Tech It Up

SS&C Advent

A monthly podcast featuring industry leaders and influencers discussing the latest in financial technology. Each episode offers fresh perspectives and thought-provoking conversations spanning across the wealth, asset, and alternative management landscape.

  1. 22 JULI

    Introducing SS&C Black Diamond Wealth Solutions with Steve Leivent

    In this milestone episode of Tech It Up, hosts Trent Berry and Jasmine Conner sit down with Steve Leivent, Senior Vice President and Co-General Manager of SS&C Wealth & Investment Technologies, to discuss the strategic rebrand to SS&C Black Diamond Wealth Solutions. With decades of experience and a front-row seat to the evolution of fintech, Steve unpacks why the time was right for a bold brand transformation, how it supports advisors in a changing landscape, and what this means for the future of SS&C’s platform and client experience.

    19 min

  2. 10 JULI

    Extra Credit: Harnessing Loan Data for Insights & Intelligence

    This special edition of Tech It Up features a conversation between industry experts Catherine Daly of SS&C Advent, Kevin Gallagher of Bain Capital Credit, and Nick Libertiny of Sound Point Capital Management, where they sat down to discuss the transformation of the loan data market. They cover the critical role that data serves for fund managers, influencing everything from investment decisions to accounting and advanced analytics, and how ensuring the data is clean, current, accurate, and consistently formatted across the technology ecosystem poses challenges for funds investing in loan-based instruments. Tune in to deepen your understanding of the challenges and opportunities surrounding both syndicated and private loan data management, and how to leverage technology to automate data flows in the back-office.

    28 min

  3. 30 JUNI

    From Reports to Relationships: Elevating the Advisor Experience

    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. If you’re looking to deepen client relationships and modernize your practice, this is one you won’t want to miss.

    16 min

  4. 5 JUNI

    Embracing Multi-Asset, Multi-Strategy Portfolios

    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. AUM in multi-asset investments have grown from under $2 trillion in 2003 to approximately $16 trillion in 2023. In this episode, host Trent Berry welcomes back Javier Flores, Director of Solutions Management at SS&C Advent. Flores shares insights into the driving forces behind this growing trend, discusses various approaches to managing multi-asset, multi-strategy portfolios and the technology that makes it possible. Tune in for an engaging conversation about today’s investment strategies and the technology needed to support them.

    8 min

  5. 3 JUNI

    Amplifying Operations with the April Geneva Release

    In a market where the demand for investor due diligence is rapidly rising, staying competitive requires more than just keeping up - it calls for amplifying operations at every level. The team is constantly working to deliver strategic enhancements to the platform, designed to help clients stay ahead of the curve. In this episode, join our hosts as they sit down with Eddie Russo and David Peck for a front-row seat as we plug into the April release of SS&C Advent’s Geneva®.

    23 min

  6. 2 JUNI

    The Future of WealthTech: AI, Digital Transformation & Doing Good with Tech

    In this episode of Tech It Up, hosts Trent Barry and Jasmine Conner speak with Doug Fritz, Co-Founder and Executive Chairman of F2 Strategy. Topics include: Key shifts in wealth management over the past decade The role of personalization and predictive tools Gaps in tech stacks and how to address them How to prioritize modernization during budget constraints This episode is ideal for executives, advisors, and anyone thinking about the future of WealthTech. Resources: F2 Strategy: f2strategy.com Doug Fritz on LinkedIn: linkedin.com/in/doug-fritz

    24 min

  7. 6 MAJ

    Whole in One: Teeing Up a Comprehensive Alternatives Investment Platform

    The lines between different asset classes continue to blur. Firms with roots in hedge funds or private equity are branching into private credit, real estate, venture capital, or infrastructure funds. In this episode, our hosts are joined by Raya Gabry, Senior Director of Product Management, SS&C Eze, and John Berthiaume, Director, Product Management, SS&C Advent, as they unpack the drivers of this latest trend and discuss why it's essential for firms to have a holistic investment ecosystem to achieve diversification and growth.

    11 min

  8. 28 APR.

    No More K-1 Chaos: Tech That Tames Tax Season

    This week, Jeffrey Cohen, Patton Weber, and our hosts Trent Berry and Jasmine Conner cover how advisors can streamline K-1 season using automation, integration, and industry expertise to ease tax season pressures and enhance client service. Topics discussed: The challenges of alternative investment tax reporting and K-1 retrieval How SS&C Accord automates document management and integrates with Black Diamond Vault The role of fund administration experience in delivering accurate, reliable tax data

    16 min
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Om

A monthly podcast featuring industry leaders and influencers discussing the latest in financial technology. Each episode offers fresh perspectives and thought-provoking conversations spanning across the wealth, asset, and alternative management landscape.

Information

  • Skapad av
    SS&C Advent
  • Aktiva år
    2021 - 2025
  • Avsnitt
    52
  • Åldersgräns
    Barnvänligt
  • Copyright
    © 2021
  • Programmets webbplats
    Tech It Up

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