This Week’s Vendor News

NEW & UPDATED PRODUCTS

Pacific Fund Systems has rebranded into PAXUS. PAXUS mirrors the name and branding of the company's fund administration software. The website has changed to www.paxus.io ↗

Bite has launched a new website and LinkedIn page for its investment platform, Bite Asset Management. The new website explores BAM's customized solutions and Bite Academy for research & insights on private markets and alternative investments. The new website is: www.biteassetmanagement.com ↗

Atfinity has unveiled its new, revamped website. The new website has more sections, a new visual design, and it’s more focused on showcasing the technology behind Atfinity. The new website is: www.atfinity.swiss ↗

Acuity Knowledge Partners launches AI-driven Credit Report Solution, CreditPulse. CreditPulse is designed to allow analysts to leverage generative AI and help them identify emerging portfolio risks. CreditPulse can integrate seamlessly with existing tech stacks at financial institutions, resulting in improved data interpretation and visualization. This new platform enables financial institutions to accelerate their credit lifecycle processes and achieve a 25 - 30% efficiency boost. CreditPulse's features include end-to-end portfolio management, early warning indicators for effective risk governance, user-friendly interactive interface, configurable templates, credit repository and data extraction capabilities. ↗

Salesforce has launched Pulse for Salesforce, a purpose-built edition of Tableau Pulse that brings metrics and AI-powered insights into the flow of work in Salesforce CRM, starting with Sales Cloud. Now, CRM users can access personalized metrics and insights from Tableau Pulse natively in Salesforce to support daily business decisions. Previously, sales teams needed to actively search for insights or make requests to analysts when seeking information to help them with their deals. Pulse for Salesforce helps with increased CRM productivity, improved customer relationships, and can assist in driving business value. ↗

Asset Class has introduced a New Portal Persona: Preview Investor. Preview Investor is for users who gain access to the portal after registering but are not yet fully approved. This persona allows users to view limited descriptions of product types without access to detailed offerings or the ability to invest. Funds Status can now be marked as “General Overview,” making them visible only to Contacts Marked as Preview Investors and the “Register Interest” button allows Preview Investors to express interest in funds, triggering the creation of a Prospect record in the backend. This newest release also focuses on streamlining the user experience across various pages within the platform. Key updates include simplified navigation, standardized list views, and revamped page layouts to enhance clarity, reduce redundancy, and improve overall usability. ↗

Edda has launched a new contact management feature, Custom Fields. Using Custom Fields, users can tailor their contacts with the information that is most important to their team. ↗

MSCI has launched the MSCI Business Segment Data Product, a new solution designed to bring transparency and speed to investors’ business decisions. This new data set provides a granular view of the operations of thousands of companies across three dimensions: sales, assets and operating income. Business Segment Data can be valuable for investment teams specializing in active portfolio management, as it allows them to conduct analyses of companies and sectors, gaining a better understanding of their fundamental drivers and operations. ↗

PARTNERSHIPS & INTEGRATIONS

Beauhurst is now integrating with Salesforce. Users can now plug Beauhurst company data directly into Salesforce. The plug-and-play integration pulls through key company information and updates it overnight, every night. ↗

Robin AI is now partnering with Amazon Web Services to automate legal work and accelerate the development of a new legal AI market. Robin AI is now using Amazon Bedrock and Amazon SageMaker exclusively to serve its AI models and build new generative AI capabilities into its legal assistant. The company is also deploying its products on AWS Marketplace, which makes it easier for in-house legal teams and law firms to deploy Robin’s AI tools. With Amazon Bedrock, Robin AI has a secure way to build and scale generative AI applications using Anthropic’s Claude models while keeping customer data private, The company is also using Amazon SageMaker to accelerate the building, training, and deployment of its machine learning models. ↗

FIS has a new collaboration with Neural Payments. Neural Payments allows recipients to accept funds even if their financial institution doesn’t utilize it, instead prompting them to collect funds through their provider of choice. With this integration, FIS banking clients will have the ability to embed Neural Payments’ capabilities directly into their mobile banking apps, so users will not need to visit a third party to send money. ↗

BT Financial Group has announced a strategic educational partnership with Preqin. This partnership is to help advisers deepen their knowledge of private markets and provide access to quality research and tools. ↗

The integration between FXall and the S&P Global Onboarding Accelerator is now available through S&P's CLM Pro. This new partnership streamlines the account opening process, providing a seamless and efficient experience for clients. Additionally, FXall users can take advantage of S&P's onboarding capabilities to get accurate account setups. ↗

