Product & Service Launches 8/14/25

GSAM Files to Launch Stablecoin Reserves Fund

Goldman Sachs Asset Management L.P. has filed with the Securities and Exchange Commission to launch the Stablecoin Reserves Fund.

According to the firm’s Form N-1A registration statement, it intends the fund to be a government money market fund. It will invest only in U.S. dollar-denominated securities that meet certain risk-limiting conditions related to portfolio quality, maturity and liquidity. Shares of the fund are expected to be held primarily by one or more stablecoin issuers as all or a portion of the reserve assets that back the stablecoins issued to customers.

SS&C Introduces Black Diamond Wealth Solutions

SS&C Technologies Holdings Inc. introduced SS&C Black Diamond Wealth Solutions, a suite of wealth management offerings.

The suite serves more than 800,000 active users across more than 3,000 firms managing more than $3.6 trillion in assets.

Features include a centralized command center for portfolio management and reporting; tracking, reporting and management for alternative investments; a client portal with secure communications and third-party integration capabilities; customer relationship management platforms for prospecting; relationship management and activity tracking; trust and retirement services; compliance and surveillance services; investment management services; trading and rebalancing capabilities; and business intelligence and billing management.

FlexPATH Surpasses $100B in AUM

FlexPATH Strategies LLC, an investment adviser providing target-date and individually managed solutions, has surpassed $100 billion in assets under management.

The firm specializes in fiduciary services, glide path asset allocation design, target-date funds, and both index and active strategies delivered through collective investment trusts.

FlexPATH offers three glide paths—conservative, moderate and aggressive—and TDFs that allow participants to select their individual risk tolerance.

Manulife Releases CQS Multi Asset Credit Fund

Manulife Investments has launched, in Canada, the Manulife CQS Multi Asset Credit Fund in partnership with its affiliated investment adviser, Manulife | CQS Investment Management.

According to Manulife Investments, the fund seeks to generate income and capital growth by investing primarily in credit-related investments of global issuers. It will invest into a variety of traditional and alternative fixed-income asset classes, with a focus on developed markets in a mutual fund structure. The investments will include corporate bonds, asset-backed securities, loans and convertible bonds, with an ability to shift allocations.

“As investors continue to seek diversification and the potential for enhanced income and growth in today’s volatile markets, we’re expanding our liquid and semi-liquid alternatives platform to meet that demand,” said Kristie Feinberg, global head of retail at Manulife Wealth & Asset Management, in a statement. “This marks our first fund launch in Canada in collaboration with the Manulife | CQS Investment Management team, and we believe it offers a compelling long-term solution for evolving portfolio needs.”

Ultimus Fund Solutions Expands Xceptor Partnership

Ultimus Fund Solutions expanded its six-year partnership with Xceptor, an intelligent data automation platform provider for financial markets.

Xceptor’s data automation platform and artificial intelligence framework are embedded into uSUITE, Ultimus’ proprietary platform that uses robotic processing software, machine learning and application programming interfaces to streamline data processing.

According to Ultimus, the partnership has so far resulted in more efficient workflows for Ultimus and an accessible, data-rich environment for Ultimus’ clients, who benefit from access to custom reporting, data integrations and self-serve access. Ultimus is able to monitor inbound data, such as trading activity. Users are then able to check for and manage nominal data exceptions in their platform.

Intention.ly Launches AI Lab

Intention.ly has launched an artificial intelligence service to deliver marketing tools to financial services firms.

The new suite of services includes:

• Custom GTP assistants: AI tools trained to support internal teams, sales efforts and client communications;
• AI readiness audits: assessing a firm’s preparedness for AI integration;
• AI SEO audits and monitoring: informing firms how, where and if they appear and rank within the generative search ecosystems;
• Go-to marketing engineering toolkit: custom workflows and smart automation; and
• Lead: an AI-driven lead growth engine that combines custom content, outbound social media messaging and targeting logic.

Intention.ly has also formalized agency partnerships with select AI solution providers, enabling the delivery of high-performing tools with onboarding, customization and ongoing support for clients.

