LakeFusion Closes Funding Round to Expand AI MDM Offering to Financial Sector

AI-native master data management platform LakeFusion said it has closed its seed funding round after raising an undisclosed amount.

The investment was led by Carbide Ventures and will support the Austin, Texas-based firm’s expansion into sectors including financial services, real estate and healthcare.

The funding round underscores the demand for modern approaches to trusted data as enterprises increase their reliance on artificial intelligence.

“Our platform brings intelligence, scalability and simplicity to enterprise data,” said Vikas Punna, founder and chief executive of LakeFusion.

ESG Risk Platform GreenFi Raises $2m in Seed Investment

GreenFi, an ESG compliance risk management platform, said it has raised $2 million in a seed funding round that was led by Transition VC, India’s first energy transition-focused venture fund.

The cash injection will be deployed to expand the company’s distribution network and presence across key markets.

GreenFi uses artificial intelligence and language models to automate due diligence and reporting for compliance, which traditionally requires manual workflows.

GreenFi founder Barun Chandran said the company is building AI agents to enable teams to extract insights and streamline workflows.

FactSet Wins Market Data Supply Contract with TD Wealth in Canada

FactSet has began a multi-year contract to provide market data to TD Wealth in Canada.

The agreement installs FactSet Workstations for Private Wealth Management and TD Direct Investing employees nationwide. It also utilises FactSet content feeds and APIs to power the retail client portals in Canada. The deal is expected to enable simpler, faster execution across the businesses.

“Access to high-quality market data helps our colleagues simplify how they work and deliver faster for clients,” said Wallace Barbour, associate vice president, solutions and enablement at TD Wealth.

Greenshoe Secures Funding to Advance AI-Native SEC Disclosure Capabilities

Chicago based RegTech company Greenshoe has raised $3 million in seed funding to scale its AI-driven platform for U.S. Securities and Exchange Commission (SEC) disclosures—an area long burdened by fragmented workflows, manual drafting, and costly review cycles. The investment round, led by AIX Ventures with participation from Hearst Level Up Ventures, Blueprint FTC, Service Provider Capital and others, supports Greenshoe’s broader ambition to modernise how public companies prepare regulated filings.

Preparing core disclosures such as 10-Qs and 10-Ks remains one of the most labour-intensive processes in corporate finance. By some estimates it can take “about 180 hours just to prepare a 10-Q,” with overall costs ranging “from roughly $50,000 for smaller companies to well over $1 million for large-cap enterprises.” Greenshoe positions its platform as an AI-native alternative, drawing on regulatory precedent, market norms, and live company data to improve speed, accuracy, and consistency.

Payton McCoy, Greenshoe’s CEO and co-founder, highlights the inertia that continues to shape corporate reporting workflows. “SEC filings are the foundation of market transparency, but the workflows powering them are stuck in a pre-AI world,” he noted. His experience as a practising lawyer underscores the need for change. “As a lawyer, I spent hundreds of hours manually preparing SEC disclosures, including 10-Ks, 8-Ks, and IPO filings. That said, Greenshoe is about more than just saving time. It’s about improving disclosure quality and making this work easier to do. We’re laying the rails for a smarter, faster capital markets ecosystem.”

Rather than acting as a simple drafting assistant, the platform is designed to manage the specialised tasks that make SEC reporting so resource-intensive. These include:

• Real-time compliance checks and validations
• Draft generation informed by regulatory precedent and market comparables
• Analysis of SEC comment letters and support for response drafting
• Peer-based benchmarking and research

CTO and co-founder Dr. Yi Zhang described the system’s adaptive architecture: “We’re building the infrastructure layer for AI-native disclosure intelligence. Our deep-research agent fuses reasoning, evaluation, reflection, and human feedback into a continuous improvement loop. Every interaction sharpens the system, compounding domain expertise into an advantage that makes the platform more intelligent.”

This continuous-learning approach underpins Greenshoe’s focus on complex document processing. Its architecture combines agentic retrieval-augmented generation (RAG), structured reasoning around SEC requirements, and benchmarking against peer disclosures. The result is a system that not only drafts content but interprets disclosure trends, assesses context, and aligns filings with evolving regulatory expectations.

Investors say this blend of regulatory expertise and technical depth sets the company apart. As AIX Ventures partner Jason McBride put it: “SEC disclosures are among the most important and complex documents in corporate finance, and Greenshoe is the first team we’ve seen that truly understands both the regulatory nuance and the AI infrastructure required to modernize them. We invested because Greenshoe isn’t just building a tool. They’re defining an entirely new layer in the regulatory tech stack.”

Greenshoe is targeting the approximately 4,700 U.S. public companies that must repeatedly navigate SEC disclosure cycles, internal approvals, and market comparables. Early adopters include legal teams and capital markets practitioners, with reported time savings of up to 90% on some tasks.

