Automated Financial Systems (AFS) is a recognized leader in commercial lending software, bringing over 55 years of expertise and innovation to financial institutions worldwide. Our premier solution, AFSVision and the AFSVision Syndications feature, empowers organizations to grow their syndications business flexibly and efficiently, offering on demand, anywhere, all the time, real-time, mobile-enabled servicing, administration and workflow automation.

AFSVision delivers the next-generation digital integration for syndicated lending – complete with intuitive dashboards, investor and client portals, eSettlement capabilities, bookrunning tools, agented AI support/integration and robust, customizable reporting powered by AFSVision IRIS. Our platform supports the full syndicated loan lifecycle, facilitating seamless loan sales, trading and administration.

Beyond software, AFS partners with clients to maximize earning assets through our Business Intelligence services and strategic consultation, ensuring growth and operational excellence. Known for on-time, on-budget project delivery, AFS is your trusted partner for innovative lending solutions.

Etherealize is building the institutional infrastructure that brings global capital markets on-chain.

The company develops institutional tokenization, privacy and application-layer technologies that enable financial institutions to issue, manage and settle tokenized assets on Ethereum. Etherealize believes tokenization is only the first step. The greater opportunity is creating shared settlement infrastructure that allows tokenized assets, digital cash and financial institutions to operate on a common foundation. As the world's financial system becomes programmable, interoperable and always-on, Etherealize is helping build the infrastructure for the next generation of global capital markets.

Etherealize brings together leaders from Wall Street and Ethereum, including executives from JPMorgan, Goldman Sachs, Morgan Stanley, Blackstone, KKR, Bank of America, Bloomberg, Coinbase, Kraken, and the Ethereum Foundation. Backed by the Ethereum Foundation, Vitalik Buterin, Electric Capital, and Paradigm, the company works with leading asset managers, banks, exchanges and market infrastructure providers to accelerate institutional adoption of public blockchain.

By combining institutional-grade applications with Ethereum's security, credible neutrality and global network effects, Etherealize is helping financial institutions move beyond isolated pilots toward interoperable, shared markets.

As one of the world’s top three credit ratings agencies, Fitch Ratings plays a critical role in global capital markets by providing supplementary credit analysis, ratings, research and commentary to financial market participants.

For over 100 years, Fitch Ratings has been creating value for global markets through its rigorous analysis and deep expertise, which have resulted in a variety of market leading tools, methodologies, indices, research and analytical products. Fitch Ratings is part of Fitch Group, a global leader in financial information services with operations in more than 30 countries, which also includes Fitch Solutions. With dual headquarters in London and New York, Fitch Group is owned by Hearst.

Morningstar Indexes was built to meet the evolving needs of investors – and to be a leading-edge advocate for them. Our rich heritage as a transparent, investor-focused leader in data and research uniquely equips us to support individuals, institutions, wealth managers and advisors in navigating investment opportunities across major asset classes, styles and strategies. In February 2026, the acquisition of CRSP brought the CRSP Market Indexes –benchmarks for over $3 trillion in AUM – into the Morningstar Indexes family. Rebranded the Morningstar Market Indexes in July 2026, these indexes are recognized globally for their high-quality methodology and focus on investability. Additionally, CRSP’s Research Data Products, renowned for their academic rigor, historical depth and accuracy, will further enhance Morningstar's equity research and data capabilities. This integration unites two trusted sources of market insight, reinforcing a shared commitment to transparency, quality and investor-focused solutions.

As the pulse of private capital markets, PitchBook delivers trusted, real-time data, research and technology to help investors, dealmakers, and innovators make decisions with confidence. Its products provide comprehensive information on companies, investors, funds, deals and people, along with tools that help professionals analyze market activity and make informed decisions. Founded in 2007, PitchBook today serves more than 100,000 clients worldwide and is recognized as the leading source of private capital market intelligence. PitchBook has grown to over 3,000 employees across offices in Seattle, San Francisco, New York, London, Singapore, Mumbai and other global locations. Since 2016, PitchBook has operated as a subsidiary of Morningstar, Inc.

Versana is an industry-backed enterprise data and digital infrastructure company transforming the broadly syndicated loan and private credit markets. By digitally capturing agents’ loan data on a real-time basis from golden-source ledgers, Versana provides unprecedented transparency into global loan level details and lender portfolio positions, bringing efficiency and velocity to the entire asset class. Through its centralized platform, participants can rest assured they are accessing the loan market’s most credible source of deal information. With the support of its investors, Versana has become the data provider of choice to usher in the long-awaited modernization of the $9 trillion loan market.

