From Reports to Relationships: Elevating the Advisor Experience

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.

Leslie Martin has been with SS&C Black Diamond since 2012, bringing over a decade of insight into how the advisor-client relationship has evolved. As Director of Product Management, she leads initiatives around Client Experience and Core Reporting, with a mission to ensure advisors not only look great in front of clients but also feel confident in the tools they use. A self-proclaimed product nerd, Leslie is passionate about building experiences that make the advisor-client connection more impactful, more modern, and above all, more human.

With over 11 years at Black Diamond, Michael Persin brings deep experience across multiple platform facets. Today, he co-leads the client experience theme, focusing on the tools that help advisors better connect with their clients, ranging from communication features and financial planning capabilities to partner integrations and the mobile experience. Michael is passionate about helping advisors strengthen client relationships and drive growth through a more streamlined, connected platform.