Solutions
IT service company Virtusa Corporation’s CSalt solution now integrates with Investor Analytics’ risk platform to streamline and simplify Alternative Investment Fund Managers Directive (AIFMD) Annex IV reporting.
Both companies are committed to easing the burdens of alternative investment advisors and those that support them, and this integration will give alternative investment fund managers a single place to easily import, map and transform data in order to fulfil the requirements of AIFMD and Annex IV.
“Since we first unveiled CSalt in early 2013, we’ve worked closely with advisors and compliance consultants to ensure that the solution meets their exact requirements,”
Charles River has enhanced electronic trading support for swap instruments by integrating workflows from Swap Execution Facilities (SEF) in the Charles River Investment Management Solution (IMS).
This integration helps clients comply with mandatory Dodd-Frank requirements to trade eligible OTC derivatives on SEFs.
Charles River recently completed its first client SEF trade with Tradeweb.
Charles River IMS streamlines SEF trading by supporting pre-trade allocations, execution and clearing. Clients can raise orders for interest rate and credit default index swaps and send them directly from the Charles River IMS blotter to SEFs for execution.
“We’ll continue to expand our
Cordium, a provider of compliance consulting, accounting, tax and software, is partnering with financial services technology specialist Indus Valley Partners (IVP) to help clients meet the Alternative Investment Fund Managers Directive’s (AIFMD) stringent Annex IV reporting requirements.
The solution already fully covers Form PF reporting.
The reporting solution enables investment managers to meet their global regulatory reporting needs from a purpose-built cloud platform and fully supports Annex IV reporting under AIFMD, as well as Form PF.
Alternative investment fund managers (AIFMs) that manage or market an AIF into the European Union or EEA will be obliged to
Online alternative investment marketplace FNEX has agreed a strategic partnership with private equity platform DealMarket.
DealMarket’s qualified and professional investors can now access deals listed on FNEX.com through the DealMarket platform.
The partnership provides funds and investment banks that list on FNEX distribution to over 13,000 family offices globally.
FNEX announced the launch of FNEX.com, a new online marketplace for alternative investments, including direct placements in private companies, hedge funds and managed futures accounts, in September 2013. The web-based platform provides investment advisors, family offices, institutions, and accredited investors access to investment opportunities offered by investment banks and
PitchBook Data has launched PitchBook Mobile, the company’s newest access point for its flagship product, the PitchBook Platform.
PitchBook Mobile, the first application of its kind, enables industry professionals to quickly access critical intelligence on all aspects of the PE and VC lifecycle.
Featured data includes:
• Deal details including valuations, cap tables, investors, advisors and service providers
• Fundraising activity, fund performance, limited partners and fund commitments
• Exits, deal multiples, public company fundamental data, professional contacts and much more
“PitchBook Mobile was developed in response to the markets’ increasing need for mobile access to reliable
Content management and web experience management software provider Ektron has closed a growth equity funding round led by Accel-KKR.
This minority investment, the company's first institutional round, will enable Ektron to accelerate product and company expansion as enterprise demand for its content management, marketing and web experience management software offerings continues to grow.
Terms of the deal were not disclosed.
"We're entering a new era where businesses and people experience content across the web and mobile devices in entirely new ways," says Ektron president Tim McKinnon. "Ektron is at the forefront of helping to power these new
SunGard has launched Investran 7, Data Exchange and Insight to provide better data transparency and reporting for general partners, limited partners, fund of funds managers, family offices and service providers.
By streamlining the management of information throughout a private equity firm, the new solutions connect front, middle and back-office operations, help improve overall data management and deliver operational efficiencies to the organisation.
Firms will also benefit from customisable interfaces that help provide further flexibility on how information is delivered to stakeholders internally and externally, including investors and regulators.
Delivered as a managed service, Investran's Insight provides transparency and
Abacus Group, a provider of hosted IT solutions for hedge funds and private equity funds, has formed a strategic partnership to host LiquidityBook’s complete buy-side solution, LBX, in the AbacusFLEX private cloud.
The partnership will offer AbacusFLEX clients access to LBX, which brings together order management, portfolio management, trading, network connectivity, compliance, and post-trade processing in one simple and reliable product.
LBX handles orders across asset classes and currencies as well as multiple prime brokers and is accessible 24/7.
LiquidityBook developed LBX to help clients adapt to a constantly evolving market environment by providing a platform that consistently utilises
FSN Capital Partners has selected the iLEVEL private capital data platform to automate the process of collecting, storing, analysing and reporting on data across its private equity investments.
Fund managers on iLEVEL can optimise portfolio performance, complete diligence questionnaires during fundraising, prepare regulatory filings, quicken and de-risk the valuation process, and report to their investors in a timely, complete and accurate manner.
FSN employs an investment strategy of targeting control buyout investments of Nordic mid-sized growth-oriented companies where the firm believes it can generate long-term alpha returns for its investors. The Nordic-based private equity firm recently closed its latest fund,
Alternative investment marketplace FNEX has teamed up with PENSCO Trust Company to enable PENSCO clients and their advisors to access FNEX.com through their PENSCO accounts.
Through this partnership, investors and financial advisors who custody with PENSCO will be able to source, review and invest in a variety of alternative investments.
Launched in September 2013, FNEX.com is a web-based platform that provides accredited investors, investment advisors, family offices and institutions access to private investment opportunities offered by investment banks and funds across the US. The distribution platform lists offerings and provides investors with the necessary tools to educate themselves on
Events
12 November, 2026 – 8:00 am
12 November, 2026 – 5:00 pm
