What the team built and launched this year, and which clients went live.

This year, the team made Templum easier for clients to use on their own, faster to transact on, and more flexible for each institution.

The headline releases are live and available across the platform today - spanning a new approach to Quotation Bureau trading, a redesigned portfolio experience, expanded capital call and redemption workflows, and richer document automation.

On the client side, we launched and expanded several client platforms - including Wedbush and Voya Pomona - while building out the underlying infrastructure for major new clients.

This is what our technical team has shipped in 2026 so far…

A new way to trade: On-platform auctions

The biggest release of the year changes how trading itself runs. Quotation Bureau trading at Templum has always been transaction-based: a listing goes up, a trade happens, whenever the opportunity arises. That model isn't going anywhere. But this year we built a second one to run alongside it – a structured quarterly cycle in which interest is gathered and competition runs on a set schedule.

Each auction runs end-to-end on the platform. Admins set up and manage the cycle. Investors and advisors can see exactly where an auction sits in its timeline, submit listings and indications, and the winning bidder is confirmed automatically.

We rebuilt listing creation while we were at it. Pick a fund and its holdings fill themselves in. Type, and prices and derived values update as you go. List part of a position and the numbers scale on their own. The approval path got simpler too. It's a far better screen to spend time in than the one it replaced.

A clearer view of the portfolio

Both the investor and advisor portals got a redesigned portfolio view this year: clearer positions and holdings, proper support for Limited Partnership and SPV structures, and a layout much closer to how investors actually report on what they own.

Two smaller additions do a lot of work here. Investors can now run multiple accounts from a single login and move between them freely. And they can name authorized users – a financial professional, a family member, whoever they trust – and decide, document by document, what each one is allowed to see.

Fund operations, automated

A lot of the real work in private markets starts after the investment is made. Capital calls now have expanded issuance and tracking, workflow support for managing call events, and automated communications keeping investors and advisors informed along the way. Redemptions were streamlined in the same spirit: simpler request submission, better document processing, less friction between everyone involved in getting one done.

Settlement and payments, meanwhile, quietly matured into something dependable. Sellers link a bank account and get paid. Fees calculate and apply correctly. Admins can see the status of every payment without having to chase it.

Documents without the email chain

Paperwork. Onboarding forms, side letters, and subscription agreements can now be signed in the product instead of over email: admins build a template once, investors sign in a few clicks, and the completed document files itself back to the right record.

Underneath sits a full document automation framework – configurable review, signature, and counter signature workflows, role-based routing, and notifications that walk each participant through their step. Issuers are in the loop now too, reviewing and counter signing subscription and redemption documents inside the platform. And when someone needs guidance, a new built-in Help Center means investors, advisors, and admins can find documents and answers without leaving the application or calling support.

Built for each institution

No two institutions run private markets the same way, and the platform increasingly bends to that rather than the other way around. Data tables can be tailored per client. Quick filters cut long lists down in a single click. Different clients get different default views without a development request every time. And when a new client arrives with a large book of business, bulk onboarding stands the whole thing up from a single file rather than one record at a time.

Clients live in 2026

·    Wedbush(AlphaOne) became our first fully white-labeled client in production: branded investor and advisor experiences, account handling built around their program, and a steady stream of additions since launch.

·    Voya Pomona launched "Invest Now", an investment experience embedded directly on their own website, so investors can act without ever leaving it.

·    Raptor RW3 moved its investors and their historical documents onto Templum in a single migration, with minimal disruption along the way.

·    Vincent launched a new primary-offering platform, with onboarding, KYC, and multi-factor authentication as standard.

·    SoFi opened a limited-time window for accredited members to access Colossal Biosciences, OpenAI, and Perplexity AI through the CosmosFund - individually or across all three.

·    Expanded offering to include two additional KKR funds: the KKR Infrastructure Conglomerate LLC (K-INFRA) and KKR Private Equity Conglomerate (K-PEC)*

Security and assurance

Two independent, third-party security exercises were completed this year: a 2026 Cloud Security Assessment and a 2026 Application Penetration Test. We'd rather that kind of external check be routine than remarkable, and our clients and partners tend to agree.

What's next

There's more in flight than we can talk about yet. When we can, we will. In the meantime, if you'd like to see any of this year's releases in practice, get in touch.

*Any investments named herein are mentioned for informational purposes only and do not constitute a recommendation to buy, sell, or hold any security. This is not investment, legal, or tax advice, and should not be relied upon as such. Investors should consult their own advisors before making any investment decision.