This Week’s Vendor News

NEW & UPDATED PRODUCTS

Ontra unveils Accord, an AI-powered software that enhances contract negotiations. By automating routine contracts, Accord streamlines and simplifies contract negotiation, which enables firms to reduce costs, accelerate deal flow, and free up in-house teams for high-value work. Accord eliminates manual work associated with contract negotiation and management and helps teams craft negotiation playbooks, surfaces precedent, and automatically suggests relevant markups with AI purpose-built for private markets. ↗

AlphaSense launches Generative Grid. Generative Grid automates research workflows by applying multiple generative AI prompts across uploaded content and AlphaSense’s library of 300M+ documents, including filings, call transcripts, expert interviews, news, and more. Features include: 1 - Extract insights from multiple documents at once. 2 - Display reliable, digestible results for fast decision-making. 3 - Direct Citations – jump to source material for context and confidence. 4 - Custom & Pre-Built Templates. ↗

Valueworks.AI introduces the No-Code Query Builder on its platform. With the new No-Code Query Builder, users can define KPIs, apply custom formulas, and automate updates, without writing a line of code. ↗

Salesforce unveils Tableau Next, built on the Salesforce Platform and integrated with Agentforce. Tableau Next is an agentic analytics platform that transforms self-service analytics in a modular way—with reusable components, semantic AI, and consistent data built into workflows for every user, department, and industry. Tableau Next is equipped with metrics and predictive and generative AI capabilities to forecast future trends and help people take actionable steps based on those predictions. As a composable platform, Tableau Next allows teams to build analytical agents to use for any enterprise use case, extensible into other third-party applications. ↗

Carta launches the Investor Relations Hub. With Carta's Investor Relations tools, users can: 1 - Raise investor confidence with strategic updates. Share company updates, track engagement, and optimize your pitch by knowing who’s reading your messages and attachments. 2 - Securely share documents. Use a virtual data room to store and control access to financials, term sheets, and investor decks. 3 - Centralize investor management. Manage cap table access and view investor ownership details and contact info in one place, while responding to investor requests for information. ↗

OneTrust unveils its Winter Release, which includes new features that are aimed at automating tasks, increasing risk team productivity, and improving user experience. These new features include: 1 - Automate the collection of AI project details for AI Governance, which include MLOps integrations and Azure OpenAI integration. 2 - Data Explorer, which helps data governance professionals shift focus from tracking data management tasks to evaluating data’s readiness for use across the organization. 3 - Multi-scope compliance that enhances visibility to manage compliance projects across different areas of business or specific systems and assets. This includes shared controls and multi-inventory initiatives. 4 - AI Assistant: The addition of a OneTrust Copilot to myOneTrust will provide quick answers to frequently asked questions, guiding deployment, implementation, and more. 5 - Automate third-party lifecycle with data-enabled, AI-driven third-party risk assessments. Release features include RiskRecon Data Expansion, Risk-Led Due Diligence Screening Request Templates and AI Document Scanning: Questionnaire Response Generation. ↗

Attio introduces AI Attributes, which brings Attio's AI agents directly into lists, views and record pages. AI Attributes brings four new capabilities directly into the workspace: 1 - Research Agent: Automatically research anything about any company or contact. 2 - Classify Record: Categorize and tag records based on the context stored in Attio. 3 - Summarize Record: Digest records instantly. Turn attributes into actionable summaries that capture key points. 4 - Prompt Completion: Create AI attributes that answer specific questions about data. ↗

Arch updated its website. New things on the website include: 1 - Pictures of the team. 2 - About Us section. 3 - Customer quotes. 4 - Who Arch integrates with. 5 - Press. 6 What the product actually does. ↗

ROYC launches February platform updates. These updates include: 1 - Enhanced Access Right Management, 2 - Centralized Multimedia Hub, 3 - Investment Access Management and 4 - New Notification Module. ↗

Pyxis unveils Smart Insights for insight generation. Smart Insights helps uncover trends and insights from reports. Smart Insights is available across all templated reports, such as Merchant Share of Wallet and Merchant Overlap, and works for: 1 - Instant insights on reports – extract trends from reports. 2 - Understanding shared reports – Get a snapshot of findings when someone shares a report. 3 - Discovering hidden insights – Uncover additional trends that might have been missed. ↗

