Total Deals
53
+1 vs last week
Total Contacts
~1,009
637 imported this week
Total Opportunity
$88.1m
E/OMS integrations
Live in Production
1
AP2 via Virtu Triton
End Users Pipeline
6
tagged to integration
⚠ Action Required — Large Contact Import
637 contacts were bulk-imported this morning (19 Apr, 06:53 UTC) — predominantly CIO-level and VP-level asset management contacts including AllianceBernstein, Allianz GI, and Alantra. Origin to be confirmed (LinkedIn export vs list purchase). Many will need associating to company records and deals. Recommend hygiene check once import settles.
Data Partners
| Partner | Stage | Value | Contacts |
|---|---|---|---|
LiquidMetrix Cornerstone data node. Legal documentation in progress. | TCA Analytics Integrated | $3.2m | 6 |
Virtu Analytics TCA intelligence vertical — equivalent role to LiquidMetrix. | To Be Created | TBD | 0 |
End User Coverage
1
Live
AP2 · Virtu Triton
6
Pipeline
3 integrations
$622k
ACV
pipeline value
| End User | Via | Stage | ACV |
|---|---|---|---|
| AP2 | Virtu Triton | Live ✓ | $30k |
| State Street Global Advisors | Virtu Triton | Engaged | $157k |
| Nomura Asset Management | Virtu Triton | Engaged | $30k |
| Unigestion | Virtu Triton | Engaged | $30k |
| Fidelity Canada | Virtu Triton | Prospecting | $30k |
| DNB Carnegie | Broadridge | Engaged | $30k |
| Blackrock | Flextrade | Engaged | $317k |
Opportunity by E/OMS Integration
GammaZulu and Trafix opportunity TBD · IRESS relevance to be verified
Total: $88.1m
Activity Summary — Week of 19 April 2026
53 total deals (+1 vs prior week). 5 deals with activity since 13 April. Major flag: 637 CIO/VP-level contacts imported this morning — origin and deal association pending.
⚠ 637 Contacts Imported Today
Bulk import at 06:53 UTC on 19 April. Predominantly CIO and VP-level asset management contacts — AllianceBernstein, Allianz GI, Alantra (multiple IB VPs), and a broad range of independent managers globally. Confirm origin (LinkedIn export vs list purchase) and begin associating to relevant deals. Risk of duplicate/unenriched records at scale.
Deals Moved This Week
Trafix - System Integration Stage moved
Advanced from Engaged → NDA (Presentation Scheduled). First stage progression since creation in March. Prospect count still TBD — worth confirming before next refresh.
15 Apr
LiquidMetrix — Data and Distribution Partnership
Deal record updated 15 April. Value remains $3.2m. 6 contacts associated. Legal documentation ongoing.
15 Apr
Stonehage Fleming New deal
Created 16 April. $30k ACV. Prospecting stage. Large multi-family office with a significant equity book. Confirm channel attribution — may warrant a platform tag if introduced via an existing integration.
16 Apr
InfoReach, GIC, ZKB, DNB Carnegie, Rothschild & Co — activity logged
All 5 touched between 17 Apr. No stage changes — routine activity or note updates.
17 Apr
Virtu Financial - System Integration
Activity logged 7 April. No stage change. Integration remains EMS Integrated.
7 Apr
Outstanding Flags
IRESS - System Integration — 0 contacts, 4 weeks
No contacts associated since deal creation. Relevance verification note outstanding. Action required before next investor review.
Flagged
Virtu Analytics — deal not yet created
Data & Intelligence Partnership record still to be created. Consultant brief issued — pending action.
Flagged
Stonehage Fleming — channel attribution unconfirmed
New deal created 16 April. No channel partner tag yet. Confirm whether this is a direct deal or referred via an integration partner.
