This Week’s Vendor News

NEW & UPDATED PRODUCTS

WealthBlock launches Investor Workflow to streamline capital raising. This newly launched investor workflow functionality is designed to streamline, automate, and accelerate the subscription process for asset managers. ↗

S&P Global Market Intelligence releases new Automated Data Ingestion capability within iLEVEL. The newly available capability is designed to enhance the way asset managers monitor their portfolios, reducing the time spent gathering and uploading large volumes of data. The new Automated Data Ingestion capability offers intuitive functionality that helps deal teams and portfolio companies add new documents. Once uploaded, the latest data is automatically extracted and mapped into iLEVEL, making it readily available for portfolio analytics, valuations, peer comparables, commitment pacing, and reporting workflows. Key capabilities of this new innovation include: 1 - AI-driven data extraction: The capability utilizes AI to extract structured and unstructured data from original source documents, including PDFs and spreadsheets, and map the data into iLEVEL; 2 - One-time document collection set-up: Users can seamlessly customize workflows for each portfolio company; 3- Recurring collection of any document type: Automated workflows support the recurring collection of various document types across multiple reporting periods; 4 - Data validation and mapping: Users can navigate the validation experience and make real-time corrections to extracted data; 5 - Audit experience: Enhanced visibility into workflow status with click-to-data-trace functionality for original document access. ↗

ROYC Group unveils platform updates from January 2025. 1 - Is a new feature that lets users share investment accounts, which enhances how investors collaborate and manage shared portfolios. 2 - Next is a Portfolio Filtering Visualization Tool, which now allows granular control over portfolio views. This helps investors make informed decisions with portfolio visibility. 3 - The group investments feature now offers comprehensive template support for both simple and complex structures, along with enhanced excel templates featuring NAV and TVPI calculations. ROYC also improved reporting with historical data tracking, activity logs and customizable views that track investment valuation sources. It also added bulk upload capabilities for efficient management of multiple investors. ↗

Attio launches new 'Exit from sequence' block on its platform. This means users can now automatically exit a record from any email sequence, helping them target the right people at the right time, with the right message. For example, if running a sequence to nurture users on a free trial, you can now build a workflow to automatically exit users from the sequence when they convert to a paid subscription. ↗

Bloomberg unveils US Treasury Dealer Algos. This new offering expands buy-side access to liquidity through dealer algos. It provides buy-side clients with access to pools of liquidity usually available only on dealer-to-dealer trading platforms. Bloomberg’s UST Dealer Algos solution enables clients to access the algo strategies of dealers on Bloomberg’s Fixed Income Trading offering. Dealer algos offer clients the opportunity to execute larger size trades, at tighter pricing, with a reduced market impact. ↗

DEAL ACTIVITY

IQ-EQ acquires Agama Group, gaining a regulatory compliance service offering in continental Europe. This acquisition of Agama builds upon IQ-EQ's suite of services for fund and asset managers operating in France, including fund administration, outsourced CFO, valuation, risk management and third-party AIFM services. Philippe Levrel and Louis-Grégoire Logre will continue to lead Agama as Managing Directors and will join the senior leadership team of IQ-EQ France, reporting directly to Bertrand D’Anselme, CEO of IQ-EQ France. Jean-Bernard Quillon will continue to lead Agama Advisors in Luxembourg as Managing Director, with a reporting line into IQ-EQ’s senior leadership in Luxembourg. As of today, Agama will go to market as ‘Agama IQ-EQ’ prior to a full rebrand to IQ-EQ once the businesses have been successfully integrated. ↗

SS&C Technologies acquires FPS Trust. FPS Trust focuses on providing services to banks and institutional retirement plan providers. Based in Centennial, Colorado, FPS Trust offers high-volume beneficiary distributions, paying agent services and tax processing solutions to institutional trustees and retirement plan administrators. FPS Trust will operate within SS&C Innovest. Financial terms were not disclosed. ↗

Deloitte acquires SimplrOps, a SaaS technology company specializing in HCM and cloud ERP management and automation. Deloitte has acquired mostly all of the assets of SimplrOps, a tech company known for streamlining and automating Workday, SAP and Oracle operations and implementations. This new acquisition enhances Deloitte’s cloud enterprise resource planning and human capital management capabilities, driving efficiency and innovation. The platform also allows Deloitte to embed functional practices and conduct real-time checks, reducing data discovery time from weeks to minutes. ↗