Floww introduces Pages, a new way to engage investors. What’s new in Pages 1 - Craft pages with custom headers, charts and embedded images. 2 - Advanced engagement tracking – Gain real-time insights into investor interactions, track views and downloads, and refine strategies. 3 - A centralized hub for fundraising – Keep all materials organized, control access and ensure investors see the latest updates. ↗

DEAL ACTIVITY

Dasseti acquires Metric to strengthen its ESG capabilities. Metric is an ESG data collection and reporting solution. This strategic move enhances Dasseti's ability to support institutional investors, private equity GPs, and fund managers in managing ESG data efficiently and securely. Clients will now benefit from: 1 - enhanced ESG data collection tailored to investor and regulatory needs, 2 - streamlined reporting with automated, audit-ready insights and 3 - deep analytics for more informed decision-making. ↗

Aquiline to acquire SEI’s Family Office Services business. Aquiline is a private investment firm specializing in financial services and technology. Following the transaction’s close, the merged businesses will operate as Archway. As part of the transaction, Family Office Services employees in SEI’s Indianapolis, Denver, and Oaks offices, including members of the Family Office Services business’ leadership team, will transition with the business. The total purchase price is $120 million, and the transaction is expected to close in late second quarter 2025, subject to applicable regulatory approval and other customary closing conditions. ↗

TMF Group acquires EWM Global to expand service portfolio. Together, the two firms will offer clients a single solution to managing their incentive compensation with TMF Group’s fund administration and payroll services wrapping around EWM Global’s compensation platform. This acquisition also allows TMF Group to bring EWM Global's capabilities to its clients around the world. ↗

PARTNERSHIPS & INTEGRATIONS

Salesforce and Google Cloud Sign $2.5 Billion deal to expand AI and CRM integration. Benefiting joint business customers, the firms said the deal seeks to enhance interaction between Google Workspace and Salesforce's CRM and AI solutions. ↗

OneTrust expands Azure OpenAI integration for AI agent governance. OneTrust’s integration with Azure OpenAI now automates the capture of agent deployments, centralizes project records, and eliminates manual data entry into new interfaces to save time, reduce friction, and streamline compliance with laws such as the EU AI Act.    Key features include: 1 - Automated Agent & Model Registration: register both AI models and agents as they are created in Azure OpenAI, capturing project details at the point of deployment.   2 - AI Lifecycle Management: manage the full AI lifecycle by associating ML models, agents, and training data with AI projects, triggering AI impact assessments to uphold responsible AI principles. 3 - Transparency Reporting: Generate real-time system, agent, and model reports quickly, consolidating purpose, performance, training data, and limitations into a transparent view for stakeholders. ↗

PitchBook and Morningstar partner to launch Morningstar PitchBook Buyout Replication Index. The Morningstar PitchBook Buyout Replication Index is designed to replicate the characteristics of buyout investing within a liquid, transparent portfolio. The index will use AI to help identify public companies with take-private characteristics such as free cash flows and stable margins. ↗

Canoe Intelligence launches Canoe Pro Tech, a new category of technology partnerships that extends the company’s platform capabilities. This launch features two inaugural solutions: Exchangelodge’s data governance platform and Amplify’s API integration suite. Canoe Pro Tech will enable partners to deliver complementary technology solutions that are natively integrated with Canoe’s platform. The inaugural Canoe Pro Tech solutions address the following challenges across the alternatives data management lifecycle: 1 - Data Validation & Enrichment Canoe Pro Tech: Exchangelodge transforms how firms validate and enrich their alternatives data. This partnered solution delivers configurable data exchange workflows that ensure data quality and completeness, powered by an AI-driven calculation engine for automated validation and reconciliation. 2 - Document Management Automation Canoe Pro Tech: Amplify API Platform eliminates manual document handling since this solution automates document transfers between Canoe and document storage platforms while supporting customized naming conventions and folder structures. The Exchangelodge and Amplify Pro Tech solutions are available immediately to Canoe clients through a streamlined contracting and implementation process. ↗

FactSet collaborates with interop.io to elevate buy-side trading efficiency. This collaboration enhances Portware, FactSet’s multi-asset Execution Management System, delivering interconnected technology to optimize trading workflows and provides buy-side traders with efficiency and flexibility across the portfolio lifecycle. Interop.io’s interoperability framework enables buy-side traders to aggregate disparate technologies into one unified interface. FactSet Portware and interop.io clients now onboard new trading tools that complement their workflows, providing them with the flexibility needed to tailor their trading operations. ↗

