Canoe Joins Confluence to Enhance Portfolio Management Data Offering

Alternative investment data specialist Canoe Intelligence has formed a partnership that integrates its Canoe Connect system with with Confluence Technologies’ Portfolio Analytics and Reporting Information System to automate data workflows for asset allocators.

The agreement combines artificial intelligence-driven document collection with advanced analytics to streamline reporting for private-market portfolios, enabling institutional investors to monitor asset performance and manage regulatory compliance through automated data processing.

“We are building this integration to serve institutional investors, including many mutual clients,” said Christopher Jones, chief revenue officer at Canoe. “Not only are we simplifying complexity, but we’re also offering flexibility in how they access our technologies so these investment professionals can focus on what matters — performance and results.”

Confluence also plans to release a version of this solution accessible directly through its existing interface.

Lindsell Train Selects SimCorp One to Streamline Investment Operations

UK-based equity fund manager Lindsell Train has partnered with SimCorp to implement its integrated front-to-back platform, SimCorp One. The London-based firm, known for its high-conviction stock-picking strategy, will use the technology to support its concentrated portfolios across UK, Global, Japanese, and North American equity strategies.

The transition to SimCorp One is designed to simplify complex investment lifecycles by consolidating workflows onto a single platform. By leveraging increased automation, Lindsell Train aims to enhance operational efficiency across its front-, middle-, and back-office functions, providing a more robust foundation for future business growth.

The selection process highlighted SimCorp’s established reputation within the UK market and its collaborative partnering approach. The reliability of the platform’s integrated capabilities was a decisive factor for Lindsell Train in seeking to modernise its investment management processes and reduce operational friction.

Hex Trust and Haruko Integrate to Provide Real-Time Risk Governance for Institutional Digital Assets

Hex Trust, the digital assets financial services provider, has announced a strategic integration with the technology platform Haruko. This collaboration allows institutional clients to consolidate their regulated custody data, market activity, and staking performance into a single interface. By connecting Hex Trust’s multi-jurisdictional custody infrastructure with Haruko’s aggregation engine, the partnership aims to eliminate the data fragmentation often caused by managing assets across various exchanges and DeFi protocols.

The integration focuses on enhancing operational control and capital efficiency through holistic risk management. Clients can now access a unified view of their total exposure, allowing for more accurate credit and counterparty risk assessments. The system provides real-time performance reporting, including portfolio profit and loss and staking rewards, while ensuring data rigour for tax compliance and institutional reporting.

By automating the reconciliation of holdings and external trading data, the partnership addresses the growing governance needs of asset managers. This collaboration establishes a transparent framework for digital finance, providing the sophisticated risk analytics and pricing tools required for a professionalised investment ecosystem.

STP Investment Services Enhances Trade Data Management with SmartSettle AI Integration

STP Investment Services (STP) has updated its Lightspeed Trade Data Management System (TDMS) by integrating SmartSettle AI. This new module adds a layer of predictive intelligence to existing post-trade workflows, moving beyond standard automation. The integration provides STP’s settlement teams with real-time visibility and normalised data across various custodians, brokers, and asset classes, allowing for more precise tracking and reporting of trade fails.

The platform now features enhanced pre-matching, intelligent exception prioritisation, and earlier identification of potential financial penalties. By utilising predictive analytics, the system can identify settlement issues before they occur and provide automated inventory status notifications. These tools are designed to support timely recalls and reduce overall settlement risk, ensuring greater operational certainty for global investment firms.

This enhancement arrives as the industry prepares for tighter regulatory timelines. Following the US transition to T+1 settlement in 2024, the UK and EU are scheduled to follow suit in October 2027. The compressed cycle increases the risk of compliance errors and financial penalties. By implementing these AI-driven capabilities now, STP aims to provide firms with the visibility required to manage unmatched transactions and at-risk inventory ahead of these upcoming global shifts.

Alteryx Integrates With BigQuery as it Widens Google Cloud Tie-Up

Alteryx has expanded a partnership with Google Cloud to integrate its services with the BigQuery data platform.

The collaboration introduces Live Query for BigQuery, a feature that allows users to build and execute analytics workflows directly within the data warehouse without moving information. This in-place approach aims to bridge the gap between where data resides and how business teams prepare it for governed operational use.

Ben Canning, chief product officer at Alteryx, said: “Through this collaboration and by leveraging Google Cloud, Alteryx is able to embed governed, repeatable logic directly into BigQuery, enabling the people who know the business best to create and maintain it.

“Alteryx helps ensure AI outcomes stay aligned with how the business operates, even as it evolves.”

