Passthrough

?? Webinar today ?? Join us for a live discussion at 11am PT / 2pm ET on "SEC & FinCEN readiness: Essential steps to comply by 2026." Mark Mangion, Head of Financial Crime at Passthrough, will be covering the steps that ERAs and RIAs need to take to scale their AML compliance and the ideal timeline to implement ahead of the rules coming into effect Jan 1, 2026. Secure your spot: https://lnkd.in/eyjHU4_u

The technology market structure evolution in private markets is a core element of the mainstreaming of alternatives. The distribution evolution to the wealth channel goes hand in hand with the technology market structure evolution in this space, much like we've seen happen in the past with equities, fixed income, and derivatives. Enjoyed the conversation with Passthrough's Tim Flannery and Dynamo Software's Matthew Arnould on technology innovation in private markets.

New AML requirements from the SEC and FinCEN mean big changes for ERAs and RIAs. By January 1, 2026, firms must strengthen their anti-money laundering programs—or risk fines and cease-and-desist orders. Join us on November 21st at 11am PT / 2pm ET for a live session where Mark Mangion, Head of Financial Crime at Passthrough covers: ? The new AML processes your firm needs to adopt ? Key steps to scale your AML program ? A realistic timeline for compliance ?? Save your spot now: https://lnkd.in/eyjHU4_u

iDeals, J.P. Morgan, Visible.vc, Passthrough and Cobalt, a FactSet Company! See the latest from these vendors and more in our weekly vendor news digest! News categories cover deal activity, new and updated products, partnerships and integrations, vendor whitepapers, awards and others. Read More: https://lnkd.in/gtmy9TyC Also Featuring: DealEdge, FundGuard, Canoe Intelligence, Affinity.co, Sourcescrub, Atfinity: Software for KYC/KYB/AML and client onboardings, Ontra, Vitech Systems Group, Dialllog.co CRM, Verity, Novata, Hyperscience, Dynamo Software, SESAMm, Dealstack, Northern Trust, PortF, DiligenceVault, Broadridge, Charles River Development, Katipult (TSXV: FUND), Floww, Titanbay, IQ-EQ, Freyda, Robin AI, ListAlpha, IDR and ROYC!

Passthrough has partnered with Dynamo Software. Read more about it here: https://lnkd.in/dTEfpPFi #privateequity #venturecapital #assetmanagement #alternativeinvestments #techproviders #serviceproviders

Passthrough already makes it simple for fund managers to onboard investors and today we made it *even simpler* for Dynamo Software's 1,000+ GPs, LPs, and asset servicers and their $10T of assets. LPs will be able to: 1. Evaluate new opportunities 2. Click subscribe and begin the investment process without ever leaving Dynamo GPs will get: 1. Live progress updates in Dynamo 2. Easy syncing of docs across platforms All without leaving Dynamo. Learn more here: https://lnkd.in/e3gYDccJ

?? Experience a new era of investor onboarding with the powerful partnership between?Passthrough?and Dynamo. This collaboration merges Passthrough's streamlined workflows with Dynamo's comprehensive FinTech alternative investments platform, transforming the way you manage compliance and investor interactions. Users enjoy: ?? Real-time visibility into fundraising progress ?? Seamless document management ?? Superior investor experience ?? All within a unified ecosystem Discover how this powerful partnership can elevate your operations and drive efficiency like never before. Learn more: https://lnkd.in/dyYxQbpn

This August, FinCEN and the SEC issued a rule requiring RIAs and ERAs to implement full AML/CFT programs by January 1, 2026. Under the new rule, fund managers must follow the 5 pillars of compliance, which are detailed below. Read more about how the new rules impact PE and VC firms here: https://lnkd.in/dhSKAs-J

Ready to expand into new strategies or grappling with LP management in general? Join us tomorrow, October 23rd at 11am PT / 2pm ET, for an insightful discussion with Jamie Ngo at Asante Capital Group and Margot Stark Choi, MBA at Sixth Street. We’ll cover real-world solutions to some of the most pressing challenges firms face today: ?? Communicating new strategies to LPs and your internal team ?? Avoiding common pitfalls in capital raising for new strategies ? Leveraging tech to streamline investor relations as your firm scales Register to secure your spot or get the recap afterwards: https://lnkd.in/eSgGXpRV

Join us on Oct 23rd at 11am PT / 2pm ET for a live discussion on "Managing LP relationships across funds & strategies: Practical approaches that work." Tim Flannery will be joined by Margot Stark Choi, MBA, Head of Investor Services at Sixth Street and Jamie Ngo, Director at Asante Capital Group as they discuss: ?? How to create a consistent communication strategy ? Tactics for effectively segmenting and prioritizing investor relationships ?? Utilizing technology to streamline your processes without losing the personal touch that your LPs expect Save your spot now: https://lnkd.in/eSgGXpRV