidity. ↗

Clearwater Analytics finalizes acquisition of Enfusion. By integrating portfolio and order management, IBOR, risk, accounting, and client reporting into one seamless solution, Clearwater is replacing the fragmented legacy model with a modern platform that allows for fast decision-making and operational clarity across asset classes and geographies. The expanded Clearwater platform will offer: 1 - Seamless integration across front, middle, and back-office workflows, 2 - A single security master and data model for consistent, real-time views of positions, performance, and risk, 3 - An open architecture that connects to a growing ecosystem of partners and capabilities. This acquisition also expands Clearwater’s international presence. Enfusion generates 38% of its revenue from Europe and Asia, supported by strong teams in London, Mumbai, Bangalore, Singapore, and Hong Kong. Clearwater will now serve clients from global hubs including Boise, New York, Edinburgh, and New Delhi, providing localized support and delivery at scale. ↗

PARTNERSHIPS & INTEGRATIONS

Aztec and Lantern form strategic alliance. Aztec Group has partnered with Lantern to enhance how clients can access high-quality, on-demand fund data and enable data-driven decision-making. By utilizing Lantern as a component of its broader data offering, Aztec aims to provide its clients with enhanced transparency and timely access to their fund data. ↗

ASK Business Management partners with qashqade, which brings qashqade to the Norwegian market. Through this partnership, ASK is integrating qashqade’s calculation engine into its fund administration suite of tools, making it easy for fund managers in Norway to handle waterfall and fee calculations. The qashqade integration enhances ASK’s Investor Portal, which allows fund managers to embed secure data rooms, reporting tools, and now waterfall outputs directly into their branded investor environments. ↗

Nasdaq and Amazon Web Services are partnering to offer regional exchanges a cloud-based exchange infrastructure. This will help other market operators modernize operations with minimal disruption. The offering is bundled with a portfolio of managed services and tools for exchanges, and localized cloud compute and connectivity services. Nasdaq and AWS have worked together for around 15 years to offer certain Nasdaq services via the cloud, culminating in a 2021 announcement that the pair would move the exchange’s operations entirely to the cloud. The offering includes Nasdaq Eqlipse Intelligence, a new component of Nasdaq’s toolkit that provides cloud-based data management, analytics, and reporting capabilities. The service enables users to build data strategies using new technologies like AI. Clients can run Nasdaq Eqlipse Intelligence in their own local AWS cloud, or utilize broader cloud resources, depending on their requirements, risk and compliance policies. ↗

Alphastream and Intapp partner to enhance private credit deal execution. Through this collaboration, Intapp will make Alphastream's AI-driven platform available to its clients via an integration with Intapp DealCloud. Access to Alphastream's platform within Intapp's deal and relationship management platform will enable private credit investors to make data-informed decisions across the entire credit lifecycle. Through this collaboration, new and existing DealCloud clients will gain access to Alpahstream's data extraction and standardization offerings, enhancing their efficiency and decision-making. ↗

K2 Integrity and Sonata One collaborate to accelerate capital raising and reduce risk. This new collaboration leverages Sonata One’s platform and fund lifecycle solution with K2 Integrity’s risk management solution. This partnership enables fund managers to raise capital fast from a wide pool of investors while ensuring compliance with current and emerging regulatory obligations. This partnership provides a enhanced solution to the challenges associated with shifting fundraising dynamics and increased regulatory complexity. Key benefits of this collaboration include: 1 - fast capital raising and streamlined investor onboarding, 2 - reduced risk with a positive investor experience, 3 - Strategic guidance: K2 Integrity leverages regulatory, governance, and risk management advisory experience to help fund managers strengthen compliance frameworks, enhance investor confidence, and support operational resilience across the fund lifecycle. ↗

Forge and Intercontinental Exchange partner to bring transparency to the private market with Forge Price. Intercontinental Exchange will now distribute Forge Price, a proprietary dataset designed to bring transparency and insight to the private market. Forge Price will be available through ICE’s global data distribution network. Forge Price is a derived pricing dataset designed to provide an up-to-date view of price performance for approximately 200 venture-backed, pre-IPO companies. Private market participants can use Forge Price for a range of workflows: price discovery, portfolio valuation, back-testing, asset allocation and risk management. ↗

MSCI and Moody’s will together create a new solution to provide independent risk assessments for private credit investments. As part of this joint offering, Moody’s will extend its flagship EDF-X models into MSCI’s private credit solutions. EDF-X delivers risk insights using credit models and early warning signals to help investors assess the financial strength of public and private companies globally. The combination of Moody’s EDF-X credit risk modeling solutions with MSCI’s private credit investment data will produce proprietary third-party risk assessments for private credit investments. ↗

OneDigital Financial selects Broadridge to grow retirement practice and enhance advisor efficiency. This new partnership brings Broadridge’s data aggregation, monitoring, reporting, and proprietary fund scoring capabilities to OneDigital’s platform. Through this implementation, OneDigital’s advisors will gain time to focus on helping plan sponsors run effective retirement programs, while the firm’s home office benefits from compliance oversight and business intelligence tools. OneDigital will implement Broadridge’s suite of retirement solutions including; Retirement Data Aggregation, Business Intelligence services, Fiduciary Focus Toolkit, RFP director, Fee Benchmarker, and enterprise proprietary fund scoring solutions. OneDigital’s advisors will be able to take advantage of investment monitoring reports with integrated OneDigital proprietary fund scoring, improved fund evaluations; streamlined service provider searches; business management reporting; compliance oversight utilities; and access to aggregated data for held away plans across recordkeepers. ↗

