This Week’s Vendor News

NEW & UPDATED PRODUCTS

IDR releases its new name and brand identity: Sonata One. According to IDR, “Sonata” embodies harmony—bringing the private markets ecosystem together around common standards and “One” symbolises the ambition to be a single access point through which capital and data flow seamlessly. Sonata One has a suite of new services launching this year. These include: 1 - W-form automation and management, 2 - Withholding Tax Support, 3 - Global Transfer Agency – leveraging its KYC passport for investor support. This enhanced functionality will provide investors with a seamless experience throughout the fund lifecycle—from selection and subscription to settlement and reporting. ↗

Apperio introduces Apperio Insights. Apperio Insights is a gen AI legal spend management platform with access to continuous unbilled and billed data. Features of Apperio Insights includes: 1 - Conversational analytics: Ask your legal spend data anything. 2 - Avoid budget surprises with continuously updated, in-progress legal spend data. 3 - Change analysis: Track KPI trends and performance. 4 - Human-AI synergy: Smart decision-making with human oversight. 5 - Simplifying advanced legal spend analytics with GenAI: No data science required. 6 - Seamless integrations: Works better with existing tools. ↗

CAIS unveils the CAIS Models Marketplace, a centralized hub developed to streamline access to alternative investment model portfolios. CAIS Models Marketplace enables wealth management firms to host and access multi-asset and multi-manager alternative investment models while giving advisors an efficient way to integrate alternatives into client portfolios. CAIS Models Marketplace will offer three multi-asset and multi-manager model portfolio configurations, enabling advisors to allocate seamlessly through CAIS’ trade technology: 1 - Wealth Firm Model Portfolios – Investment models developed by wealth management firms and tailored to their end-clients’ portfolio composition needs and investment goals. 2 - Asset Manager Model Portfolios – Investment models developed by alternative asset managers, providing a different way to access their funds. 3 - CAIS Advisors Models – A suite of multi-asset, multi-manager model portfolios developed by CAIS Advisors, featuring alternative investment products available on the CAIS Marketplace. The Models Marketplace is integrated with CAIS Compass, a portfolio construction tool that offers users the ability to analyze how alternative investments would affect certain portfolio characteristics. ↗

Earnest Analytics adds AI-powered text summaries to its online platform, Dash. EarnestAI: Summaries leverages large language models to turn data into actionable insights. Clients can now read real-time data interpretations as they select custom data cuts. EarnestAI: Summaries uncovers 1 - competitive dynamics, 2 - company performance, and 3 - changes in customer behavior, including retention trends, shifts in wallet share, and shopping preferences. ↗

Anduin Transactions releases its latest solution, Integration Hub. Features of Integration Hub include: 1 - CRM Integration, two-way data sync from Anduin to your CRM. 2 - File storage to securely store and organize important documents. 3 - Communication enhancements with investor insights straight to your inbox. 4 - Automate and customize investor AML/KYC check. ↗

Tactyc by Carta now syncs real-time cap table data, eliminating the need for manual entry. What does this enhancement mean for fund managers? 1 - Accurate, real-time ownership data—no more outdated forecasts, 2 - Automated financing updates—get notified instantly about new investments and new rounds, 3 - Quick decision-making—spend less time on manual inputs, more time forecasting and planning, 4 - Customizable data imports. ↗

ValueWorks releases platform version 1.26, which includes two product updates. This new release includes updates for: 1 - optimized investor reporting PDF-export to enhance KPI presentation and includes pinned comments. 2 - streamlined navigation of financial reporting - now users can switch between Actual Comparison and Actual Overview with new icons and use the filter bar to compare LTM view or Year-To-Go. ↗

FundCount unveils its latest release that addresses automating cash reconciliation. FundCount has introduced a new tool that automatically compares records with external bank and credit card sources. FundCount’s latest release helps match ledger data against accounts fed in from Plaid. It flags transactions that don’t line up; so no more sifting through rows of raw data to pinpoint the one item that went missing. The system also handles journal entries for credit card spending. These enhancements aim to limit an end-of-month push to reconcile everything all at once, which provides accurate books each cycle. This allows finance professionals room to focus on analysis and planning in order to make strategic decisions. ↗

