While tax day has passed, advisors managing alternative investments know the real work is just beginning. In this episode, Jeff Cohen and Patton Weber join us to explore how SS&C Accord is transforming the way advisors handle K-1 season. 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.
Speakers
Jasmin Conner
Host | Sales Engineer, Black Diamond, SS&C Advent
Jasmin Conner is a Sales Engineer for Black Diamond, an SS&C Advent company. She has an extensive background in working with wealth management to understand their unique business and technology needs and provide tailored solutions and services to meet those needs.
Based out of the great city of Jacksonville, FL, Jasmin enjoys spending quality time with her family, volunteering in her community, and exploring her interests in economics, history, and art.
Trent Berry
Host | SS&C Advent
Informally known as ”The Voice of University,” Trent Berry joined SS&C Advent at the turn of the century in 2000, having previously worked in Support and Consulting before occupying his current long standing role as Advent’s Senior Instructional Designer As such, he is responsible for client and employee training for products such as APX, Axys, and Geneva. In his spare time when not working or perfecting French cooking techniques in his kitchen,
Trent owns and operates Dreamrack Studios, a professional recording studio in San Francisco where he can be found producing and engineering music for various artists.
Patton Weber
Sr. Sales Engineer | SS&C Technologies
Patton Weber is a Sr. Sales Engineer at SS&C, supporting both the Accord and Black Diamond platforms. In her role, Patton partners with existing clients and prospective firms to understand their unique business needs and deliver tailored solutions.
Jeff Cohen
Senior Director | SS&C Technologies
Jeff Cohen is a Senior Director at SS&C with over 15 years of experience in fund administration, including the past eight years with the firm. As part of the WAS business unit, Jeff leads a fund administration team dedicated to servicing hedge fund and private equity clients. In addition to his leadership role, he also oversees SS&C Accord, ensuring the delivery of efficient and scalable solutions that support clients’ operational and reporting needs.