This Week’s Vendor News

NEW & UPDATED PRODUCTS

DealsPlus introduces DealsPlus Flow. DealsPlus Flow is a purpose-built feature that allows PE funds and their portfolio companies to create, assign, and track tasks seamlessly across the investment lifecycle. Key features include: 1 - Customizable workflows to build and visualize task timelines. 2 - Issue & Project tracking to stay on top of statuses, priorities, and responsibilities. 3- Reporting & Dashboards for real-time visibility of status for data-driven decisions. 4- Full audit trail with transparency. Use cases include: 1 - Track & manage deadlines for tax filings, regulatory submissions, CoSec obligations. 2 - Collect & share information for management accounts, statutory registers, KYC packs, tax information, board resolutions. 3. - Automate sign-off workflows for quarterly reviews, audit confirmations, exit prep. ↗

Deus Group re-launches, with its AI-powered solution, Murphy handling merger control and competition law compliance. What’s new with Murphy? 1 - The AI technology solution automates regulatory workflows, detects risks in real-time, and provides accuracy in competition law compliance. 2 - Efficiency – The new software streamlines processes, allowing teams to focus on what is important. 3 - Deus Group is actively working towards ISO 27001 accreditation, reinforcing its commitment to compliance and governance standards. ↗

S&P Global launches new Capital Structure Analysis module within iLEVEL Credit, which digitizes the experience of analyzing a borrower’s capital structure. This capability enhances capitalization structure analysis from a manual process into an automated and integrated part of the private credit monitoring experience. ↗

Chronograph releases data capture on its platform. Chronograph’s new data capture technology is built to help GPs streamline data extraction. With Chronograph’s data capture, users can: 1 - Save hours of manual work by automatically extracting data from multi-page PDFs and documents in seconds. 2 - Reduce costly errors with real-time validations and error detection before finalizing data. 3 - Adapt seamlessly to evolving reporting needs with flexible configurations for changing reporting structures, restatements, and more. ↗

CAIS enhances its portfolio construction tool, CAIS Compass. CAIS Compass is designed to help users analyze the potential impact of alternative asset classes on portfolios. Some new ways users can leverage the tool are: 1 - Communicate takeaways from analysis with the help of AI-powered summarization. 2 - Increase collaboration across teams by sharing portfolios within the firm. 3 - A streamlined user experience by hiding previous comparison values when updating a portfolio. Additionally, the latest enhancements to CAIS' Structured Investments Lifecycle Management Tool are designed to give advisors visibility and control over their structured notes. ↗

Attio introduces Call Intelligence. Attio Call Intelligence is AI that understands customer conversations and surfaces insights in real-time during calls. Built directly into Attio, it works alongside you during customer discussions, capturing everything while you focus on building relationships. Call Intelligence works with Google Meet, Zoom, and Microsoft Teams. Users need to enable auto-recording for external meetings or choose which calls to record — Attio joins automatically and connects everything to the workspace. ↗

PAXUS launches the PAXUS Incubator package. This new solution is designed to make PAXUS affordable and accessible to smaller businesses from the start. The PAXUS Incubator package is a solution that incorporates all of back office administration service needs – fund accounting, investor services, client communications, optional web portal, and regulatory reporting for value add services such as FATCA and CRS reporting – that can accommodate any kind of client, with a inclusive hosting service included as standard. ↗

FIS launches Securities Matching Solution for US Securities Finance Industry. FIS has launched its automated Securities Finance Matching Platform in the US, following the completion of its SEC filing process. FIS’ Securities Finance Matching Platform uses smart automation to achieve the lowest-cost match between securities lenders and borrowers, all while prioritizing risk management. The solution identifies the best-match scenario by automating the evaluation of multiple factors involved in securities trading, including fee or rebate rate, capital requirements, transaction and reporting costs and counter-party trading patterns. ↗

ROYC introduces new features designed to give GPs clarity and control across the investment lifecycle. These new features include: 1 - Investment Opportunity Publishing, which reduced time-to-launch for new investments. ROYC has created interactive steps to publish new investment opportunities. 2 - Smart Capital Events Forecasting - a new cash flow analytics tool enabling granular forecasting. ↗