Worldfavor introduces AI powered ESG screening. The AI-powered ESG screening tool delivers supply chain data, automatic evaluation, and ESG scores quickly, so users can prioritize risks and take action. Also included is a data library with sustainability questions, KPIs, and questionnaires. ↗

Similarweb releases AI Chatbot traffic report tool. This new tool shows users: 1 - The pages that get AI traffic and the prompts that brought the traffic. ↗

Attio refreshes its Settings pages to improve user experience. Tables have been revamped with filters, sticky headers, and full-page scrolling so users can configure their workspace, their way. Attio has also unified layouts, headers, and back buttons across all pages to ensure a smooth workflow. ↗

OneTrust releases new data privacy agent. When a breach occurs, the Privacy Breach Response Agent by OneTrust manages the time-consuming process of evaluating the breach, mapping the geographies and regulations, identifying the notification requirements, and setting up the review and approval workflows. This is how the agent works, once a breach has been detected: 1 - Evaluates the scope of the incident: The agent collects information about the breach and contacts the privacy owner of the business to let them know the agent has begun an investigation. 2 - Identifies jurisdictions: The agent then identifies the jurisdictions of individuals impacted and maps to the correct laws. 3 - Assesses regulatory requirements: The agent determines the appropriate breach notification regulations and assesses the regulatory requirements. 4 - Generates guidance: The agent maps the breach response requirements of the regulations to the specific incident, pre-populates an incident report, and provides its recommendations to the privacy owner for review. 5 - Collaborates with the privacy team: The agent communicates and collaborates with the privacy team to ensure stakeholders are informed and aligned throughout the breach response. 6 - Creates an audit log: The agent records each step, decision, and action it takes, as well as the regulatory data used to generate its guidance. This allows the privacy team to vet the agent’s recommendations and create audit-ready documentation for both internal and external audits. ↗

DEAL ACTIVITY

Ambienta has sold Namirial, an Italian software company, to Bain Capital. Namirial's founder and management team will retain a minority stake in the business. The deal values Namirial at €1.1 billion, and is expected to complete in the second quarter of 2025, pending regulatory approval. ↗

PARTNERSHIPS & INTEGRATIONS

FINTRX & DealCloud partner to deliver enhanced private wealth data. This strategic partnership delivers FINTRX data directly within DealCloud. This integration helps private capital firms to raise capital and manage relationships using FINTRX’s data and insights on firms and contacts directly within their processes and workflows in DealCloud. With this integration, firms can now:1 - Identify & Target Ideal Investors: Access FINTRX's profiles, including investment preferences, asset allocation, and contact information, directly within DealCloud to identify and prioritize potential investors. 2 - Track Investment Activity: Leverage FINTRX data on direct and co-investments. 3 - Streamline Investor Relations: Manage investor communications and track engagement with integrated data. 4 - Improve Data Accuracy & Efficiency: Eliminate manual data entry and reduce the risk of errors with seamless data synchronization between FINTRX and DealCloud. The integration between FINTRX and DealCloud is now available. ↗

Dasseti now integrates with Nasdaq eVestment. With this integration, users can autofill questionnaires, maintain consistency and elminate manual data entry. This new partnership enables: 1 - fast response times 2 - prefill from eVestment data 3 - AI assisted draft answers 4 - single source of truth across teams 5 - consistent client communication. ↗

Green Project teams up with EcoVadis to enhance sustainability for suppliers. This partnership focuses on accelerating the decarbonization journey through renewable energy procurement. Benefits for suppliers include: 1 - Renewable Energy Certificates (RECs) aligned to RE100 standards. 2 - Downloadable retirement statements to validate their green energy commitment. 3 - Global portfolio of certified products ensuring access to clean electricity worldwide. 4 - Recognized Scope 2 emissions reductions by the Science Based Targets initiative. ↗