Broadridge Financial Solutions (NYSE: BR) is a global technology leader with trusted expertise and transformative technology, helping clients and the financial services industry operate, innovate and grow. We power investing, governance and communications for our clients – driving operational resiliency, elevating business performance, and transforming investor experiences.

Our technology and operations platforms process and generate over 7 billion communications annually and underpin the daily average trading of over $15 trillion in equities, fixed income and other securities globally. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 15,000 associates in 21 countries.

The financial services industry relies on CGS’ unrivaled experience in uniquely identifying instruments and entities to support efficient global capital markets. Its extensive focus on standardization over the past 55+ years has helped CGS earn its reputation as a trusted originator of quality identifiers and descriptive data, ensuring that essential front- and back-office functions run smoothly. CGS is managed on behalf of the American Bankers Association (ABA) by FactSet Research Systems Inc., with a Board of Trustees that represents the voices of leading financial institutions.

eClerx provides AI, analytics and digital operations services to help clients unlock growth and amplify business results. We create long-term value through a powerful combination of people, technology, data and domain expertise.

eClerx’s global loan practices bring together operational excellence, technology innovation, and data intelligence to help financial institutions modernize and scale their syndicated loan platforms. Through intelligent notice management, credit agreement and document digitization, and human-in-the-loop AI, we combine automation with expert oversight to streamline workflows, improve data accuracy and reduce exceptions across the loan lifecycle, delivering faster execution, reduced risk and scalable efficiency.

Anchored by our cutting-edge Centers of Excellence, we support both tactical operations and strategic transformation through a connected global model across:
• Onshore (New York): Client governance and SME leadership
• Nearshore (Fayetteville, NC – Center of Excellence): Veteran-led operational precision and training
• Offshore (India): High-volume execution, automation and analytics delivery

FINBOURNE provides cloud-native data infrastructure that unifies investment management operations. We solve the foundational challenges – fragmented systems, data quality issues and inflexible legacy architecture – that create operational risk and slow innovation.

Our platform delivers a single, real-time view across all asset classes with complete lineage and bi-temporal accuracy. From portfolio and order management to IBOR, accounting and reconciliation, FINBOURNE connects front-to-back workflows and integrates bi-directionally with your existing ecosystem, on your terms. Modernize incrementally, retire technical debt strategically, and make your data audit-ready and intelligence-ready when you need it. Leading firms including HSBC, Northern Trust, and Baillie Gifford rely on FINBOURNE to eliminate data silos and accelerate time-to-market.

FIS is a financial technology company providing solutions to financial institutions, businesses and developers. We unlock financial technology that underpins the world’s financial system. Our people are dedicated to advancing the way the world pays, banks and invests, by helping our clients confidently run, grow and protect their businesses. Our expertise comes from decades of experience helping financial institutions and businesses adapt to meet the needs of their customers by harnessing the power that comes when reliability meets innovation in financial technology. Headquartered in Jacksonville, Florida, FIS is a member of the Fortune 500® and the Standard & Poor’s 500® Index.

Indus Valley Partners (IVP) is a trusted transformation partner to leading alternative asset managers, including global leaders in private credit, private equity and hybrid fund strategies. With 25 years focused exclusively on the buy side, IVP brings unmatched expertise in modernizing data, operating and reporting infrastructures.

Our integrated platform and services are purpose-built for the new era of AI-enabled investing, where operational leverage, data governance and speed to insight drive returns as much as capital deployment. This foundation allows funds to create consistency across complex data ecosystems, accelerate decision-making, and unlock value from traditional and alternative datasets. IVP combines deep domain expertise in asset management operations with a proven track record across master data management, digital-first managed services and enterprise-wide implementations. By partnering with IVP, fund managers gain a scalable, technology-enabled operating model designed to support growth, improve oversight, and enhance agility.

Lamina, a West Monroe company, is transforming the way financial institutions manage syndication and participation loans. Built on more than 20 years of industry expertise, Lamina addresses the inherent complexity of multi-lender loan management by streamlining workflows, automating data transfer, and enabling seamless collaboration across banks, credit unions and agricultural lenders. Our platform simplifies every stage of the loan lifecycle – from origination through long-term servicing – within a single, centralized system. By leveraging API integrations and intelligent automation, Lamina reduces manual work, improves accuracy and ensures consistency across deals, allowing institutions to close faster and operate with greater efficiency.

At the core of Lamina’s innovation is AI-driven notice management, a powerful capability that automates the storage, processing and tracking of servicing notices. This ensures that critical communications are never missed, tasks remain on schedule, and loan operations teams can focus on higher-value work instead of manual administration. With Lamina, financial institutions gain a comprehensive, end-to-end solution that enhances accountability, improves collaboration with partners, and unlocks new levels of productivity.