SEI unveils enhancements to its unified managed account solutions. SEI has announced the continued expansion of its direct index separately managed account strategies, as well as UMA solution enhancements, in order to integrate these strategies into model portfolios constructed to serve financial advisors and their clients with tax-efficient investment solutions. SEI's overall goal is to enhance the client experience. ↗

Owlin rebrands with a new website and refreshed brand identity. Owlin's website can be found at: www.owlin.com ↗

Similarweb introduces AI Chatbot Traffic Tracking on it platform. With this new feature, users can track traffic coming from AI platforms and understand how other users are discovering their content through chatbot recommendations. Here’s how to find and use the new AI Chatbot Traffic view in Similarweb: 1 - Search for any domain, 2 - Start by entering your website – or a competitor’s – into the Similarweb search bar, 3 - Navigate to Website Performance > Referrals, 4 - Go to ‘Referring Sites’ - You’ll see a table of domains that have driven referral traffic, 5 - Apply the ‘Traffic Source Group’ filter, 6 - Use this new filter to select AI Chatbot Referrals and isolate traffic coming from AI platforms like ChatGPT, perplexity.ai, and more, 7 - Analyze performance - users will get a view of: Visit volume from each AI chatbot, engagement metrics (bounce rate, visit duration, pages per visit), share of overall traffic and traffic trends over time. As part of this new feature, users can also view the Top Landing Pages from Chatbots report. It highlights the specific pages AI chatbots are directing users to, giving insight into what people are asking, and how they’re using chatbots as an alternative to search engines. It’s also a way to understand which content or products different chatbots are most likely to recommend. Additionally, users can also monitor what AI prompts are driving traffic to their landing pages—and competitors’. From here, users can locate content gaps to boost visibility. ↗

Ideals reveals its latest product updates. What is new: 1 - Visibility controls: Keep sensitive files hidden until they're ready to be shared. Key benefits: a - Restricted access: only administrators can approve and publish documents. b - Collaborative editing: administrators can review and adjust documents before they are shared with external guests. c - Flexible workflows: move, copy, or restore unpublished content without affecting access and defined permissions. 2 - Custom session durations: Set login time limits to balance security and collaboration. Key benefits include: a - enhanced security: automatically log out inactive users to prevent unauthorized access. b - reduced risk: combine with other security settings to achieve a protected environment. c - streamlined workflow: avoid manual oversight with automated session control. 3 - Folder size tracking: view total folder size for storage management. ↗

Drooms introduces Secure Links. Secure Links is a new feature that makes it easy to share documents, folders and specific pages. Benefits of this new feature include: 1 - Quick access – Copy and share links directly from the index or document viewer. 2 - Controlled permissions – Only authorized users can open files, while others can request access seamlessly. 3 - Easy collaboration – Share document links via Drooms Chat or any other communication channel. 4 - Efficient due diligence – Refer to information by adding links directly to bookmarks, findings, or Q&A. 5 - Time-saving – Skip the back-and-forth with auditors; share document links to prove compliance or verify valuations fast. 6 - Deal opportunities – Seamlessly integrate an asset’s link into the investor portal, enhancing marketing and bidder access management. ↗

DEAL ACTIVITY

ERM completes acquisition of NewFields Environmental Division. This acquisition enhances ERM’s capabilities in environmental forensics, emerging contaminants, human health impact, risk assessment and it strengthens ERM’s data analytics. As part of the agreement, 110 technical experts will join ERM NewFields and support North American and global clients manage liabilities and risks. ↗

IQ-EQ and Carey Olsen advise Queen's Park Equity on launch of QPE Fund II. Carey Olsen's investment funds team in Guernsey, together with the Guernsey funds team of IQ-EQ, have advised Queen's Park Equity on the launch of Queen's Park Equity Partners II, which closed oversubscribed at £305 million. Leading the team at IQ-EQ Guernsey is funds director Tim Wilson, supported by funds onboarding manager Luke Gardner, senior officer Patrick Bougourd, and administrator Samantha Warr. ↗