PARTNERSHIPS & INTEGRATIONS

DiligenceVault and Bipsync form strategic partnership to change data-driven due diligence processes for investment management. This new integration provides clients across asset manager and allocator segments with a seamless solution that automates the flow of data and research between DiligenceVault and Bipsync – eliminating manual data input, enhancing transparency, and delivering a comprehensive view of investment operations for mutual clients. The collaboration between DiligenceVault and Bipsync offers efficiency in managing RFP and DDQ workflows and will optimize processes across the investment lifecycle – including manager research, operational due diligence, legal, compliance, ESG, tax, and accounting. Key Benefits of the Integration: 1 - Streamlined Data Management: Clients can sync firm, product, and contact metadata between DiligenceVault and Bipsync, eliminating data and process redundancies and saving time. 2 - Enhanced Transparency: Due diligence project information and documents collected by DiligenceVault are now available on Bipsync, improving visibility and supporting informed decision making. 3 - Operational Efficiency: By automating data and document workflows between the two technologies, client teams can dedicate more time to analysis and decision-making rather than manual administrative tasks. ↗

Maestro now integrates with iLEVEL. Maestro users will have new opportunities to understand the direct impact of value creation strategies on company growth. Through this new integration, users of both Maestro and iLEVEL will have access to a consolidated, real-time view of operational and financial metrics. Users will be able to quantify the impact of specific initiatives, increase transparency and collaboration between and among sponsor and management teams, and better understand which activities and levers yield the greatest impact. By improving the workflow of data input into Maestro, management teams can spend less time updating numbers and more time leveraging insights for decision-making. With access to consistent financial data, sponsors can drive greater alignment between deal and operating teams. ↗

SEI expands Advisor Services with three new strategic partnerships. The new strategic partnerships and services include: 1 - Jump: Allows advisor teams to cut meeting administrative time, while elevating the client and advisor experience by putting notes and tasks on AI autopilot. Their AI Meeting Assistant seamlessly integrates with many advisor technology tools and is designed to be easy, customizable, and secure. 2 - Nifty Advisor Support: Provides registered investment advisors with tailored digital marketing, client servicing, and financial planning solutions. Nifty’s flexible services—available on both ongoing and project-based models—enable RIAs to streamline operations and help with compliance, while helping businesses scale efficiently and reduce decision fatigue and administrative burdens. 3 - TIFIN Wealth: Delivers a personalized investment proposal generation platform that uses advanced risk alignment as its foundation and can enhance an advisor's client view through goals-based planning and financial personality assessment. ↗

Decusoft reveals Docusign integration to streamline compensation processes. Decusoft's Compose platform now features Docusign eSignature integration. This integration will enable organizations to streamline the process of having employees sign off on their compensation details, ensuring an efficient and secure approach to managing compensation acknowledgments. With this integration, Decusoft clients can now offer employees the ability to electronically sign their compensation documents sent directly from Decusoft’s platform, leveraging the e-signature technology from Docusign. The new feature enables companies to eliminate manual paperwork, reduce administrative overhead, and manage compliance obligations with real-time documentation, all while offering a seamless experience for employees. ↗

RepRisk’s business conduct and ESG risk data is now accessible through Bloomberg’s financial and sustainability data offering. This integration provides users with the right data to make better-informed decisions in a timely and efficient way. Data-driven decisions also enable optimized workflows. ↗

Broadridge enhances NYFIX Matching solution with Symphony Messaging. To streamline communication between asset managers and their executing brokers, Broadridge Financial Solutions develops new partnership with Symphony, the communication and markets technology company, to integrate messaging technology into the NYFIX Matching platform. This latest enhancement helps asset managers to communicate directly with brokers via Symphony’s secure messaging platform, enabling compliance, transparency and streamlined resolution of post-trade discrepancies. ↗

S&P Global Market Intelligence is working with AVS-Valuation GmbH to deliver enhanced instrument pricing coverage within the fixed-income markets. By integrating AVS-Valuations GmbH's Schuldscheindarlehen and Namensschuldverschreibungen valuation service into S&P's suite of financial solutions, its aims to complete the private debt valuation capabilities available to its customers. Additionally, this collaboration allows AVS’s valuations service to benefit from S&P's data in the CDS, Bond, and OTC Derivatives space by providing market information required for consistent pricing. This collaboration reflects S&P's commitment to providing reliable pricing information in the OTC markets, including Schuldscheindarlehen. ↗

Alternatives.pe has joined Dynamo's Partner Ecosystem. Alternatives.pe is known for its data platform for venture capital, private equity, and M&A professionals. This partnership strengthens data accuracy, streamlines investor relations, and allows for smart decision making for firms across Southeast Asia and Australia. ↗

Alkymi is supporting the DeepSeek models, which enhances its ability to extract, analyze, and structure data from unstructured sources. The DeepSeek models can bring a new level of adaptability to Alkymi's platform, enabling clients to leverage AI reasoning models for their private markets data. This extends Alkymi’s existing support for LLMs such as GPT, Gemini, and Llama, giving its clients different choices and flexibility. ↗