Mission Wealth Chooses Fynancial to Help Launch New Mobile App

Fynancial, a digital client experience platform, has partnered with Mission Wealth Management L.P. to help launch the firm’s new mobile app, MissionForward.

The app will allow investors access to investment accounts, budgets and a full picture of their goals while working directly with a certified financial planner at any time.

“The next generation of investors grew up in the middle of a major technology boom, and they expect mobile-first service solutions,” said Matthew Adams, Mission Wealth’s CEO and managing partner, in a statement. “Fynancial’s highly personalized communication solution enables us to connect with them like never before.”

CI Global Adds 6 Mandates to Private Pool Lineup

CI Global Asset Management added six mandates to its CI Private Pools lineup of investment solutions. Three are dual-series pools, also available as ETFs.

The CI Canadian Income and Growth Private Pool; CI Select Canadian Equity Private Pool; and CI U.S. Stock Selection Private are available as Series A, F and I. The CI Global Dividend Private Pool; CI U.S. Monthly Income Private Pool; and CI U.S. Small/Mid-Cap Equity Private Pool are also available in Series A, F and I, and they trade as ETFs on the Toronto Stock Exchange.

“The CI Private Pools are actively managed, high-conviction portfolios that deliver the deep asset class and equity sector expertise of our investment management teams,” said Jennifer Sinopoli, CI GAM’s executive vice president and head of distribution, in a statement. “Today’s launches expand our selection of equity and balanced private pools, giving advisers enhanced choice and flexibility in building portfolios tailored to each client’s requirements.”

Strongpoint Partners Announces 2 Partnerships

Strongpoint Partners, a tech-enabled retirement services platform serving small to midsize businesses, has announced partnerships with qualified retirement plan solution providers Creative Retirement Systems LLC and Associated Pension Consultants LLC.

The partnership with CRS expands Strongpoint’s partner network into Ohio for the first time. The collaboration with APC enhances Strongpoint’s presence on Long Island and in greater New York City.

Interactive Brokers Launches Desktop Trading Platform

Interactive Brokers launched its IBKR Desktop, designed as a primary trading platform for both retail and professional clients.

IBKR Desktop combines discovery, analysis, execution and portfolio management into one interface and delivers the core functionality of IBKR’s flagship desktop platform, Trader Workstation.

Features and updates include:

• Trading tools such as portfolio, watchlist, advanced charts, options chains, Level 2 market depth and time and sales;
• Enhanced global search for faster access to securities, tools and platform functions;
• New investment themes discovery feature;
• Improved translations and language support for IBKR’s global clients; and
• White-label services, making IBKR Desktop available for introducing brokers and other institutional clients.

MSCI Launches 2 New Tools for General Partners

MSCI Inc. launched two new data and analytics solutions for private markets general partners.

The solutions are designed to provide GPs with deeper insights and enhanced investor engagement capabilities. The private asset and deal metrics offering enables GPs to benchmark performance, validate investment themes and engage limited partners with greater confidence. The and real capital analytics funds solution supports GPs’ fundraising efforts by providing insights into LP investment criteria and strengthening investor relations through transparent fund performance for better reporting.

“GPs are operating under increasing pressure in what continues to be a challenging market environment, facing heightened competition for capital and deal-making as well as growing scrutiny from investors and regulators,” said Luke Flemmer, MSCI’s head of private assets, in a statement. “Our goal is to deliver solutions that empower general partners to more clearly articulate their value, operate with greater efficiency and clarity and strengthen investor engagement.”

MSCI Collaborates with PNC on Personalized Wealth Management

MSCI Inc. and PNC Bank have collaborated to provide PNC financial advisers with access to MSCI Wealth Manager, a digital platform that helps advisers create more personalized experiences for end-investors.

The product leverages analytics, portfolio management tools and institutional-grade research and solutions to assist advisers with identifying assets in a client portfolio that are outliers based on the client’s risk appetite. Advisers can use the platform to align and personalize their clients’ portfolio around recommended asst allocations, as well.