Deloitte expands strategic alliance with Salesforce. By leveraging Deloitte's AI proficiency and industry experience and Salesforce's unified platform, which combines Agentforce, Data Cloud, and Customer‬ 360 Apps, the organizations can provide scalable agentic AI capabilities and drive business value. By harnessing the strategic importance of AI, Deloitte and Salesforce are collaborating on multiple fronts: 1 - Salesforce will apply Deloitte’s industry and sector experience to develop agentic solutions for its global client base across industries, focused on enabling front office functions. 2 - Deloitte will implement Agentforce to enable growth and efficiencies across sales and client relationship management processes through solutions such as Relationship 360 (R360). 3 - Salesforce will work with Deloitte on the implementation of Agentforce solutions to enable efficiencies within its global operations. ↗

SUBSCRIBE and DealCloud partner to simplify private market operations. This integration automates data synchronization between SUBSCRIBE and DealCloud, eliminating the need for manual updates. With this integration, firms can improve collaboration, enhance decision-making, and reduce operational risks. ↗

Forge Global and Yahoo Finance launch public-to-private company comparison tool to expand investor access to private market data. This collaboration introduces a new public-to-private company comparison tool, offering investors real-time pricing and valuation data for late-stage US private companies. With this new partnership, Forge is bringing its proprietary pricing data to Yahoo Finance. The integration of Forge Price — a derived, indicative price, calculated daily for hundreds of pre-IPO, late-stage companies — with Yahoo Finance allows investors to compare the performance of private and public companies side-by-side. Additionally, investors can leverage synthesized data from secondary market transactions, recent funding rounds and indications of interest. ↗

Inecobank launches its latest SME lending transformation, powered by Atfinity. Enhanced features include: 1 - End-to-end digital lending – Eliminating manual processes, reducing errors, and increasing efficiency. 2 - Automated loan origination & decision-making – Loan approvals are fast, driven by structured workflows and automated documentation. 3 - Centralized and connected data – No more fragmented systems! Inecobank's client advisors can now access and process loan applications seamlessly. 4 - Real-time monitoring & compliance – Ensuring SLA adherence, operational oversight, and structured assessments. ↗

BlackRock goes live with public-private model portfolios; simplified access made possible by GeoWealth and iCapital’s technology. The models are powered by GeoWealth’s UMA technology and supported by iCapital’s underlying technology capabilities. This collaboration is designed to simplify and enhance advisors’ ability to allocate across public and private markets. These models will provide advisors with intuitive workflows, efficient reporting tools, and comprehensive investment management capabilities throughout the investment’s lifecycle. iCapital’s Multi-Investment Workflow Tool streamlines the entire alternative assets investing experience. ↗

Passthrough now integrates with Snowflake. With Passthrough’s new integration, users can add investor onboarding data to their warehouse automatically, ensuring investor actions—from invite to completed subscription document—is captured and available for reporting, analysis, and decision-making. With Passthrough’s Snowflake integration, users can: 1 - Automatically push investor onboarding data into Snowflake—no manual exports or extra steps. 2 - Combine investor information with fund performance, CRM, and capital flow data. 3 - Track fundraising activity in real time without needing to log into multiple systems. 4 - Ensure investor data fits into your firm’s data strategy without disrupting existing workflows. By sending investor data directly to Snowflake, Passthrough helps asset managers centralize and structure their data for enhanced reporting and decision-making. ↗

Peachscore and Carta partner to provide early-stage startups with equity management tools. Peachscore is a data-driven accelerator platform. Through this partnership, accelerator participants will gain access to Carta’s equity management software, enabling them to track and manage their company’s equity from the start. They will also benefit from co-hosted educational sessions and workshops covering topics such as cap table management, fundraising strategies, and equity compensation to help startups make informed decisions and navigate the complexities of equity management. ↗

Vinnergi partners with Dealstack to implement and manage their employee equity plan. Vinnergi is a portfolio company of Polaris Private Equity. By leveraging automation, Vinnergi eliminates the inefficiencies of manual processes and has built a scalable ownership framework for the future. Key outcomes of this partnership include: 1 - seamless onboarding, 2 - streamlined data collection & compliance: KYC, investment agreements, and signatures were handled with no manual admin, 3 - Ongoing equity management. ↗