Flagged
53 total deals · ~1,009 contacts · Next refresh: Monday 27 April 08:00 BST
E/OMS Integrations — Full Detail
Qualified
Engaged
NDA
EMS / OMS / TCA Integrated
← stage progression
| Integration | Stage | Contacts | Prospects | Equity Rel. | Opportunity | Basis |
|---|---|---|---|---|---|---|
| Virtu Financial (Triton) | EMS Integrated | 3 | 400 | 75% | $12.7m | 400 × 75% × $30k ACV |
| Broadridge | OMS Integrated | 4 | 150 | 50% | $4.6m | 150 × 50% × $30k ACV |
| InfoReach | EMS Integrated | 2 | 150 | 50% | $4.6m | 150 × 50% × $30k ACV |
| Flextrade | EMS Integrated | 1 | 75 | 75% | $2.3m | 75 × 75% × $30k ACV |
| SS&C Eze | Engaged | 4 | 950 | 50% | $28.9m | 950 (50% of 1,900 Eze clients) × $30k ACV |
| Instinet | NDA | 2 | 500 | 75% | $15.2m | 500 × 75% × $30k ACV |
| Charles River Development | NDA | 4 | 138 | 50% | $4.2m | 275 clients × 50% × $30k ACV |
| Simcorp | Engaged | 1 | 175 | 50% | $5.3m | 350 clients × 50% × $30k ACV |
IRESS ⚠ 0 contacts | NDA | 0 | 250 | 50% | $7.6m | 500 × 50% × $30k ACV. Wealth skew — verify. |
Trafix moved to NDA | NDA | 1 | — | — | TBD | Prospect count to be confirmed |
| GammaZulu | Qualified | 1 | — | — | TBD | Prospect count to be confirmed |
Equity relevance % reflects estimated proportion of partner client base relevant to BTON equity execution intelligence. All opportunity values assume $30k ACV (£24k @ 1.27). Assumptions documented in HubSpot. As of 19 April 2026.
Stage Independence
Integration stage and end user stage are tracked separately. Virtu Triton is fully EMS Integrated while end users operate at their own stage. Nomura, Unigestion, SSGA and DNB Carnegie are at Engaged. Fidelity Canada remains at Prospecting.
End User Attribution — Integration to Client Map
| End User | Via | Integration Stage | End User Stage | ACV |
|---|---|---|---|---|
| AP2 | Virtu Triton | EMS Integrated | Live ✓ | $30k |
| State Street Global Advisors | Virtu Triton | EMS Integrated | Engaged | $157k |
| Nomura Asset Management | Virtu Triton | EMS Integrated | Engaged | $30k |
| Unigestion | Virtu Triton | EMS Integrated | Engaged | $30k |
| Fidelity Canada | Virtu Triton | EMS Integrated | Prospecting | $30k |
| DNB Carnegie | Broadridge | OMS Integrated | Engaged | $30k |
| Blackrock | Flextrade | EMS Integrated | Engaged | $317k |
Attribution reflects route of introduction, not platform usage
$622k total pipeline ACV
Virtu Triton
5
end users
AP2Live ✓
State Street Global AdvisorsEngaged
Nomura Asset ManagementEngaged
UnigestionEngaged
Fidelity CanadaProspecting
$277k ACV
Broadridge
1
end user
DNB CarnegieEngaged
$30k ACV
Flextrade
1
end user
BlackrockEngaged
$317k ACV
NDA (6)
| Firm | ACV |
|---|---|
| OPCO Advisory | TBD |
| Liquidnet | TBD |
| Symphony | TBD |
| Deutsche Börse | TBD |
| BMLL | TBD |
| Bell Rock Capital | $30k |
ACV in stage$30k
Contracted (1)
| Firm | ACV |
|---|---|
| Skerryvore Asset Management | $30k |
ACV in stage$30k
Engaged (20) +1 Stonehage Fleming
| Firm | ACV |
|---|---|
| Blackrock (direct) | $317k |
| Optiver | $190k |
| Jefferies | $127k |
| SSGA | $157k |
| Pimco | $30k |
| Baillie Gifford | $30k |
| Nordea AM | $30k |
| QSemble | $30k |
| Piper Sandler | $30k |
| Ridgeline | $30k |
| Rothschild & Co | $30k |
| KeyBank | $30k |
| ZKB | $30k |
| Brandes | $30k |
| GIC | $30k |
| J.P. Morgan AM | $30k |
| J.P. Morgan Private Bank | $30k |
| Homestead Funds | $30k |
| Trafix (direct) | TBD |
| Stonehage Fleming new | $30k |
ACV in stage$1.24m
Prospecting (10)
| Firm | ACV |
|---|---|
| Capital Group | $30k |
| Wellington | $30k |
| T. Rowe Price | $30k |
| MFS | $30k |
| Acadian Asset Management | $30k |
| Vontobel | $30k |
| Fidelity Canada (direct) | $30k |
| Allianz Global Investors | $30k |
| Greenwich Dealing | $30k |
| Geode Capital | $3k |
ACV in stage$303k