Etcho has joined Addepar’s partner program. Etcho enables advisors to align investments with client values, transform relationships, ensure suitability, and drive business growth through a personalized advisory approach. ↗

Kineo Finance partners with Standard Metrics to automate portfolio monitoring. By streamlining investor relations and enhancing transparency between firms and their portfolio companies, Standard Metrics ensures that credit funds gain real-time visibility, standardized insights, and a positive experience. With Standard Metrics in place, the Kineo Finance team can eliminate the time-consuming process of manually gathering, consolidating, and reporting portfolio data each quarter. Instead of being distributed throughout dozens of folders and overlapping files, critical documents such as financial statements and forecasts will be structured, stored, and centrally accessible for real intelligence gathering and insights. Standard Metrics will provide a single source of truth for KPIs and investment data, and Kineo’s portfolio companies will benefit from a streamlined portal for seamless investor reporting. ↗

PortF partners with Fair4All Finance, a UK-based not-for-profit dedicated to improving access to affordable financial services for people in financially vulnerable circumstances. PortF's portfolio management platform will help Fair4All Finance to streamline data collection from their partner organizations, produce meaningful analysis to measure their financial inclusion efforts, and create actionable reports. ↗

Asset Class selected by Berkeley Assets to digitize investor onboarding and fund management. Asset Class has reached an agreement with Berkeley Assets to implement its Investor & Fund Management solution, which helps Asset Class' expansion into the Middle East. This collaboration enables Berkeley Assets to strengthen its technology infrastructure in private equity, enhancing operational efficiency and investor engagement. By integrating Asset Class’s IFM platform, Berkeley Assets will streamline investor onboarding, automate reporting, and optimize capital management. This partnership is first being rolled out across MENA & Far East, with the rest of the world integrating later in 2025. ↗

OFFICE & PERSONNEL

SimCorp names Keith Haberlin as Global Head of Business Services, Sales. Based in Boston, Haberlin brings over 30 years of experience in delivering financial, technology and data solutions to asset managers and financial institutions. Most recently serving as Co-Head of Infomediary Data Solutions at Brown Brothers Harriman, he will now drive the growth of SimCorp Business Services, which leverages SimCorp’s technology to provide outsourced Investment Operations, Data Management, and Investment Accounting services to asset managers and financial institutions. ↗

OneTrust appoints Michael Schanker as Chief Marketing Officer. Schanker brings 25 years of global growth, brand, and digital marketing experience to OneTrust. He will oversee product marketing, demand generation, marketing operations, and communications and brand teams. Schanker most recently served as EVP, Strategy for Coupa Software. Schanker’s enterprise software experience spans marketing, sales, strategy, and services roles at companies like Remix, OpenGov, Lithium, and ServiceSource. ↗

Matthew Timberlake took on a new position as Director, Market Data Platform at FactSet. For the last three years, Timberlake has been an Advisory Board Member at FactSet. Timberlake also spent time at Broadridge, as Head of North American Enterprise Implementations and Fidessa as Head of Enterprise Implementations and Professional Services and State Street as Global Head of Prime Brokerage Technology. ↗

Maxime Jacquot is the new Head of Sales - Europe at Gain.pro. Jacquot has been with Gain.pro for 4.5 years and most recently was Head of Sales - France. Jacquot previously spent time working at Nomura and Bridgepoint. ↗

Andrew Snyder is the new Managing Director, Investments | Head of Manager Selection at CAIS. Snyder has been with CAIS since November 2018 and has also worked at UBS Private Wealth Management and Vanguard. ↗

IDR hires Kevin Skorzewski as Senior Commercial Development Director. With over two decades of experience in global capital markets and investment management, Skorzewski has worked with both alternative and traditional strategies. Skorzewski joins IDR from BNY where he led the bank’s Alternative Asset Managers business development efforts in the Americas. Prior to this he held senior roles at global firms including HSBC, JP Morgan, and Bear Stearns. Based in New York, Skorzewski will leverage his industry knowledge and network to drive IDR’s commercial growth focusing on strategic client relationships and channel partnerships. ↗

Broadridge appoints Larry Conover, VP, Special Advisor for Proxy & Corporate Actions. Conover, based in New York, will be responsible for creating new ways to create value for clients within the Broadridge network globally and bring a valuable client perspective to Broadridge’s product and service evolution. He will also drive and support industry initiatives such as end-to-end confirmation for proxy contests. With more than 25 years in financial services, Conover brings previous experience from Fidelity Investments, where he was the Vice President for the Operations and Services Group. In this role, Conover had product and business management responsibilities for the Asset Services Division, which included domestic and global Corporate Actions and Proxy. ↗

Melanie Pavlidis joins Addepar's Performance Marketing group, as its Partnerships Performance Marketing Manager, based in New York. In this role she'll be responsible for enhancing relationships with current partners and launching new partnerships in 2025. ↗

