Tech It Up | SS&C Advent Podcast

In this episode of Tech It Up, Black Diamond product leaders Michael Persin and Leslie Martin share how advisors can level up client engagement through personalized portals, real-time collaboration tools, and integrated financial planning.

Out with the old, in with the new. The classic 60/40 model is on the decline, and multi-asset and multi-strategy portfolios are stepping into the spotlight. Tune in for an engaging conversation about today’s investment strategies and the technology needed to support them.

Join our hosts, and guests Eddie Russo and David Peck, for a front-row seat into the latest enhancements of the April Geneva Release, delivered to help you turn your operations up to the next level.

Doug Fritz shares how firms can modernize, personalize, and future-proof the advisor-client experience.

Firms with roots in hedge funds or private equity are now venturing into new territories, including private credit, real estate, venture capital, and infrastructure funds. Tune in to hear how this may reshape your investment and technology approach.

From automating document retrieval to seamless integration with Black Diamond Vault, discover how this powerful technology helps advisors save time, reduce errors, and deliver a better client experience—just when it matters most.

In this Tech It Up episode, investment performance pro Mark Elliott joins hosts Trent and Jasmine to discuss how active investment managers can benefit from deep and sophisticated performance measurement and attribution tools that help identify risks and opportunities, showcase their value and combat passive investing alternatives.

In this episode of Tech It Up, Special guest Michelle Greive shares insights on aligning with client values, using digital tools effectively, and creating a lasting impact beyond portfolio performance.

In this episode of Tech It Up, Jasmin Conner and Trent Berry are joined by Tim Duffy, Senior Solutions Manager at SS&C Advent. Together, they explore one of the fastest-growing trends in asset management – separately managed accounts (SMAs).

Join hosts Trent Barry and Jasmine Conner on this episode of Tech It Up as they dive into the future of wealth management with Bryan Klein, Product Manager at SS&C Black Diamond.

Our latest episode features an enlightening conversation covering whistleblower protection, AML and KYC requirements, and insider trading. Trent & Jasmin are joined by Sara Raisner, a Partner at A&O Shearman, where she focuses on regulatory examination and enforcement matters, internal investigations, and securities-related disputes.

In this episode, we explore the art of negotiation for female financial advisors. Our guest, Shelby Nicholl shares insights from her 25 years in wealth management, including leadership roles at LPL Financial and Edward Jones.

In this episode of Tech It Up, Jasmin Conner and Trent Berry are joined by Joe Metcalf, IT & Operations Manager at Vestia and consultant to RIAs, to discuss operational challenges and technological transformations in the wealth management industry.

How do investment firms stay competitive in an industry defined by rapid change and increasing complexity? Explore how a connected investment platform enables firms to scale, optimize workflows, and respond to evolving investor demands with precision.

We're diving into why private credit has become such an attractive investment opportunity. This episode explores its rapid surge in popularity and, most importantly, what factors are responsible for its growth.

Learn why these assets are pivotal in the $84 trillion Great Wealth Transfer and how wealth managers can harness their value. Don't miss this insightful conversation tailored for professionals navigating high-net-worth portfolios.

Achieving operational Alpha is simpler than you may think… All You Need is a Plan. Join our hosts as they sit down with Karen Meehan and Patrick Mooney to dive into how you and your team can utilize the updated features of the October release to reach peak operational efficiency.

Tune in as we review the evolution of performance measurement, explore the challenges it presents, and discuss today’s tools and technologies that support modern performance, providing actionable insights for better decision-making.

Tune in to our latest Tech It Up episode, where we discuss the challenges startups and emerging funds face building out their investment operation from a back-office perspective. Together we discuss how a patchwork of disparate systems cobbled together can lead to operational inefficiencies, data inconsistencies, and increased operating expenses.

Tune in to hear Joanne Kane, Chief Compliance Officer at SS&C, as she unravels the complexities of the current regulatory environment. You will gain insights into how these changes impact your business operations and strategies, and our continued commitment to helping clients manage risk and meet their compliance obligations.

From the high pressures of Wall Street cold calling to becoming the Founder and CEO of Sovereign Financial Group, Charles “Chuck” L Failla, CFP, joins us on Tech It Up to discuss his career journey and the increasing trend of advisors going independent.

