Upcoming Events

Synergy 22

TradePMR’s SYNERGY22 conference combines the ambition of RIAs, the voice of the sponsors and the white glove service of TradePMR’s innovative team in effort to deliver a truly unique experience.

25-May-2022 to 27-May-2022
The Ritz-Carlton Orlando, Grande Lakes, Orlando, FL

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WealthStack 2022

WealthStack 2022 will be the most innovative conference for financial advisors, RIAs and Broker-Dealer technology decision makers – and all of the key players in the #WealthTech industry!


Secure your spot now!

31-May-2022 to 03-Jun-2022
The Diplomat Beach Resort, Hollywood, FL

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BNY Mellon | Pershing Insite 22

Be a part of the essential community that’s reimagining the future of wealth management. Join us for three days that will leave you inspired and asking, where to next?

15-Jun-2022 to 17-Jun-2022
Gaylord Texan Resort & Convention Center, Grapevine, TX

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On-demand events and webinars

Missed out on a recent event or webinar? Check out a few below that are on-demand.

Learn How Brazilian Managers Are Achieving Operational Excellence with SS&C Advent

As investors diversify their investment strategies, operational complexity increases and managers are required to respond quickly and consistently to any changes in their back office routine. Listen as SS&C Advent experts discuss the benefits of deploying the Geneva® suite. Recognized globally as the best technology platform for asset management, portfolio and shareholder accounting, our solutions break through operational obstacles and drive your business growth.


Please note this webinar is in Portuguese.

Private Equity: Trends, Challenges, and Solutions

It’s a great time to be in the private equity business as investor enthusiasm continues to grow. With private markets attracting larger amounts of capital and gaining greater influence in the global financial system, regulators are rethinking fund requirements. Firms are adapting to this change by adjusting investor terms, including complex fee structures and return calculations that can present substantial operational issues.


Accurately allocating profits, losses, expenses, and tax impacts among individual investors requires a combination of expertise and technology. Listen to SS&C Advent experts as they discuss market trends, operational challenges, and leveraging technology in this dynamic landscape.

Achieving Operational Excellence for Private Credit and Private Debt Strategies

Listen to experts from Anagenesis Capital Partners, Star Mountain Capital, and SS&C Advent for an in-depth discussion on how to achieve operational excellence for private credit and private debt strategies.

SS&C Salentica & Black Diamond: What’s New & What’s Next

The SS&C Salentica CRM seamlessly connects to the Black Diamond® Wealth Platform – empowering both solutions to work better together.

Senior & Vulnerable Investor Surveillance and the Senior Safe Act

Monitoring for and detecting elder financial abuse is an ever-increasing challenge in today’s digital environment. With an average loss of $34,000 per incident, having active and systematic detection procedures and processes can limit and in many cases prevent this kind of financial harm. SS&C’s experts, Martin Orbach and Shahyan Aly discuss best practices and tactics to identify and prevent financial abuse in accounts of senior and vulnerable investors.

Modernizing the Trust Company Client Experience

The SS&C Trust Suite merges the power of industry-leading offerings from SS&C Innovest, the Black Diamond® Wealth Platform, and SS&C Salentica. This session discusses how these powerhouses work together to deliver end-to-end trust-enabled wealth management capabilities.

An Overview of CFA Institute’s Proposed ESG Disclosure Standard

The CFA Institute introduced the ESG Disclosure Standards for Investment Products with the release of an exposure draft of the Standards in May 2021. This recorded session will highlight the requirements of the Standards and the benefits to asset managers and the investment management industry.