Reporting portal
13 March 2024
Canoe Asset Data launches
The product, which is accompanied by its own app, allows users to extract and view asset-level data
8 March 2024
Socium Fund Services partners with GRMA
Regulatory reporting software to be incorporated into US fund administrator’s compliance reporting platform
6 March 2024
Atlas Metrics partners with Bunch
The partnership combines Bunch's investor portal with Atlas Metric's ESG reporting platform
4 March 2024
Kroll launches two fraud solution tools
Risk Analytics Monitor and Managed Compliance Software use data analytics and AI technology to help automate risk management workflows
20 February 2024
LemonEdge partners with ROYC
The partnership aims to enhance ROYC’s management of closed-, open-ended and hybrid funds
12 February 2024
Qashqade and Entrilia integrate
Qashqade waterfall calculations can run through Entrilia's fund accounting platform
7 February 2024
ESG ratings providers to comply with transparency requirements
The European Commission and Parliament have reached a provisional agreement on how ESMA can supervise these entities
6 February 2024
LeadingMile partners with Qashqade
The partnership aims to increase European GP access to automated waterfall calculations and cap-table monitoring
5 February 2024
What the AI?!... Tamarix Technologies
Founder of the data and analytics platform for LPs, Andrea Carnelli Dompé, discusses managing confidential information and AI hallucinations
29 January 2024
Ocorian partners up
Recently announced partnerships include those with ESG reporting solution Treety and investor onboarding platform Goji
26 January 2024
Invest Europe updates investor reporting guidelines
The guidelines have been updated from 2018 to make reporting on fund and portfolio returns more streamlined
25 January 2024
Profile: Miguel Gutiérrez, Portobello Capital
The deputy COO discusses working life at the Spanish GP, from adopting new technologies to overseeing the Luxembourg office
23 January 2024
Alchelyst partners with Goji
Fund admin adopts fintech technology to help digitalise investor onboarding
22 January 2024
The ops ‘n’ regs of wealth managers
Amid traditional LPs maxing out their allocations, PE looks to wealth managers to fill the gap – but they come with distinct requirements
18 January 2024
Morningstar partners with iCapital
Advisor Workstation will be topped up with access to alternative assets, educational resources, reporting services and portfolio construction support
17 January 2024
Gen II partners with Canoe
The collaboration aims to assist the fund administrator with automating fund document management
11 January 2024
Dura acquires Satuit
Satuit Technologies is a cloud-based CRM and investor portal for the asset management industry
4 January 2024
Alter Domus launches ELTIF fund admin service
The added functionality supports the administration of private market open-ended funds and includes liquidity management support
21 December 2023
Canoe partners with K1x
Fintech company pushes the boat out with additional tax document automation functionality
19 December 2023
Voluntary ESG ratings code of conduct launches
ICMA and IRSG have launched the code to increase transparency in the services of ESG data providers
13 December 2023
Canoe and Deviate join forces
Fintech platform for alternative funds partners with consulting firm to assist family offices with tech integration
12 December 2023
LPs eyeing up AI
Key use cases identified include fund monitoring and competitor benchmarking
7 December 2023
Monument launches investor portal
Firm aims to enhance fundraising process for both GPs and LPs
20 November 2023
What the AI?!... Schroders Capital
Head of global venture investments Steven Yang delves into the machine learning toolset that the firm’s data team has developed during the last decade
16 November 2023
Comply launches software and annual review service
Company aims to support chief compliance officers with growing regulatory demands
16 November 2023
Novata expands ESG platform
The technology has improved its SFDR tools to assist fund managers with data analysis and reporting requirements
15 November 2023
Ad hoc portfolio reporting to be expected in the next three years
GPs and LPs are forecasting increased reporting functionalities within private markets, according to CSC’s latest report
9 November 2023
Arch secures $20m
The funding aims to enhance the private investment management platform’s service offering, which includes tax document management, among other workflow solutions
6 November 2023
What the AI?!... Triton Partners
Head of technology Lyndon Arnold updates us on the firm’s outlook on AI and its potential use cases, as well as its ongoing implementation of the technology.
27 October 2023
Clarity AI and Next Gate Tech join forces
Sustainability tech platform and fintech firm team up to automate sustainability data collection across portfolios
26 October 2023
Amundi Technology partners with Accelex
The asset manager’s tech division will incorporate automated data extraction and document harvesting into its existing portfolio monitoring offering
26 October 2023
Adepa adopts eFront
Luxembourg-based fund administrator is integrating investment software into its services
25 October 2023
Citco updates online service
CitcoConnect to streamline capital-raising and subscription processes
25 October 2023
Canoe Tax launches
Canoe Intelligence has expanded its product suite to include automated tax document management
20 October 2023
EZOPS launches Pypeline
The solution is catered towards structuring data from financial institutions
18 October 2023
What the AI?!... Sagard
Scott Wu, CTO at Sagard, reveals how the creation of Canopy has helped to evolve the firm’s deal-sourcing processes
17 October 2023
Canoe consults on Canoe Asset Data
Launch of Canoe Data Innovation Hub has enabled a client-to-firm partnership for the development of Canoe Asset Data
16 October 2023
A&M appoints generative AI practice head
Anil Kumar will be supported by consulting lead David McGraw and CTO Chaz Henry
16 October 2023
Domos FS launches LP onboarding
Tool to provide smooth digital communications with prospective investors and ease monitoring burden for GPs and their service providers, says company
9 October 2023
Apex expands ESG solutions
Fund administrator offers compliance, reporting and consulting services after its acquisition of MJ Hudson’s ESG advisory businesses
6 October 2023
Euroclear and Goji launch private market funds solution
The tool harnesses Goji’s technology on Euroclear’s FundSettle platform
6 October 2023
Rundit launches LP reporting solution
Company aims to offer automated reports that are web-based
22 September 2023
ERM and Greenomy join forces
The sustainability consultancy aims to incorporate Greenomy’s ESG reporting services
21 September 2023
Lionpoint launches treasury practice
Former head of operations at KKR Danny Olds will lead the practice
18 September 2023
Amicorp launches ESG reporting and rating service
The new service includes audited ESG reports, analysis, business planning and policy implementation
13 September 2023
GPs find brand perception key reason for ESG reporting
A survey conducted by Oliver Wyman and Novata highlights challenges for measuring ESG financial impact
12 September 2023
Tikehau invests in Anthesis
Tikehau shares ownership of the ESG consultancy with Carlyle, Palatine and Anthesis employee shareholders
12 September 2023
Vector updates fund accounting tool
The fund administrator has incorporated a GP and LP portal into Valence
11 September 2023
Altvia continues partnership with Passthrough
Companies launch tool that integrates a CRM with an LP onboarding solution
11 September 2023
What the AI?!...Equipped.ai
CEO of Equipped.ai Ed Green shares how the firm is making operations smoother with automation
10 August 2023
Inveniam launches Inveniam AI
The Miami-based division is developing automated blockchain-enabled data interpretation tools for private markets
7 August 2023
PitchBook expands LCD research
The data provider has added LCD Credit News and Debt Deal Data into its platform
7 August 2023
The Drawdown Award Winners: John Eggleston
John Eggleston, partner and global CTO at Pantheon Ventures, was named Technology Professional of the Year at The Drawdown Awards 2023
27 July 2023
Socium Fund Services partners with Broadridge
Socium will incorporate Broadridge’s Sentry tool to improve its debt fund administration services
26 July 2023
Quality control
CDP’s latest report analyses how a unified global regulatory approach can foster better ESG ratings and data products
24 July 2023
Iceberg Data Lab launches Barbatus
The tool uses generative AI to produce ESG data analysis