PitchBook Expands CLO Data to Boost Credit Market Clarity
July 22, 20256 min
Expanded data will give credit professionals a comprehensive view of the entire credit investment lifecycle
Allvue Systems, LLC, a leading provider of investment management technology for alternative asset managers, and Octaura, a leading electronic trading platform for syndicated loans and CLOs, today announced a joint implementation of their solutions for ICG, a global alternative asset manager with a track record of over 35 years. By implementing Allvue’s highly configurable suite of CLO management solutions alongside Octaura’s electronic leveraged loan trading and analytics platform, ICG gains a seamless workflow for bulk loan trading, portfolio management,...
Equity Data Science (EDS), a leading provider of investment process management software, today announced the addition of Perry Boyle, Jay Chandler, Phil Vilhauer, and Vikas Kalra as strategic advisors. Their expertise in investment banking, hedge fund management, risk management, and fintech innovation will further support EDS’s mission to help institutional investors optimize decision-making through advanced workflow and analytics solutions. “We’re thrilled to welcome Perry, Jay, Phil, and Vikas to our advisory team,” said Greg McCall,...
SMArtX Launches BlackRock’s Advisor Center on Platform
March 25, 20253 min
SMArtX Advisory Solutions has integrated BlackRock’s Advisor Center, powered by Aladdin® technology, into its platform, equipping asset managers and advisors with insights and resources to help grow their business. The launch of Advisor Center within the SMArtX UMA trading platform creates a more comprehensive experience for users and enables them to better analyze portfolios from a performance, risk, and cost perspective. “We are excited to collaborate with BlackRock to offer Advisor Center,” said Brad Haag, EVP...
Suntera & Tenor Partner to Streamline Private Credit Loan Services
March 21, 20254 min
Suntera Fund Services (“Suntera”), a leading provider of bespoke fund and loan administration and loan agency services for private credit funds, has partnered with Tenor, the AI-powered platform optimizing private credit operations. This collaboration enables Suntera to leverage Tenor’s Loan Central, leveraging AI-driven automation while maintaining oversight of critical loan servicing and compliance processes to enhance efficiency, scalability, and risk management. Driving Efficiency & Innovation in Private CreditAs private credit expands, loan administrators face increasing complexity in...
Nearmap Launches ‘Portfolio Intelligence’ Solution for P&C Insurers
March 19, 20254 min
Portfolio Intelligence is an AI-powered solution enabling insurance carriers to act on portfolio-level insights at scale and with greater precision.
Chilton Trust adds Henry Davison in latest advisory expansion
March 6, 20256 min
Chilton Trust, a leading privately owned, independent wealth management firm and national trust bank, today announced that Henry Davison, former Managing Director at Bessemer Trust, has joined as a Managing Director, Senior Wealth Advisor in the New York City office. Mr. Davison brings over forty years of experience serving ultra-high-net-worth individuals, advising clients on global strategic asset allocation and providing comprehensive wealth management strategies. Mr. Davison is the most recent hire in a series of...
Pontera and Orion launch new integration
January 30, 20256 min
First-of-its-kind collaboration will enhance and streamline investment management inclusive of clients' 401(k) accounts
Frec Launches New Mobile App and Launches Portfolio Lines of Credit
December 24, 20245 min
Frec reaches $170M in customer assets simplifying complex tax strategies for self-directed investors