SimCorp integrates LSEG's Yield Book into Axioma Risk analytics suite. This integration enables SimCorp to complement its Axioma risk models and portfolio construction capabilities with Yield Book’s fixed income analytics. This integration will provide SimCorp clients with access to fixed income analytics including risk forecasting, sensitivity analysis, stress testing and factor-based decomposition of risk. These capabilities will help institutional investors drill into the risk factors and help them make better investment and risk decisions. The partnership addresses the need for securitized debt analytics among SimCorp’s client base and builds on its existing collaboration with LSEG. ↗

Atominvest partners with redalpine, a pan-European venture capital firm headquartered in Zurich. Redalpine, which was founded in 2006, manages over $1B in AUM and focuses on backing companies across sectors that include AI, deep tech, health tech, and data solutions. ↗

SteelBridge Consulting unveils strategic partnership with Allvue Systems. This collaboration aims to:1 - Enhance operational efficiency and empower investment decisions for its clients. 2 - Leverage Allvue's fund accounting software and investor portal + CRM platform. 3 - Deliver solutions tailored to the needs of private equity managers. ↗

Nordnet Bank AB selects Shareholder Disclosure solution from Broadridge. Nordnet Bank AB is a pan-Nordic digital platform for savings and investments. By using Broadridge's Shareholder Disclosure Hub, Nordnet Bank can meet its SRD II obligations and provide data security for its operations in Sweden and other European markets. The Shareholder Disclosure solution processes live requests while adhering to compliance deadlines. ↗

Nexus Assurance welcomes Titanbay Ireland as a new client. By choosing Nexus Assurance, Titanbay Ireland is taking the steps to enhance its compliance and DORA governance. By leveraging Nexus Assurance’s NAVIGATOR platform, Titanbay will strengthen its digital oversight, ensuring regulatory alignment and operational resilience. Key benefits include the ability to maintain a digital DORA Register of Information, while also tracking performance, risk management, and compliance in outsourced services. ↗

Arrowpoint Investment Partners chooses SS&C for fund administration. Arrowpoint Investment Partners has selected SS&C GlobeOp to administer its flagship $1 billion multi-strategy fund. The fund currently leverages 18 portfolio managers in Hong Kong and Singapore across different strategies. ↗

Worldfavor welcomes Alflow Scandinavia A/S to its network to enhance its supply chain transparency. By assessing the supply chain, Alflow can provide reassurance to buyers and simplify reporting. Alflow chose Worldfavor to not only access supplier data, but to help suppliers improve. ↗

Capital Generation Partners selects Backstop Solutions Research Management System to enhance fund evaluation and due diligence. Capital Generation Partners, based in London, is an investment advisory firm to ultra-high net worth clients with $3.5 billion AUM currently. Capital Generation Partners chose Backstop for its multi-asset class capabilities, user-friendly UI/UX, and credibility in public and private markets. Backstop’s RMS enables Capital Generation Partners to consolidate its qualitative and quantitative data and documents into a unified platform across all asset classes. With multiple investment teams covering various asset classes, Backstop’s RMS will enable Capital Generation Partners to maintain a consistent, view of all inputs, supporting collaboration and decision-making. ↗

Rathbones Investment Management International chose Dasseti ENGAGE to streamline its consultant database management and enhance investor relations. Rathbones is a UK’s wealth manager with £109.2bn in funds under management and advice. With Dasseti ENGAGE’s Narrative Templates, Rathbones can efficiently manage and update content across consultant databases, ensuring consistent communication with stakeholders. ↗

LPL Financial Holdings broadens relationship with SS&C Technologies. LPL Financial, which uses SS&C's Brokerage Solutions, will leverage SS&C ALTSERVE to grow its alternatives business. LPL will now be able to offer its advisor network a positive client experience through: 1 - The ability to onboard and transfer alternative investment positions to LPL custody. 2 - Increased capacity to transfer positions in both taxable and tax-exempt registrations. 3 - Expedited subscriptions, redemptions, transfers, distributions, capital call processing, and more. 4 - Improved timeliness and accuracy of position valuations and reconciliation on LPL's platform and on account statements. ↗

