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How Does Black Diamond Implement New Advisory Firms on the Platform?

Katie Terry, Director of Implementation at SS&C Black Diamond, discusses how her team uses a three-phased approach of discovery, configuration, and launch to create a curated onboarding experience that ensures a high-level of client satisfaction.

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How Do the Service and Implementation Teams Affect the Black Diamond Client Experience?

Jen Becher, VP of Client Experience at Black Diamond, discusses how the service and implementation teams, along with the right technologies, keeps the client experience at the forefront.

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Learn What Makes SS&C Advent a Great Place to Work

Angela Lamar, Manager of Talent Acquisition, breaks down the benefits of joining SS&C Advent’s open, collaborative, and innovative culture.

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How Does the Managed Services Team Calculate NAV for Its Clients?

On any given day, there could be transaction breaks, cash breaks, non-trading accruals, or corporate actions that need to be addressed for our clients. Listen as David Hopcraft discusses how the Managed Services team supports clients with their day-to-day operations, in order for them to prioritize their core competencies.

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How Do You Get the Full Value of Geneva’s Functionality Right from the Start?

Listen as Chris Somers, Senior Director, SS&C Advent Professional Services, discusses how an engagement with our Professional Services team, with their breadth of knowledge and expertise, empowers a firm for success.

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SS&C Advent's Collaboration with Morningstar Sustainalytics

How is your firm managing ESG data? Tim Duffy, Solutions Manager and Consultant, discusses SS&C Advent’s collaboration with Morningstar Sustainalytics and key benefits for clients.

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Why Firms are Switching to Managed Services

Al Castillo, VP of Solutions Management, provides an overview of why firms are making the switch to managed services.

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Meet Al Castillo

Hear why Al Castillo, VP of Solutions Management, loves his role and being part of SS&C Advent.

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Meet John Milne

John Milne, Sr Director of Product Management and Strategy at Black Diamond, discusses how we continue to invest in developing enhancements and new product offerings of the SS&C Black Diamond® Wealth Platform based on the feedback we hear from advisors.

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Transparency in Managed Services

Al Castillo, VP of Solutions Management, reveals the top concern he hears from prospects and clients when handing off their technology and operations to a managed services provider. Learn what SS&C Advent is doing to address this concern.

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Key Drivers for Managed Services

A changing workplace. The flexibility to compete. Ongoing talent strain. Joe LaFemina, Senior Manager of Managed Services, expands on the key factors driving firms toward managed services.

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Maximizing Resources to Stay Competitive

How does SS&C Advent help firms gain their time back? Learn about the key factors driving success with managed services from Joe LaFemina, Senior Manager of Managed Services.

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The Importance of Having an Independent Book of Record

Learn from Matt Ahlstrand, VP of Solutions Management and Consulting, about the importance of having an independent book of record.

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Meet Matt Ahlstrand

Matt Ahlstrand, VP of Product Management and Solutions Consulting, discusses trends in the global asset and wealth management marketplace and his role in finding solutions to client challenges.

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Our Culture

Curiosity. Respect. Diversity. Rita Chiu, VP of Product Management, expands on these key SS&C Advent values.

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The Role of Tech for Investment Managers

Rita Chiu, VP of Product Management, breaks down the role of technology for investment managers and SS&C Advent's unique differentiators.

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Amplitude of Data

Boris Bykhovsky, VP of Solutions Management, discusses how SS&C Advent is leveraging modern technology and data-centric solutions to help firms process increasing quantities of complex data.

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Digital Solutions Across the Front Office

Empower your portfolio managers to make quick and informed decisions. Boris Bykhovsky, VP of Solutions Management, discusses how firms are increasingly exploring new digital solutions for their front office.

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The Shift to Separate Accounts

Time to get out of the pool? The shift to separate accounts provides a personalized experience for investors. This shift can have a significant impact on a firm's front-office efficiency and operations. Hear more from Boris Bykhovsky, VP of Solutions Management.

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Meet Boris Bykhovsky

Hear Boris Bykhovsky, VP of Solutions Management, discuss his focus on solving client technology needs and the Genesis Platform, SS&C Advent’s new cloud-native front-to-back investment management solution.

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