Altair used Datasite to facilitate its sale process with Siemens for $10.6 billion. Altair is an American-based provider of industrial simulation and analysis software. ↗

PARTNERSHIPS & INTEGRATIONS

Crusoe and deepsense.ai forge partnership to enhance AI infrastructure. Together, both firms aim to deliver tailored ML infrastructure solutions that optimize client performance, scalability, and sustainability. By leveraging Crusoe Cloud, deepsense.ai can help its clients to: 1 - Scale model training to 128 x H100 GPUs (16 nodes x 8 GPUs) efficiently. 2 - Seamlessly integrate MLOps tools for streamlined operations. 3 - Monitor and optimize idle resources for non-ML tasks, enhancing overall utility. ↗

Finalis partners with Hybrid Capital. Hybrid Capital is a boutique investment banking firm offering a hybrid of capital and strategic advisory solutions to small to mid-sized businesses seeking an exit, growth/acquisition financing, or equity/debt capital. ↗

MEAG taps SimCorp and TS Imagine’s new fixed income partnership to streamline trading desk execution. MEAG, a global asset manager with EUR 362 billion in assets under management, will leverage the partnership between SimCorp and TS Imagine to fulfil the multi-asset class trading mandate of its centralized execution desk. SimCorp and TS Imagine have recently expanded their partnership, established in 2017, to now give SimCorp One users access to TS Imagine's fixed income trade execution capabilities. MEAG, a Munich Re company, will be the first mutual client to deploy the fixed income capabilities. MEAG will be able to access TS Imagine's fixed income execution tools, data, analytics and liquidity network while maintaining the benefits of operating on SimCorp One. ↗

Park Cities Asset Management adopts SUBSCRIBE to deliver asset based lending strategies to wealth managers. The integration of SUBSCRIBE is expected to streamline and digitize Park Cities' investor onboarding process, creating an efficient investing experience for wealth managers and their clients. SUBSCRIBE will help Park Cities simplify and accelerate its onboarding process, reducing the time and complexity traditionally associated with investor engagement. For Park Cities' clients, this means enhanced access to investment opportunities, streamlined communication, and improved transparency throughout the investment lifecycle. ↗

Caxton, a payments and expense management platform, has adopted mnAi’s AI-powered intelligence platform to enhance how it understands and serves its clients. mNai's platform gives Caxton’s customer-facing teams access to real-time data on UK businesses—helping them better understand their clients, anticipate needs, and recommend the right features of the Caxton platform. mnAi will help Caxton with market segmentation, trend spotting, and opportunity identification. By leveraging mnAi’s data-driven intelligence, Caxton can enhance its strategic decision-making and unlock new growth opportunities. ↗

Salesforce names Method Communications its new US public relations agency of record. Method will handle all corporate and product communications and will take the lead role in coordinating and executing the company’s US comms strategy, with a focus on shaping the narrative around digital labor and AI agents. ↗

OFFICE & PERSONNEL

Branca Ballot is the new VP of Marketing at Attio. In her 10-year tech career, Ballot has been in Sales Ops, Growth, and GTM leadership roles in small startups and large public tech companies. Most recently, Ballot was VP of Marketing at Glide. ↗

Finquest promotes Sruthi Rajasekaran to Associate Client Director and Jiuyang Guo to Global Research Team Manager. Rajasekaran's journey with Finquest began four years ago, and most recently Rajasekaran was promoted to Global Research Team Manager, where she demonstrated leadership and commitment to Finquest's global research efforts. Guo will take on the role of Global Research Team Manager, succeeding Rajasekaran in this position. Guo joined Finquest 5.5 years ago and has since become an essential driver of many of the current Research Team improvements. ↗

Vaibhav Poonekar is Decimal Point Analytics' new Chief Technology Officer. Poonekar will be responsible for leading its AI, engineering, and data-driven technology strategy. Poonekar has been with Decimal Point Analytics since January 2020. ↗

