BTON Financial

Pipeline Management Information · 20 April 2026

Total Deals
53
stable
Total Contacts
~1,009
637 senior buyers added
Total Opportunity
$88.1m
E/OMS integrations
Live in Production
1
AP2 via Virtu Triton
End Users Pipeline
6
tagged to integration
⬆ Stage Progression — SS&C Eze
SS&C Eze - System Integration has moved from Engaged → NDA this morning. At $28.9m this is the largest single integration opportunity. First NDA-stage movement for this deal since creation in March.
Data Partners
PartnerStageValueContacts
LiquidMetrix
Cornerstone data node. Legal documentation in progress.
TCA Analytics Integrated$3.2m6
Virtu Analytics
TCA intelligence vertical — equivalent role to LiquidMetrix.
To Be CreatedTBD0
End User Coverage
1
Live
AP2 · Virtu Triton
6
Pipeline
3 integrations
$622k
ACV
pipeline value
End UserViaStageACV
AP2Virtu TritonLive ✓$30k
State Street Global AdvisorsVirtu TritonEngaged$157k
Nomura Asset ManagementVirtu TritonEngaged$30k
UnigestionVirtu TritonEngaged$30k
Fidelity CanadaVirtu TritonProspecting$30k
DNB CarnegieBroadridgeEngaged$30k
BlackrockFlextradeEngaged$317k
Opportunity by E/OMS Integration
SS&C Eze NDA today
$28.9m
NDA
Instinet
$15.2m
NDA
Virtu Financial (Triton)
$12.7m
EMS Integrated
IRESS
$7.6m
NDA
Simcorp
$5.3m
Engaged
Broadridge
$4.6m
OMS Integrated
InfoReach
$4.6m
EMS Integrated
Charles River Development
$4.2m
NDA
Flextrade
$2.3m
EMS Integrated
GammaZulu and Trafix opportunity TBD · IRESS relevance to be verified Total: $88.1m
Activity Summary — Week of 20 April 2026

53 deals active. Two integration stage moves this morning. Event outreach sent to 242 targeted senior buyers — see Event Outreach tab for opener detail.

⬆ Key Move — SS&C Eze → NDA
SS&C Eze - System Integration advanced to NDA this morning, 20 April. At $28.9m this is the largest single integration opportunity. Now sits alongside Instinet, Charles River, IRESS and Trafix at NDA stage. Confirm who is leading and ensure the right contacts are associated (currently 4 on record).
Deals Active This Week
SS&C Eze - System Integration Engaged → NDA
Largest integration opportunity at $28.9m. 4 contacts associated. Stage advanced this morning.
20 Apr
Trafix - System Integration — active today
Remains at NDA. Prospect count still TBD. Moved to NDA last week from Engaged.
20 Apr
ZKB, Rothschild & Co, DNB Carnegie — meetings booked
Calendar invites updated this morning — BTON | ZKB and BTON | Rothschild both scheduled for Thu 23 April. BTON | DNB Carnegie and SIX | BTON booked for Wed 22 April.
20 Apr
LiquidMetrix — Data and Distribution Partnership
Updated 15 April. $3.2m. Legal documentation ongoing.
15 Apr
Stonehage Fleming new
Created 16 April. $30k ACV. Channel attribution unconfirmed.
16 Apr
Outstanding Flags
IRESS - System Integration — 0 contacts, 4+ weeks
No contacts associated since creation. Relevance verification outstanding.
Flagged
Virtu Analytics — deal not yet created
Data & Intelligence Partnership record still outstanding.
Flagged
Stonehage Fleming — channel attribution unconfirmed
Confirm direct deal or referred via integration partner.
Flagged
53 total deals · ~1,009 contacts · Next refresh: Monday 27 April 08:00 BST
Event Outreach — Senior Buyer Campaign

Targeted outreach email sent to a curated audience of 242 senior investment decision-makers on 20 April 2026 at 07:56 UTC. Recipients are drawn from a broader pool of 637 CIO and VP-level contacts added to the CRM on 19 April as part of event preparation. The 242 represents the targeted send list — senior buyers with direct relevance to BTON's execution intelligence proposition.