As the industry trends towards more diverse offerings, especially among firms serving both institutional and private wealth clients, the demand for robust, adaptable technology is even more critical. Firms are grappling with revenue pressure, fee compression, and market segment shifts requiring greater customization.

We explore the world of alternative data revealing how it is revolutionizing investment management. Together, we unravel the mysteries of the unique advantages it offers and its potential to drive firms ahead of the competition.

We delve into the cutting-edge enhancements to our asset management solutions, exploring key trends and innovations shaping the industry and our technology, such as tax-loss harvesting, increase in SMAs, and operational transparency.

Join John Berthiaume and Claire Fix as they dive into what enhancements make the April Geneva release so special.

Are you curious to learn how AI is shaping the financial industry? Whether you're fascinated by the potential of AI, eager to learn future initiatives, or concerned about data quality or control, this episode is a must-listen.

Tune into our latest episode as we trace the journey of order creation and execution technology from simple tools for tracking phone orders to becoming the indispensable cornerstone for the front office they are today.

Are you prepared for the T+1 deadline on May 28, 2024? Listen to this episode to learn how T+1 is impacting our clients. The discussion covers everything from automation and operations to timestamps and third-party reliance.

Tune in to hear the story of how a thirty-billion-dollar buyout of Caesars Entertainment turned into unprecedented bankruptcy of the gaming empire.

Please tune in to our latest podcast episode, where experts discuss the essentiality of regulatory compliance in the ever-changing financial landscape. Gain valuable insights into electronic communication surveillance, active versus passive compliance strategies, and effective risk management tools for financial advisors.

Join a thought-provoking conversation on the future of investment management. The discussion covers everything from tax-loss harvesting and portfolio management strategies to fee compression and beyond.

Tune in for an insightful episode where we discuss the latest trends and developments in the investment management space with SS&C Advent’s SVPs and Co-General Managers, Karen Geiger and Steve Leivent.

Join Aani Nerlekar and Steve Sulecki as they chat with our Tech It Up hosts about SS&C Loan Data. Learn how SS&C Advent is shaking up the world of private credit.

Join Brant Snyder and Niamh Kerrigan as they chat with our hosts about the October Geneva release in this special episode. Learn how SS&C Advent is elevating the user-experience and leveraging new technology to streamline workflows, eliminate manual steps, and deliver an efficient experience.

Institutional Investor's Custom Research Lab surveyed 150 investment management professionals to understand their most pressing challenges and their likely approaches to addressing them. Tune into this episode of Tech It Up, as we dive into the report findings and the future of investment management.

During the episode, Karen Barr, the President & CEO of IAA, provides insights on a variety of topics affecting investment firms, including T+1, Outsourcing Due Diligence, Custody Rule, and more, as well as her thoughts on current trends in the industry.

In this episode, Bree Pollard, Director at the ACA Group, shares practical advice on navigating the 2023 SEC Exam Priorities.

Experts advise on how having the right technology in place for scaling financial planning and insurance and annuities help advisors create a holistic wealth management experience for their clients.

Just as technology solutions must evolve to meet investment managers’ changing needs, so must their developers.

Purpose-driven growth and innovation are the backbones of SS&C Advent.

Don’t let the growing demand to bring ESG data into your customization strategies be a burden.

Outsourcing is no longer one size fits all. The right outsourcing partner is willing to adapt and work with your firm’s unique business needs.

On this episode, Trent, Michelle, and Michael discuss the expanding wealth tech universe and explore the concept of a universal wealth management platform and why most firms should be considering one for their core tech stack.

It's estimated 40% of financial advisors will retire within the next 10 years. Since the new generation of advisors have the upper hand, how do firms make themselves marketable? Many are saying diversity and inclusion are key.

Gone are the days of investing in complex, expensive annuities with hefty commissions.

In the Fintech industry, it's estimated women represent only 30% of the workforce.

Marketing to new investors and retaining the old doesn't take two different marketing approaches. Let's chat on adapting to digital.

The new generation of investors aren’t so focused on what’s most profitable to their pockets, they’re focused on what's profitable for their environment, social and governance.

With so many "self-serve" platforms and quick Google searches, anyone can manage their own portfolio, right?

Welcome to our SS&C Advent Podcast, covering a wide range of financial technology trends and topics. Let's get started.