Reporting software
18 March 2024
Atominvest partners with Greenly
Partnership to make Greenly’s carbon calculation platform accessible to Atominvest’s clients
18 March 2024
Exchangelodge receives investment from Innovation Works
Fresh funds to broaden existing offering and accelerate global market penetration
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
11 March 2024
SimCorp and State Street expand partnership in Germany
Collaboration to support State Street’s accounting, fund admin and data processing services in the local market
8 March 2024
Allvue launches IRR tool
Company aims to support GPs with calculating IRR, tracking fund expenses and understanding hypothetical scenarios for their funds
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
26 February 2024
ACE Alternatives adopts Tactyc
Partnership offers fund and portfolio modelling without Excel spreadsheets
26 February 2024
Alter Domus forms herd with T-Rex
Partnership to automate EU regulatory reporting for US-based credit firms
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
Deloitte partners with Workiva and Informatica
The collaboration integrates AI data management and cloud-based reporting into the advisory’s ESG compliance services
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
2 February 2024
LISTEN: Top of the ops: Operational utopia
The Drawdown team tackles the concept of a PE firm that entirely outsources the investment function
29 January 2024
Ocorian partners up
Recently announced partnerships include those with ESG reporting solution Treety and investor onboarding platform Goji
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
24 January 2024
CEPRES partners with LeadingMile Consulting
Partnership sees launch of AI integration within the CEPRES portfolio simulation and tracking tool
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
Novata launches carbon navigator
Company’s new product aims to simplify carbon data management and reporting
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
12 January 2024
Apex launches new ESG brand
Holtara is a combined effort from Apex and MJ Hudson, providing data, reporting and advisory services
11 January 2024
Comment: New year, new toolkit
Griff Norville of Hamilton Lane examines how private markets are embracing the next generation of tech
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
2 January 2024
Operational utopia
If operations professionals made all the decisions, what would the perfect PE firm look like?
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
TMF partners with Broadridge
Partnership sees TMF adopt Broadrige’s private debt and CLO management solution as company looks at launching CLO administration offering next year
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
Confluence partners with Manaos on SFDR reporting
Confluence to provide ESG and disclosure templates through Manaos’s platform
12 December 2023
LPs eyeing up AI
Key use cases identified include fund monitoring and competitor benchmarking
11 December 2023
What DEI you mean?
Dynamo’s latest report on ESG reporting finds LPs and GPs have different expectations when it comes to DEI reporting
6 December 2023
DealsPlus launches waterfall distribution model
Company uses cap table data to produce distribution waterfall, valuing instruments and shareholding in the portfolio
29 November 2023
Kroll launches risk assessment tool
Offering includes portfolio monitoring and diligence, streamlined data collection and benchmarking
28 November 2023
Carbon Accounting Alliance launches
Group of 35 organisations represents emissions of 24,000 companies
27 November 2023
Profile: Martim Avillez, Limerston Capital
The COO and founding partner discusses setting up the firm’s operations, combining them with his investment duties and navigating difficult times
23 November 2023
Lunate and BNY Mellon invest in Alpheya
Company to develop wealth management platform for wealth and asset managers
22 November 2023
SimCorp launches investment analytics platform
Offering to be rolled out over multiple launches; performance analytics attribution marks commencement
22 November 2023
SEI acquires National Pensions Trust
Companies cite consolidation as a driving force for an increasingly strong market position
20 November 2023
Carta launches waterfall calculation tool
Company aims to support with LP reporting, M&A deal impact and equity value estimations
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
StepStone launches intelligence platform
Tool to provide research, reporting, portfolio optimisation and benchmarking across private markets
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
10 November 2023
Canoe has launched Canoe Pro
Offering to combine company’s tech solutions with specialised service provider support
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
7 November 2023
Carta launches fund tax tool
Fund admin aims to support with fund accounting and taxation, real-time allocation calculations and draft K-1s for LPs
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.
3 November 2023
Cascata partners with 4Pines
Partnership is the latest instalment in a series as Cascata teams up with various fund administrators
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