One.Five Partners reveals strategic partnership with Rio AI. By combining One.Five Partners’ experience with ESG strategy with Rio AI’s data intelligence, both firms are helping businesses move beyond basic compliance toward AI-powered sustainability solutions. One.Five Partners is a consulting and advisory firm specializing in climate finance solutions for businesses and governments in emerging markets. ↗

MeetRecord integrates with Attio. MeetRecord for Attio CRM is a managed integration that allows users to access and utilize conversation data created by MeetRecord directly within the Attio CRM. The integration between Attio and MeetRecord synchronizes essential data, provides business insights and streamlines sales operations. Features of Attio to MeetRecord: 1 - Deal Stage Information: Sync deal stage information from Attio to MeetRecord to track sales progress alongside customer interactions. 2 - Contact Sync: Automatically sync contacts involved in sales calls from Attio to MeetRecord, ensuring participants are accurately recorded. 3 - Account Sync: Keep account information up-to-date across both platforms for seamless tracking and analysis. 4 - Activity Sync: Sync emails and sales activities from Attio into MeetRecord for a view of customer engagement. Features of MeetRecord to Attio: 1 - Meeting Summary: Push meeting summaries from MeetRecord directly into Attio, keeping sales team informed and up-to-date. 2 - Deal Summary: Sync detailed deal summaries from MeetRecord to Attio for improved pipeline management. 3 - Deal Health Score: Transfer deal health scores from MeetRecord to Attio, helping prioritize deals based on their likelihood of closing. 4 - Meeting Score: Include meeting scores in Attio to assess the effectiveness of each customer interaction. 5 - Meeting Link: Attach meeting links from MeetRecord to Attio records for easy access. ↗

Subscribe partners with Intapp. This new partnership will offer real-time data flow, the ability to sync and update investor data and connect CRM and investment platforms. ↗

LeadingMile and Dynamo Software form strategic partnership to drive digital transformation and enhance operational efficiency across the alternative investment industry. By combining LeadingMile's consultancy services with Dynamo’s technology, this partnership helps private market firms optimize their operations effectively, enhancing agility and strategic foresight. This strategic alliance aims to help clients handle market challenges effectively by enhancing their adaptability and insight. ↗

S&P Global Market Intelligence launches Visible Alpha on S&P Capital IQ Pro Platform. Visible Alpha's content will now be available to S&P's users as an add-on offering. The launch of Visible Alpha data and capabilities into S&P Capital IQ Pro will allow users to access: 1 - Consensus estimates and financials for more than 1 million line items from more than 200 contributors across more than 7,300 companies. 2 - KPI, segment, income statement, balance sheet and cash flow statements across more than 170 industries, with ability to click-through to source documents and models. 3 - Enhanced discoverability via a line-item search. 4 - Curated peer groups to enable streamlined and enhanced peer analysis. Visible Alpha was founded in 2015 and acquired by S&P Global in May 2024. ↗

Principal Asset Management has now extended its transfer agency relationship with SS&C. SS&C Global Investor & Distribution Solutions will provide a full range of fund services to Principal's 114 mutual funds comprised of 467 mutual and retail alternatives share classes, with approximately $160 billion in assets under management. ↗

Investec selects 73 Strings to enhance portfolio monitoring. Investec’s Private Credit team has selected 73 Strings to help enhance portfolio monitoring capabilities for its Direct Lending and Private Capital platforms. Using 73 Strings’ AI-powered platform will help Investec: 1 - Automate data collection and extraction – eliminating manual inefficiencies. 2 - Centralize and Structure Portfolio Data – integrating information from internal teams, third-party systems, and portfolio companies into a single, standardized source of truth. 3 - Enhance analytics and reporting – delivering real-time, data-driven insights for fast investment decision-making. With 73 Strings, Investec will scale portfolio monitoring operations efficiently while maintaining full control over its AI and data strategy. ↗

Canoe Intelligence welcomes Interchange Capital Partners to its roster of clients. Canoe will be helping Interchange Capital Partners by modernizing its alts operations and delivering an enhanced client experience. ↗