BlueFlame AI welcomes five new team members who joined the company in January 2025. Alex Schott- Frontend Engineer, Brian Wojton - Client Success Analyst, Kent DePasquale - Customer Success Specialist, Joel Burnette - EMEA Sales, and Matthew Steinhilber - General Counsel. ↗

Annabel MacDonald-Smith has joined Dasseti as its new Marketing Manager. MacDonald-Smith spent the last two years at FE fundinfo as a Marketing Executive. ↗

Linge Sun is a new Director, Investment Strategy at CAIS. Sun has been with CAIS since July 2022 and was previously at Bessemer Trust and Atlantic Peak Capital. ↗

Moonfare launches in Australia. Moonfare now provides eligible Australian investors with access to private equity at lower minimums. With the addition of Australia, the Moonfare platform is now available in 23 countries. ↗

Lara Hocheiser has joined RelPro as its VP, Marketing & Partnerships. Hocheiser has previous experience as a marketing consultant to B2B SaaS companies. ↗

Altvia adds three new people to the company. Veronica Setzke joins Altvia as its Head of HR. Setzke brings prior experience in People Operations and Strategy from four different tech startups. Kristin Sullivan joins as a Senior Director of Account Management and John Lobisser steps into the role of Senior Area Vice President with over 12 years of experience in PE Fintech sales. ↗

Addepar opens new office in Pune, India. Located in Kalyani Nagar, the new facility is the hub for global R&D and operations, hosting cross-functional teams across engineering, product and more. ↗

Ivan Rella starting a new position as Senior Vice President | Alternative Investments at CAIS. Rella has been with CAIS for 2.5 years and was previously the Vice President | Product Specialist. Before CAIS, Rella spent over 10 years at Merrill Lynch. ↗

Kyle Karns started a new position as Senior GTM Manager, Private Equity & Venture Capital at Juniper Square. Karns has been with Juniper Square for almost three years. He previously held the position of Business Development, Venture Capital & Private Equity. ↗

Similarweb opens its new Singapore office. This new office is designed to support Similarweb's growth and provides a professional space for its local employees. ↗

Mergermarket welcomes a few new employees to the company. Mansi Gandhi joins as a Reporter,APAC from Westwick-Farrow Media. Her prior experience in trade media, financial reporting, and small business. Philipp Fischer, who is based in Munich, Germany, joins as a Senior Reporter and will be focusing on M&A and private equity-related news in the DACH region. Tono Gil Folgado has joined Mergermarket as a Senior Regulatory Correspondent. Folgado brings with him previous experience from his time at MLex, where he spent over three years covering EU competition policy. Based in Brussels, he has a background in covering antitrust cases, live M&A deals, and tech regulation. ↗

VENDOR RESEARCH & WHITEPAPERS

Knowledgenet.ai has a new blog, "The Future of Sales: Maximizing ROI with AI-Powered Call Analysis". Knowledgenet.ai feels that AI-powered call and meeting analysis not only streamlines CRM logging but also drives ROI by improving sales performance, reducing inefficiencies, and enhancing customer relationships. In this blog, Knowledgenet.ai provides five impacts on ROI when using AI-Powered Call Analysis. ↗

Affinity has a new blog, "7 VC platform metrics that drive efficiency (and how to report on them". Affinity feels that there are some core universal metrics that can help close deals in an efficient way. In this blog, Affinity provides some fundamental questions to answer with CRM data. ↗

Holland Mountain has a new blog, "From Simple Tool to Asset: Unlocking CRM Potential in Private Equity". In this blog, Holland Mountain explores best practices to help firms unlock the full value of their CRM systems. ↗

RobinAI has a new blog, "How the future of private debt will be shaped by technology". In this blog, RobinAI feels that private credit markets are increasingly competitive, so making use of technology is a meaningful source for fundraising, underwriting and operating for private debt investments. ↗

Cyndx has a new blog, "Business Valuation: A Complex Process – Until AI Took Over". In this blog, Cyndx states that business valuation multiples are an indispensable tool for investors, but they’re not the be-all and end-all. Optimizing metrics, applying the right methodologies, and combining them with new technologies like AI-powered platforms can help uncover hidden value and create smart and profitable deals. ↗

AWARDS

WITH Intelligence has announced the winners of the Private Asset Management Awards 2025.

Winners from our Vendor Profile database include:

Best alts solution for private wealth firms - iCapital
Best partnership accounting system - FundCount
Wealth management innovations - Canoe Intelligence

Congratulations to all the winners! ↗

Bite wins two awards from Brands Review Magazine. Bite has been awarded “Best Alternative Investment Platform 2025” and “Best SaaS Platform for Investor Management & Fundraising 2025.” ↗