OFFICE & PERSONNEL

SEI Executive Vice President, Sean Denham, is expanding his role to Chief Financial and Chief Operating Officer. In addition to his current responsibilities as CFO, Denham will oversee the company’s information technology, operations, and human resources functions, effective immediately. Denham’s operational responsibilities will include leading SEI’s daily global operations, including investment operations through SEI Private Trust Company, procurement, marketing, and talent acquisition, retention, and development. He will also oversee the company’s technology strategy, execution, and information delivery for all SEI platforms and applications. Denham joined SEI in March 2024. As CFO, he is responsible for leading finance and accounting, corporate controllership, internal audit, business management, and investor relations functions, as well as administering the internal audit function. Prior to joining SEI, Denham spent 20 years in various leadership roles at Grant Thornton and most recently served as regional managing partner for the Atlantic Coast. ↗

FNEX launches FNEX Wealth, a multi-family office and wealth management firm. FNEX Wealth provides a turnkey family office solution that allows wealth managers to offer their clients private market access and tailored investment strategies. By integrating alternative investments, private investment access, and family governance solutions into a seamless financial ecosystem, FNEX Wealth enables advisors to strengthen client relationships and provide enhanced family office services. ↗

CAIS names Tim Shannon and Brad Walker as Co-Presidents. In these newly created roles, Walker will be in charge of overseeing all client-facing initiatives, while Shannon will remain focused on optimizing CAIS’ operational infrastructure. Both Walker and Shannon will be based in New York City and report directly to CAIS Founder and CEO Matt Brown. Walker joined the firm in 2012 and has been integral to expanding the platform and enhancing the firm’s relationships with independent financial advisors and asset managers. Shannon, having served as President for over a decade, has helped build the company’s operational infrastructure and governance. ↗

Kroll is launching its Equity Capital Markets Advisory practice following the acquisition of Locust Hill Advisors. Led by David Galper, founder and managing partner of Locust Hill, this new practice will enhance Kroll’s global investment banking platform by expanding its services to clients pursuing IPOs and other equity capital market transactions, including follow-on offerings, block trades, convertibles, private placements and multi-track processes. Galper, Head of Equity Capital Markets Advisory at Kroll, is an IPO advisor with more than 25 years of investment banking and capital markets experience at firms that include ICR Capital, KeyBanc Capital Markets, Jefferies, Lehman Brothers and Deutsche Bank. ↗

Advan Research appoints Thomas Paulson as Head of Market Insights. In this role, Paulson will lead Advan's research initiatives, focusing on delivering analysis and use cases across various sectors. Paulson previously served as Director of Research and Business Development at Placer.ai. His background also includes two decades as a Wall Street analyst and portfolio manager in asset management at Alliance Bernstein, Cornerstone, and others. In his new role, Paulson will spearhead research endeavors that integrate geolocation and transaction data as well as offering clients perspectives on market trends and consumer behavior. ↗

Michelle Turner joins Ontra as Director of Product Marketing. Until recently, Turner was the Director of Content Marketing at Procore Technologies, where she worked for over six years. ↗

AirFund welcomes Emma-Jayne Wood and Amélie H to the company. Wood joins AirFund as the Sales Director-Technology. With a background in B2B business development, Wood will lead the development of AirFund's SaaS Digital Solutions offering. Amélie H. joins the team as a Compliance & Risk Specialist. ↗

Fundguard plans for APAC expansion. Fundguard will use local market dynamics to expand their client base in the APAC region, alongside supporting existing global clients with an established presence in APAC. Fundguard also aims to optimize their platform to meet local regulatory standards. ↗

Eric Putler starts new position as Director of Channel Partnerships at InvestorFlow. Putler has been with InvestorFlow since November 2022. Before that, Putler was a Senior Account Manager at DealCloud, where he spent almost four years. ↗

VENDOR RESEARCH & WHITEPAPERS

FundCount has a new blog, "Fund Accounting Explained". This blog explains what fund admin are and what they do. It also states that when a fund admin transitions from traditional spreadsheets to a dedicated fund accounting system, it can lead to increased accuracy in daily reconciliation, the elimination of repetitive manual tasks, and the ability to quickly access customizable reports that provide both peace of mind and operational agility. ↗

Cyndx has a new blog, "AI Is the New Standard in Dealmaking — Adapt or Be Left Behind". In this blog, Cyndx discusses the growing role of AI in M&A and investing, the shift toward AI-powered dealmaking, tools shaping the future of dealsourcing and the future of AI in investing. ↗