Anaplan welcomes its new Senior Vice President of Global Pre-Sales, Joseph Horsey. Horsey joins Anaplan after nearly a decade with ServiceNow, where he most recently led the Americas Solution Consulting business. With more than 20 years of pre-sales experience, at Anaplan Horsey will report to Bill Schuh, the company’s Chief Revenue Officer, and will collaborate closely with the company’s Go-To-Market Leadership Team. ↗

Qashqade adds Caroline Fink as its new Marketing Director. Most recently, Fink was Head of Marketing at ParTec AG and also spent three years as Head of Marketing at AssetMetrix. Prior to that, she was an Investment Manager at YIELCO Investments AG. ↗

EcoVadis adds Dexter Galvin as New Climate Ambassador. Galvin, who has worked in corporate climate action for over 16 years, will be charged with accelerating EcoVadis’s mission to decarbonize supply chains, engage with strategic partners, and lead climate forums. nderstand and reduce their environmental impact across complex global value chains. Most recently, Galvin served as Chief Commercial and Partnerships Officer at CDP, where he built and led the organization’s flagship supply chain program. ↗

Sweep unveils new Advisory Board. Sweep's Advisory Board will provide strategic advice in corporate sustainability, climate finance and policy and will support its next phase of growth. The newly appointed Board members include: 1 - Isabelle Hudon, Former Canadian Ambassador to France, and former President of Sun Life Financial Québec, with prior Board positions at Hydro-Québec, Holt Renfrew, and Aéroports de Montréal. 2 - David Carlin, Founder of D. A. Carlin and Company, creator of the United Nations Environment Programme Finance Initiative’s risk programming, and technical advisor to bodies including the UK’s Transition Plan Taskforce and the Glasgow Financial Alliance for Net Zero. 3 - François Gemenne, Lead Author, IPCC; Professor at HEC Paris, head of The Hugo Observatory at the University of Liège, and co-director of the Observatory on Defence and Climate of the French Ministry of Defence. ↗

Northern Trust's Global Family & Private Investment Offices welcomes Brayton Alley as the new Regional Managing Director of the Central Region. In his new role, Alley will oversee the client relationship teams across the Greater Chicago Region. Alley has been with Northern Trust for more than 28 years. ↗

Titanbay welcomes Phil Smith to its Board as a Non-Executive Director. Smith has prior experience with scaling wealth management platforms, M&A, and financial infrastructure. What will Smith help with? 1 - Enhancing Titanbay's platform, 2- supporting its next growth phase, 3 - strengthening its market position. ↗

Christian Kromann has taken on the role of Chair of the Board of Directors at SimCorp. Kromann also heads the whole of the Investment Management Solutions business at Deutsche Börse. ↗

Ontra appoints Todd Doherty as Chief Revenue Officer. Doherty will lead Ontra’s global sales, partnerships, and revenue strategy, which will help accelerate the adoption of its purpose-built AI platform. Doherty brings over two decades of global enterprise sales experience and a track record of scaling businesses and building teams. He will lead the company’s growth efforts to deliver maximum value to customers through Ontra’s suite of AI-powered products that address pain points across private markets workflows. Doherty was most recently Senior Vice President of Sales at Smartsheet, an enterprise work management platform and he also held senior leadership roles at Oracle, overseeing their ERP Cloud Business. ↗

VENDOR RESEARCH & WHITEPAPERS

Apliqo has a new article, "FP&A software implementation: 8 steps to successfully do it in your organisation". This article outlines eight essential best practices for successfully implementing Financial Planning & Analysis software in organizations seeking to modernize their financial processes. ↗

Linnovate Partners has a new blog, "Transforming Fund Communication: The Path to Transparency and Investor Engagement". According to Linnovate Partners, recent insights from various reports show that over 50% of investors anticipate global economic growth in the coming year. However, Linnovate feels that this optimism is accompanied by challenges as companies navigate a complex landscape of interconnected risks. In this blog, Linnovate summarizes 4 key trends and issues facing the industry. ↗

AWARDS

FinTech Global releases seventh annual WealthTech100 list. Firms from our Vendor Profiles database that made the list are:

CAIS, Canoe, Dasseti, FactSet, FIS, MSCI Wealth, Portagon, Titanbay ↗