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15 July 2019

Delivering the future: Lots to look forward to in Orlando

By Karen Sears

This year at SS&C Deliver, we have a terrific lineup of both thought leadership and product focused sessions designed to meet the needs of financial advisors. As in years past, Black Diamond clients will be the first to hear breaking news around exciting new solutions and product enhancements.

Here’s a quick look at some of the sessions our Black Diamond clients will be talking about:

  • Embracing the Future of Wealth Management – Today's advisors need to elevate their technology game in the face of a variety of trends. Join Black Diamond leaders as they discuss the current financial landscape and how technology is shaping the advisory practice of the future. You'll also get a glimpse into how Black Diamond is positioning itself to stay ahead of the curve on your behalf.
  • Modernize the Advisor-Investor Dialogue – Equip yourself with tools to elevate your advisor-client dialogue and help further develop meaningful, long-term relationships. This session will feature enhancements to the Black Diamond Client Experience, show our advanced Relationship Timeline in action, and highlight ways you can best optimize technology to demonstrate your value to both prospects and clients.
  • Maintaining Perfect Harmony: Black Diamond Rebalancer – Come see how Black Diamond's next-gen Rebalancer has grown since its unveiling last year. Notably, we will present our latest enhancement - straight-through trade processing via FIX connectivity. We will also demonstrate other core features including, proactive monitoring, tax-efficient rebalancing and enhanced modeling.
  • Streamlining Client Onboarding: Black Diamond & Salentica – Equip yourself with tools to elevate your advisor-client dialogue and help further develop meaningful, long-term relationships. This session will feature enhancements to the Black Diamond Client Experience, show our advanced Relationship Timeline in action, and highlight ways you can best optimize technology to demonstrate your value to both prospects and clients.

 

Use this handy informational guide outlining key advisory sessions to build your agenda and customize your time during the conference.   Don’t miss this opportunity to experience the many ways SS&C will be Delivering the Future at the Orlando Gaylord Palms, September 17 - 19, 2019.

Plus, register today and take advantage of our early bird pricing offer which expires on Friday, July 15.