Franklin Templeton Expands Benji Technology Platform onto Canton Blockchain

The Canton Network has announced that Franklin Templeton is expanding its Benji Technology Platform onto the Canton Blockchain. This integration aims to provide global institutional clients with seamless access to tokenised investment products. The move expands the availability of regulated, tokenised financial instruments on the network, reinforcing Canton’s position as a key blockchain for institutions.

The Benji Technology Platform is Franklin Templeton’s proprietary system designed to manage token-based investments. Using this platform, Franklin Templeton launched the first U.S.-registered mutual fund using blockchain technology in 2021. The firm now offers several on-chain tokenised investment products for various use cases, including retail, institutional, and collateral.

This integration also creates new opportunities for Canton’s Global Collateral Network. Participants, such as QCP, intend to use the platform as a new source of liquidity. This development highlights Canton’s ability to support interconnected traditional finance and digital asset markets while adhering to institutional regulatory and privacy standards.

Millennium bcp Partners with Murex to Enhance Market Risk Management

Millennium bcp, Portugal’s biggest private-owned bank, with operations also in Poland and Mozambique, has entered a strategic partnership with Murex, the trading and risk management solutions vendor. The bank will adopt Murex’s MX.3 platform to strengthen its market risk management capabilities and ensure compliance with the Fundamental Review of the Trading Book (FRTB).

The initiative will span the bank’s operations across all three countries, establishing a unified and robust risk framework. Murex will provide capabilities to monitor market risk across these geographies, covering the full spectrum of asset classes managed by the bank, including interest rates, foreign exchange, equities, credit, and derivatives.

This deployment is a key part of the bank’s risk transformation journey, aimed at aligning its oversight with global standards and enhancing operational efficiency. Implementation of the MX.3 platform is set to begin this year, with rollouts phased according to functional priorities.

Phillip Securities Selects Integral to Expand Institutional FX Offering

Singapore-based Phillip Securities has chosen US technology provider Integral to advance its institutional foreign exchange (FX) offering. Traditionally focused on the retail sector, Phillip Securities will use Integral’s pricing and distribution solutions to support its expansion into services for institutional market participants.

The integration will allow the firm to manage higher volumes of FX Contracts for Difference (CFDs), complementing its established equity CFD business. Integral’s technology provides real-time price feeds and streamlines price distribution to clients and other business entities within the PhillipCapital Group, such as Phillip Nova and Phillip Securities Japan.

Institutional clients will also gain access to Direct Market Access (DMA) trading, enabling faster and more transparent execution with direct market pricing across a wider variety of FX instruments. The scalability of the solution also allows Phillip Securities to incorporate additional FX instruments in the future.

Trading Technologies and TokWise Partner on European Energy Trade Execution

Trading Technologies (TT) has partnered with European technology firm TokWise to provide trade execution services. As of 1 November, users of TokWise’s portfolio management system can execute trades via the TT platform. The integration provides TokWise clients with high-speed connectivity to key European power exchanges, including EPEX and Nord Pool, for order routing and execution.

TokWise offers a power management system for institutional energy firms, featuring an AI-powered agent, GuardianTrade, to optimise trading strategies. It covers short-term day-ahead, intraday, and balancing markets, helping users manage risk and improve trading decisions.

By routing all execution through the TT platform, TokWise ensures its customers benefit from robust infrastructure and low-latency capabilities. The partnership allows TokWise to focus on its core AI-driven optimisation while TT provides the execution technology.

Acuity’s Agent Fleet Offers S&P Capital IQ Data

Acuity Knowledge Partners, which provides research and AI services to financial institutions, is integrating S&P Capital IQ data into its Agent Fleet platform.

The collaboration brings company intelligence, financials, estimates, transactions and professional data into the Agent Fleet platform. This enhanced offering builds on a foundation of more than 10 years during which Acuity has worked with S&P Global Market Intelligence.

“This integration deepens our decade-long collaboration with S&P Global Market Intelligence and demonstrates the strength of our work together,” said Cameron Allan, Global Partnerships Lead at Acuity.

T. Rowe Price Adopts Genesis Solution to Streamline Primary Bond Issuance Workflow

Asset manager T. Rowe Price has deployed the Primary Bond Issuance (PBI) solution from Genesis Global, to manage corporate bond deal workflows. The system will aid T. Rowe Price’s fixed income teams optimise how they track and invest in deals throughout the bond lifecycle.

The Genesis solution provides a consolidated, real-time view of deals by aggregating data from multiple providers. It was customised for T. Rowe Price with an algorithm that automatically merges multiple data sources referencing the same deal into one composite record. The PBI solution also integrates with T. Rowe Price’s existing portfolio modelling and order management systems and uses chat functionality for team collaboration.

The new solution replaces a internally-built system and is being used by traders, analysts, and portfolio managers in Baltimore, Hong Kong, and London. It initially covers investment-grade corporate bonds, but T. Rowe Price expects to extend it to high-yield and emerging-market corporate bonds shortly.