Octahedron Capital, a focused crossover technology fund, has been announced as Tegus' newest client. By offering a comprehensive research solution, Tegus empowered Octahedron Capital to enhance their research capabilities, reduce costs, and improve operational efficiency. ↗

The global investment company abrdn is transforming its Know Your Client operations with Salesforce Financial Services Cloud, and Experience Cloud, built on the Einstein 1 Platform, aiming to make compliance checks faster and secure. Salesforce is driving abrdn’s compliance efficiency by streamlining KYC workflows, client portal document collection, real-time reporting, and aiding faster decision-making. Benefits to abrdn include a seamless employee and client experience, centralization of data, and enhanced automation of controls. ↗

OFFICE & PERSONNEL

Amplify-Now has welcomed Marina Villa as its new Director of Sales - US. Before joining Amplify-Now, Villa was the Global Account Director- Executive Lead at Forrester and had spent eight years with them. ↗

Neil Ackermann is the new Managing Partner for ERM Africa. Ackermann's responsibilities include leading the commercial and operational growth and development of the African Business Unit and championing global and regional strategic initiatives. He joined ERM as an intern in 2007. ↗

Lee Brotherton has joined the DealsPlus team as an Account Director. Brotherton has accumulated over a decade of experience in the UK and international deals markets, with a background that spans advisory roles, a position at a portfolio company, and work within the European team of a global private equity fund. ↗

Trey Small is the new Vice President, Capital Markets Services, Generative AI Initiatives at FIS. Small has been with FIS for over eight years and was previously at SunGard for more than 13 years. ↗

Sam Metland is the new Head of Solutions Engineering at The Citco Group. Metland has been with Citco for the last 6.5 years and was previously Executive Vice President - Head of Private Equity Product. Before joining Citco, Metland held roles at Insight Investment, SANNE, Brown Brothers Harriman and JPMorgan Chase. ↗

Northern Trust names Michelle Gaines as its new Chief Administrator for EMEA Asset Owners Business. Before stepping into her new role, Gaines served as Senior Vice President and Manager of Product Development, Technology Servicing and Solutions at Northern Trust for the last six years. ↗

Brett Angwin has started a new position as Head of Sales, APAC at Accelex. Until recently, Angwin was the Head of Sales, Asia Pacific at Mercatus. He has also held senior roles at eFront, FIS and Charles River Development. ↗

Clément Hirn has joined Domos FS as an Expert Team Manager – Professional Services. Hirn's prior experience in finance and project management includes roles at NeoXam, Capco and SunGard. ↗

Samuel Blount is the new Head of Customer Success at Finalis. With over 14 years of experience in customer facing roles, covering Customer Success, Sales, Account Management, Blount helps Finalis' customers achieve their goals and optimize their creative workflows. ↗

AlphaSense has welcomed George Verghese who joined as a Product Manager within the Broker Research team. Verghese is an experienced Product Manager who has built and launched a variety of products, both from scratch and through scaling. His experience lies in the finance sector, where he excels at transforming financial data into actionable insights. Before joining AlphaSense, Verghese was a Product Manager at S&P Global. ↗

VENDOR RESEARCH & WHITEPAPERS

Entrilia has a new blog, "Why Partnering with Emerging SaaS Vendors Can Be a Game-Changer for Your Fund Administration". In this post, Entrilia explains why it feels that old, outdated solutions hinder efficiency and growth for fund admin. ↗

KYC3 has a new blog, "What Are The 5 Pillars Of A Robust Compliance Program ". In this article, KYC3 runs through five major functions of a compliance program, and then it plans to share additional articles on each of these pillars soon. ↗

Apperio has a new blog, "AI is killing e-billing - what comes next?". In this blog, Apperio explains why it feels that law firms, which are traditionally slow to adopt new tech, are finally allowing AI and the days of e-billing are now numbered. ↗

Standard Metrics has a new article, "How We Learned to Stop Worrying and Love Horizontal Data Tools". In this piece Standard Metrics explains why the dream of a spreadsheet-free world is appealing, but they've learned that the ideal solution lies in creating a flexible, integrated data ecosystem. ↗

Drooms has a new blog, "AI in M&A transactions: Benefits and opportunities". In this blog, Drooms goes over 2 benefits of AI in M&A due diligence, 2 considerations for data privacy and security and expected future trends in AI for M&A. ↗