The agreement also includes the launch of Alteryx One: Google Edition, which will provide native connectivity to Google Sheets and Google Drive through the cloud marketplace.

GenAI Yet to Dominate Quant Teams, Bloomberg Survey Finds

Generative artificial intelligence is yet to take a firm hold within investment research workflows, with more than half of quant-team professionals interviewed in a Bloomberg survey saying that had yet to implement the technology.

The study of 150 quant leaders found that machine learning is well established but 54 per cent hadn’t yet adopted GenAI. The authors said this was probably because of a lack of data readiness rather than a low appetite for the technology.

Notably, a large majority – 71 per cent – are focusing their AI capabilities on acquiring sector and industry-specific data, such as company key performance indicators. The report said this aligns with findings in the survey that quant teams are most commonly using AI for stock selection, content précis and thematic analysis.

Angana Jacob, Global Head of Research Data, Bloomberg Enterprise Data, said: “The survey points to a pivotal shift in investment research: progress with AI is increasingly shaped by data readiness rather than experimentation alone.

“Firms are prioritising sector-specific datasets for deeper company and industry context, alongside tick data and measures of investor expectations that capture how markets behave. Together, this reflects a move toward more context-rich inputs for alpha generation.”

Xceptor Accepted into Microsoft Agentic Launchpad Programme

Xceptor has joined the Microsoft Agentic Launchpad to accelerate the development of artificial intelligence systems.

The programme, created in collaboration with NVIDIA and WeTransact, provides resources and infrastructure to deploy autonomous agents at scale.

The provider of data automation for capital markets was one of 13 innovators selected from a pool of more than 500 applicants to receive technical enablement and market support.

Dan Reid, chief technology officer and founder, said that joining the launchpad helps the firm to fast-track plans for agentic AI while maintaining its commitment to security and governance.

Integration of these agents will focus on automating document extraction and addressing settlement failures within the existing software-as-a-service platform.

Clearstream and LCH SA Expand Settlement Services for Italian Government Debt

Clearstream and LCH SA have extended their existing partnership to include settlement services for Italian government debt. This development allows LCH SA clearing members to settle all Italian sovereign debt instruments, including cash and repo transactions, through Clearstream’s international and domestic central securities depositories (CSD). The service is scheduled to go live during 2026.

By adding Italy to a framework that already covers French, Belgian, German, Austrian, and Spanish securities, the collaboration aims to reduce market fragmentation. Clearing members can now consolidate their settlement activity within Clearstream’s Trade Flow Hub, which connects major trading venues and central counterparties. This unified gateway is designed to improve liquidity management and operational efficiency for participants across the European sovereign debt market.

The initiative supports the broader goal of integrating European capital market infrastructure through open access. By providing an additional settlement venue, the two organisations intend to streamline post-trade processes and enhance access to one of Europe’s largest sovereign debt markets. This expansion reinforces the commitment of both Clearstream and LCH SA to fostering a more connected and efficient financial ecosystem for their global clients.

Avelacom Expands Low-Latency Connectivity to Argentine Capital Markets

Avelacom, the global provider of low-latency network solutions, has expanded into Argentina to provide financial institutions with direct access to the country’s equities and derivatives markets. The company is launching a new Point of Presence (PoP) at the Bolsas y Mercados Argentinos (BYMA) data centre in Buenos Aires.

The expansion includes new low-latency routes across the east and west coasts of Latin America via Brazil and Chile. These routes are designed to provide resilient connectivity between Argentina, the US, and other global markets. This move follows Avelacom’s entry into the region in 2021 and responds to increased trading activity on the BYMA exchange, which saw a 45% year-on-year increase in trades and a 58% rise in orders during 2025.

By establishing this presence, Avelacom aims to support arbitrage and market-making strategies across Argentina, Brazil, and the US. The company plans to further interconnect markets in Chile, Colombia, and Peru over the coming year. This development addresses a growing demand for sophisticated trading infrastructure in Argentina, where the market remains underpenetrated compared to the broader Latin American average.

Rimes Adds Analytics, Order Book Functionality with Partnerships

Rimes has forged partnerships with PANTA, BMLL and Ortec Finance, integrating specialised analytics and historical order book data into the enterprise data management provider’s platform.

The collaboration aims to provide clients with index blending capabilities, market-microstructure analysis and performance attribution.

Vijay Mayadas said the company is providing deeper analytics and interoperable data to help clients understand drivers of risk and return.

The partnerships establish two-way data connectivity and access to tick-level datasets to support consolidated portfolio views. Enterprise data management solutions are used by institutional investors to process information and support investment decisions.