OFFICE & PERSONNEL

mnAi announces two new leadership promotions. Ricky Cowan has been promoted to Global Head of Partnerships. Cowan was formally a Managing Director at the company since Jan 2022. mnAi has also promoted Paul Ashby to Chief Revenue Officer. In his new role, Ashby will be focused on: driving strategic revenue growth, expanding its market presence, enhancing client engagement, leading its commercial strategy and helping with product development by maintaining and integrating customer feedback for enhancements and new features. ↗

Blaine Sinclair is the new Global Head of Talent Acquisition at S&P Global. From March 2022 until now, Sinclair was the Head of Talent Acquisition, EMEA. Before joining S&P. Sinclair spent time at IHS Markit and Ipreo, which was acquired by IHS Markit. ↗

Broadridge promotes Swatika Rajaram to the role of President of Bank & Broker-Dealer, Investor Communication Solutions. In this new role, Rajaram will lead Broadridge's regulatory solutions for Banks, Broker-Dealers, Global Custodians, and Asset Owners, covering Proxy services worldwide, Institutional Voting, Corporate Actions, and Class Actions. Rajaram has over a decade of leadership at Broadridge in P&L ownership, product management, strategy, and management consulting. She also spent time at GLG and McKinsey. ↗

SS&C Technologies welcomes Francesco Vanni d'Archirafi to its Board of Directors. Vanni d'Archirafi is the newest independent director added to SS&C's Board of Directors. Vanni d'Archirafi is a global business leader with a record of strategically growing revenue, earnings, and shareholder value at public and privately-owned financial services companies. ↗

Eldar Tinjić starts new position as Director of Engineering at AlphaSense. Tinjić has been with AlphaSense for almost six years and was most recently an Engineering Manager. ↗

Cadence appoints two new people at the company. Erica R. joins Cadence as a Client Service Associate on the Transcription team, and Bárbara Giuliana Maggi steps into the same role on the Interpretation team. ↗

Gervens Janvier joins Venture360 as Lead Accountant. Janvier brings over a decade of experience in hedge and private equity fund accounting, financial reporting, and process optimization. Until recently, Janvier was a Senior Hedge and Private Equity Accountant at SS&C Technologies . He also spent time at State Street and Transamerica. ↗

Cathy Doyle is the new VP of Global Enablement at OneTrust. Doyle's focus is on driving transformation and equipping teams with the tools, resources, and knowledge they need to thrive in the tech landscape. Before joining OneTrust, Doyle spent time at Okta, Salesforce and Monster. ↗

Alkymi welcomes Howard Chen to the team as its new Senior Frontend Engineer. ↗

VENDOR RESEARCH & WHITEPAPERS

Verity has a new blog, "Are Spreadsheets Getting in the Way of Good Engagement? 5 Signs for RI Teams". In this blog, readers can learn 5 signs they've outgrown spreadsheets and discover practical solutions for better engagement. ↗

Grata has a new article, "Top M&A Software Solutions for Efficient Deal Management". In this article, Grata explores five M&A software solutions available today and breaks down their key features. Grata also discusses emerging trends shaping the future of M&A technology and shares tips for choosing the right software to maximize return on investment. ↗

AWARDS

The Winners of the WealthBriefing European Awards 2025 have been announced.

Winners from our Vendor Profiles database include:

Wealth Management Technology Categories (Vendors):

Client Communications - SS&C Technologies
Data Provider - Preqin
On-Boarding - Atfinity AG
Change Management Process/Best Implementation of a Technology Solution - Deloitte
Innovative WealthTech Solution B2B - Addepar
Chief Executive Officer (CEO) - Canoe Intelligence – Jason Eiswerth

Wealth Management Technology Categories (in-house):

Change Management Process/Best Implementation of a Technology Solution - Canoe Intelligence
Diversity and Inclusion in Wealth Management (Company) - Deloitte ↗

Nasdaq named joint winner of "Best ESG Reporting – Large Cap" at the IR Impact Awards. ↗

FIS Treasury & Risk Solutions wins two awards at the 2025 Treasury Management International Awards for Innovation & Excellence. FIS won the Best Cash & Treasury Management Solution award and the Solution Innovation in AI award in the Technology & Innovation category. ↗

Maestro has been named Value Creation Software Solution of the Year by Actum Group at the Private Equity Value Creation Awards. ↗