FORWARD FEATURES CALENDAR

Technology & software solutions

Money changing hands

Bipsync secures USD7m growth investment led by Edison Partners

Bipsync, a research platform provider for investment management firms, has secured USD7 million in a growth investment round led by Edison Partners. FINTOP Capital also participated in the round.   Proceeds will be used to expand Bipsync’s global footprint and accelerate product innovation, customer success initiatives, and sales and marketing

James Williams, Hedgeweek

Transformative technologies… in private debt?

In 2017, investors allocated almost USD120 billion into private debt funds, on the back of approximately USD100 billion being raised in 2015 and 2016. To better understand the context into which investors are deploying such large amounts of capital, SEI and Preqin conducted a survey of private debt fund managers in

Gurvinder Singh, Indus Valley Partners

Indus Valley Partners enhances RAPTOR solution to support CAT regulation

Indus Valley Partners, a provider of technology solutions to the buy side, has launched a new CAT module for its global regulatory reporting platform, IVP RAPTOR.   Designed to assist funds in complying with FINRA’s proposed consolidated audit trail (CAT) initiative, IVP’s CAT module enables users to streamline daily regulatory obligations

Survey

Demand for RegTech solutions to intensify as regulatory burden looms larger

An overwhelming majority (85 per cent) of financial services professionals predict that demand for RegTech solutions will continue to grow until at least 2020 as the wave of new regulation a decade after the financial crisis shows no sign of abating.  Intertrust, a global leader in providing expert administrative services

Navid Alipour, Analytics Ventures

Analytics Ventures launches AI-driven trading platform for stocks

Analytics Ventures, a fund dedicated to creating and building venture companies that harness the power of artificial intelligence (AI) technologies, has added AlphaTrAI – a proprietary AI-based automated trading platform that fuses the latest explainable AI (XAI) techniques with multiple sophisticated trading strategies – to its venture portfolio. With three-year

Seth Brotman, Canoe

Canterbury Consulting selects Canoe Intelligence to automate fund data entry

Canterbury Consulting, a Newport Beach-based institutional investment advisory firm with more than USD18.3 billion in assets under management, will turn to Canoe Intelligence (Canoe), in a multi-year relationship to efficiently digitise, track and organise thousands of documents and data points. “Canoe’s system will help track and organise all our clients’

Sameer Shalaby, HazelTree

Oak Hill Advisors implements Hazeltree’s cash and collateral management suite

Alternative investment firm Oak Hill Advisors has implemented Hazeltree’s cash and collateral management suite to manage operational risks, strengthen controls, drive efficiencies and increase yields on excess cash. Hazetree Cash Manager enables centralised aggregation and monitoring of Oak Hill’s cash balances across more than 25 brokers, banks, and other counterparties;

Announcement

Citco launches CitcoConnect for data-sharing and digital investment

The Citco Group of Companies (Citco) has launched CitcoConnect, a new digital solution that automates and simplifies the process of managing prospective investors, including an online utility for the placement of initial investments in alternative funds. The solution features a flexible data room, dedicated to and managed by each Investment

IHS Markit and Institutional Limited Partners Association join to bring iLEVEL to members

IHS Markit, a specialist in critical information, analytics and solutions, is to offer iLEVEL to members of the Institutional Limited Partners Association (ILPA). iLEVEL offers private equity and venture capital limited partners (LPs) a sophisticated managed data service as part of a cloud-based data collection, investment monitoring and custom reporting

Tom Wheatley, Watson Wheatley

Watson Wheatley connects with Orchestrade to offer best practice reconciliation

Watson Wheatley, a provider of reconciliation solutions, has integrated its iRecs reconciliation solutions with Orchestrade’s core portfolio management and risk system. The connection creates a standard interface for Orchestrade clients who wish to leverage the iRecs reconciliation system to solve complex reconciliation issues and increase operational efficiency. Watson Wheatley’s growing

Events

12 November, 2026 – 5:00 pm

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