Axcel, a Nordic’s private equity investor with over $4B AUM, selects Dealstack to power their cap tables, waterfalls and employee equity plans. Now, deal teams, advisers and management can leverage a centralized platform with a focus on data. ↗

VMS Group picks Dynamo CRM and Fundraising Software. VMS sought a platform that would provide functionality and align with their operational needs. The responsiveness and friendly expertise of the Dynamo team further reinforced VMS Group’s decision.With Dynamo’s CRM and Fundraising modules, VMS will gain the tools needed to track fundraising efforts effectively and utilize data-driven insights to fuel strategic decisions. ↗

Aquilius Investment Partners chooses SS&C for fund administration. Aquilius Investment Partners is a Singapore-based investment manager dedicated to the secondaries market in the Asia Pacific region. Aquilius' platform is designed to serve the entirety of the Asian secondaries market, with capabilities spanning across LP fund transfers, GP-led transactions, and secondary direct transactions. SS&C will provide full services to Aquilius' funds, including administration, compliance and treasury management across jurisdictions. ↗

OFFICE & PERSONNEL

Linnovate Partners Asset Servicing Group expands into Japan. The company has established a new office in Tokyo, located at JP Tower, 2-7-2 Marunouchi, Chiyoda-ku, to enhance local support for clients across the region. The new Tokyo office will serve as a hub for Linnovate Partners’ operations in Japan, providing local asset managers and institutional investors in private capital market with tailored solutions in fund administration, investor reporting, portfolio monitoring and data analytics. ↗

Broadridge welcomes Anand Chintala to Broadridge Trading and Connectivity Solutions. With twenty years of experience, Chintala will be responsible for driving innovation and promoting growth of Broadridge's front-office trading solutions in America. Before joining Broadridge, Chintala held roles at Barclays, ITG, Lehman Brothers, and Deutsche Bank Securities. ↗

Juniper Square creates its own Private Markets Regulatory Council. The Counsel has released its first edition of insights and analysis on developments in policy and regulation currently impacting the industry. Comprised of private markets experts across a range of disciplines, the Juniper Square Private Markets Regulatory Council will convene regularly to assess new policy and regulatory developments and provide analysis for GPs through the lens of legal and compliance considerations, operational implications around fund formation, fundraising, investor onboarding, and reporting, and more. Council members include: 1 - Carlo di Florio, President, ACA Group, 2 - Olga Kamensky, Partner, Kirkland & Ellis LLP, 3 - Michael McVickar, General Counsel, Origin Investments, 4 - Dan Rothenberg, Head of Legal, Juniper Square. ↗

Ian Quinlan joins the PM Insights New York Sales and Account Management Team. Quinlan has prior experience across the multi-asset landscape, buyside investment operations, and regulatory compliance solutions. Quinlan's career has spanned roles within Morgan Stanley, Silver Point Capital, Balyasny Asset Management, and most recently at FileForms which services accounting and advisory firms. ↗

Broadridge Financial Solutions expands its Nordic team with the appointments of Axel Josephson and Albin Andersson as Sales Directors. Josephson and Andersson will both be responsible for driving sales for Broadridge, helping firms enhance operational efficiency, capitalize on technology innovation, and grow. Josephson brings previous experience in the financial services industry. He joins from Equiduct, where he served as Country Head of Sweden. His previous experience also includes roles at Infront ASA, most recently as Sales Director. Andersson joins Broadridge from the London Stock Exchange Group, where he focused on driving revenue growth by aligning data solutions with client needs. Previously, he worked at Infront and Golden Gate Financial. ↗

Balentic welcomes Matt Curtolo to its Advisory Board. Curtolo is a private markets investor and allocator with over 20 years of experience, who has overseen more than $6 billion in commitments, spanning from family offices to global institutions. ↗

VENDOR RESEARCH & WHITEPAPERS

Bunch has a new blog, "Fund Launch 101: How to Navigate the Process with a Host AIFM in the UK". Bunch feels that the host AIFM model provides a compliant and efficient pathway for fund managers looking to launch quickly while navigating UK regulatory landscapes. In this blog, bunch goes over important areas of oversight for a host AIFM and explains how the host AIFM structure works. ↗

73 Strings has a new blog, "Investment Led Valuation – Why It’s Time to Rethink Valuation Processes in Private Equity". 73 Strings feels that when investment teams handle valuations, challenges arise and therefore a valuation team can solve these problems by taking ownership of the process. In this blog, 73 Strings explains why having dedicated valuation teams (and supporting them with technology), firms can enhance accuracy, transparency, and scalability while freeing up investment professionals to focus on creating value for investors. ↗

AWARDS

Bite Stream has been named Best Software for Asset Managers and Fund Administrators by Finance Derivative for its 2025 awards. Finance Derivative's Banking Awards recognizes organizations and individuals who are setting new benchmarks in performance, innovation, and service delivery. ↗