Lamina is more than a platform – it’s a smarter, more connected way to manage participation loans. By combining deep domain expertise with advanced technology, Lamina equips lenders with the tools they need to drive efficiency, reduce risk and elevate the borrower and partner experience.

At S&P, we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence and make decisions with conviction. Our Lending Solutions business within S&P Global Market Intelligence provides leading solutions, world-class reference and pricing data, and established managed services to power your loan operations.

SS&C is the backbone of global investment operations, providing technology and services for firms to capitalize on market opportunities and manage the entire loan lifecycle. Designed to support complex investment strategies across international markets, our purpose-built and award-winning technology enables firms to manage fund, entity and legal structures, as well as fully support all transaction types and instruments, including syndicated and private loans. The breadth of coverage empowers our clients to diversify their strategies while relying on SS&C for servicing, origination, asset surveillance and accounting. Our clients benefit from our deep loan market expertise and state-of-the-art processing, data security and governance, and document archiving.

AccessFintech is the data and workflow network powering the future of post-trade collaboration. The company enables financial institutions to securely connect data, counterparties and workflows across the global capital markets ecosystem through a secure, intelligent, API-first platform. By bringing together normalized multi-party data, real-time operational intelligence and collaborative workflows, AccessFintech helps firms reduce operational friction, accelerate exception resolution, improve transparency and mitigate risk across the post-trade lifecycle.

AccessFintech’s platform supports securities, derivatives, repo, loans and alternative assets, serving buy-side firms, sell-side institutions, custodians, exchanges, market infrastructures and technology providers globally. Today, more than 250 institutions leverage the AccessFintech network to drive greater efficiency, interoperability and control across complex post-trade operations.

Allvue Systems is a leading provider of investment management software for alternative asset managers, serving 1,000+ firms managing more than $10 trillion in AUM globally across private equity, private credit, venture capital and fund administration. Allvue's integrated platform – spanning credit front office, fund accounting, investment accounting, investor relations and OneVue – is purpose-built for the complexity of alternative investment management.

Driven by a deep understanding of what it takes to succeed in the alternatives market, we have developed an unmatched offering to meet and anticipate the ever-changing needs of investment managers and asset owners worldwide.

Computershare Corporate Trust is a market leader with decades of experience as a provider of trustee and sophisticated agency services for private and public companies, investment bankers and asset managers as well as governments and institutions. We offer a wide range of services that fulfill our clients’ unique and emerging needs in corporate and structured finance, debt issuance and mergers and acquisitions (M&A).

Computershare Corporate Trust is an industry leader with USD $6.6 trillion of debt under administration, USD $257.7 billion in assets under administration and cross-border capabilities including USD $1.5 trillion in funds movements across 75+ currencies in foreign exchange and distributions. It is among the top providers in the U.S., ranking #1 in CMBS and CRE CLO and top 3 in RMBS, ABS, Convertible, Investment Grade and High Yield Debt.

Finastra is a global leader in financial services software, trusted by 7,000+ customers – including 40 of the world’s top 50 banks – in over 110 countries. With expertise in lending, payments, and universal banking, we deliver reliable, scalable, mission-critical solutions such as Loan IQ, LaserPro, Trade Innovation, Essence, Global PAYplus, Payments To Go, and Financial Messaging. Backed by Vista Equity Partners, we co-innovate with customers to build modern technology that helps financial institutions grow with confidence.

HashLynx is revolutionizing commercial loan settlement in today’s BSL and private credit markets with a next-generation SaaS platform built for speed, efficiency and scale. Our mission is bold yet simple: transform loan settlement into a transparent, low-friction process that drives efficiency for every participant in the ecosystem. Whether scaling across global funds or simplifying the most complex transactions, HashLynx delivers the tools the market needs to thrive.

A platform built for the future: Designed by capital markets and fintech veterans, HashLynx replaces outdated, manual processes with modern infrastructure that accelerates settlement, reduces costs, and unlocks liquidity across syndicated and private credit transactions.

Trusted by the market: Our leadership includes the original architect of the leading legacy settlement system and operators who have shaped loan market infrastructure from the start. With this unmatched expertise, our technology solves real-world challenges with precision and reliability.

The HashLynx advantage: We’re redefining loan settlement – making it faster, cheaper, and easier.

Octaura is catalyzing a new era in the leveraged loan and CLO markets by delivering purpose-built and intuitive platforms that cut through market opacity, connect participants and eliminate friction, so trades happen fast and seamlessly. Powered by a unique intelligence engine, Octaura merges live, proprietary data with deep market expertise and world-class tech, enabling participants to see the loan and CLO markets like never before – live and in color.