242
Targeted Send
Senior buyers · 20 Apr 07:56 UTC
23
Opened
9.5% open rate · as of 20 Apr 14:00
637
Total Pool
CIO / VP contacts in CRM
—
Campaign Name
Logged as "New email" — rename recommended
Openers — 23 contacts (as of 20 April 14:00 BST)
RS
Rob Sigler
Managing Director, CIO · West Shore Wealth
13:43
NR
Neil Ruffell
VP – Chief Administrative Officer, Investment Management Operations · AllianceBernstein
12:39
JS
Jeff Skoglund
Investments COO · AllianceBernstein
12:07
JT
James Thorne
VP, Investment Banking Origination · Absa Africa
11:51
EH
Evan Hughes
COO, M&G Life Investment Office · M&G
11:16
DP
Dipak Patel
Founder & CIO · Akshar Capital
11:06
KV
Kenneth Vanderpool
Strategist, Investment Platform COO · Wellington
10:10
TE
Tomiko Evans
Managing Director, CIO · CrossingPoint
10:10
TC
Tom Cohen
Head of Investments · Algoz
09:00
DB
Danilo Bardella
VP, Investment Banking — Real Estate · Alantra
08:50
BP
Bart Pietras
VP, Investment Research · Aksia
08:48
GD
Gunther Deutsch
Head of Investment Transactions Europe & MD Germany · Barings
08:46
BS
Bagdat Skakov
VP, Investment Banking — Digital Infrastructure · Alantra
08:42
DO
Damien Owens
Director / COO · Universal Investment Ireland
08:01
EA
Eva Ados
COO & Chief Investment Strategist · ERShares
07:56
KA
Konstantinos Anthis
Chief Investment Officer · Aenaon Markets
07:56
DK
Dmitry Kotegov
Chief Investment Officer · Abeta Capital
07:56
JW
Jason White
President & CIO · 50 East Capital
07:56
JM
Jaime Moreno de los Rios
COO & Co-CIO · Secfi
07:56
TA
TJ Abood
Chief Investment Officer · Access Ventures
07:56
TA
Thibaud Amrane
CIO — Cross Asset Investment Solutions · Alpinia Finance
07:56
DG
Denys Gurak
COO & CIO · MITS Capital
07:56
CB
Chris Buskirk
Founder & CIO · 1789 Capital
07:56
Open rate will continue to build over the next 24–48 hours as recipients in different time zones engage. Notable openers include AllianceBernstein (2 senior contacts), M&G, Wellington and Barings. Campaign currently logged as "New email" in HubSpot — recommend renaming for tracking purposes. HubSpot Campaign and Marketing Event objects require a plan upgrade to track formally.
E/OMS Integrations — Full Detail
Qualified Engaged NDA EMS / OMS / TCA Integrated ← stage progression
IntegrationStage ContactsProspects Equity Rel.OpportunityBasis
Virtu Financial (Triton)EMS Integrated3400
75%
$12.7m400 × 75% × $30k ACV
BroadridgeOMS Integrated4150
50%
$4.6m150 × 50% × $30k ACV
InfoReachEMS Integrated2150
50%
$4.6m150 × 50% × $30k ACV
FlextradeEMS Integrated175
75%
$2.3m75 × 75% × $30k ACV
SS&C Eze NDA today
NDA4950
50%
$28.9m950 (50% of 1,900 Eze clients) × $30k ACV
InstinetNDA2500
75%
$15.2m500 × 75% × $30k ACV
Charles River DevelopmentNDA4138
50%
$4.2m275 clients × 50% × $30k ACV
SimcorpEngaged1175
50%
$5.3m350 clients × 50% × $30k ACV
IRESS ⚠ 0 contacts
NDA0250
50%
$7.6m500 × 50% × $30k ACV. Wealth skew — verify.
Trafix NDA last week
NDA1——TBDProspect count to be confirmed
GammaZuluQualified1——TBDProspect 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). As of 20 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 UserViaIntegration StageEnd User StageACV
AP2Virtu TritonEMS IntegratedLive ✓$30k
State Street Global AdvisorsVirtu TritonEMS IntegratedEngaged$157k
Nomura Asset ManagementVirtu TritonEMS IntegratedEngaged$30k
UnigestionVirtu TritonEMS IntegratedEngaged$30k
Fidelity CanadaVirtu TritonEMS IntegratedProspecting$30k
DNB CarnegieBroadridgeOMS IntegratedEngaged$30k
BlackrockFlextradeEMS IntegratedEngaged$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)
FirmACV
OPCO AdvisoryTBD
LiquidnetTBD
SymphonyTBD
Deutsche BörseTBD
BMLLTBD
Bell Rock Capital$30k
ACV in stage$30k
Contracted (1)
FirmACV
Skerryvore Asset Management$30k
ACV in stage$30k
Engaged (20)
FirmACV
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)
FirmACV
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
BTON Financial — Confidential Management Information Source: HubSpot CRM · 20 April 2026 · Values in USD