Tech It Up

Operational Alpha: The Hidden Side of Asset Management

SS&C Advent — Tue, 07 Apr 2026 12:38:19 +0000

When most of the industry talks about alpha, the focus is on investment performance. But increasingly, leading firms are uncovering a different source of value: operational excellence.

In this episode, we explore “Operational Alpha” and how disciplined execution across tax strategy, rebalancing, cash flow management, and reporting can meaningfully improve client outcomes. From tax-loss harvesting and direct indexing to household-level reporting and proposal generation, we break down the often-overlooked infrastructure that powers modern asset management.

The takeaway: in today’s environment, delivering alpha isn’t just about what you invest in, it’s how you execute, scale, and communicate it.

The Multi-Manager Model: Scaling Complex Operations for Growth and Performance

SS&C Advent — Wed, 18 Mar 2026 21:17:08 +0000

Multi-manager funds have quietly emerged as one of the most dynamic and rapidly expanding segments of the hedge fund industry. In an environment where allocators are demanding consistency, disciplined risk management, and real downside protection, the multi-manager model is purpose-built to deliver. But behind the steady returns lies a highly sophisticated operating machine. From rapidly onboarding portfolio managers to managing complexity across asset classes and strategies, running a multi-manager platform is anything but simple.

In this episode of Tech It Up, our hosts sit down with SS&C Advent's Aani Nerlekar, Managing Director of Solutions Management & Sales Engineering, and Jordan Daub, Managing Director, Sales Engineering, to unpack what’s driving the rise of multi-manager funds and explore the challenges and opportunities shaping their evolution.

Modern Philanthropy as a Strategic Advantage

SS&C Advent — Mon, 16 Mar 2026 14:31:43 +0000

Philanthropy is no longer just a year-end tax conversation.

In this episode of Tech It Up, Susan McClure and Eric Hewitt of SS&C ALPS Advisors join Blake Rohde of TIFIN Give to explore how modern donor-advised fund infrastructure is transforming the role philanthropy plays in wealth management. The conversation covers how technology is making charitable planning more collaborative, digital, and year-round, helping advisors strengthen relationships, support family legacy conversations, and differentiate their firms.

Financial Wellness at Scale for Advisory Firms

SS&C Advent — Mon, 26 Jan 2026 14:25:11 +0000

In this episode of Tech It Up, hosts Jasmin Conner and Trent Turner are joined by Michelle Greive to explore how operational wellness inside advisory firms directly impacts client financial wellness. They discuss why efficient workflows, unified data, and streamlined collaboration are critical to delivering clarity, confidence, and better long-term outcomes. Tune in to hear practical strategies for removing friction, scaling healthier operations, and creating more time for meaningful planning and client conversations.

From AI to SMAs: Trends That Shaped 2025

SS&C Advent — Wed, 14 Jan 2026 18:37:00 +0000

2025 was a year of transformation for the investment management industry, and we were here for all of it. In this special recap episode, Trent Berry and Jasmin Conner revisit the most impactful conversations from the past year. You’ll hear highlights from the expert voices who joined Tech It Up and shared their insights on the trends and strategies shaping the investment management industry.

Packed with actionable takeaways, this is your quick guide to what mattered in 2025 and what’s next in 2026.

Every clip in this episode comes from a full-length conversation packed with insights from experts. You can listen to the complete episodes here:

AI Everywhere: What’s Real, What’s Not, and What Works with Alex Schlesinger
Bells and Whistleblowers: Compliance, AML/KYC, and Insider Trading with Sara Raisner
The Rise of SMAs: Why Investors Are Making the Shift with Tim Duffy
Embracing Multi-Asset, Multi-Strategy Portfolios with Javier Flores
The Art & Science of Measuring Private Equity Performance with Mark Elliott
Inside the Data: Pressures and Priorities Driving Investment Management Technology Decisions with Sam Knox
From Evaluation to Implementation: The Dos and Don’ts for Selecting a Technology Vendor with Jonathan Balkin

Reflect, Refresh, and Reimagine: 2025 Product Innovations

SS&C Advent — Thu, 18 Dec 2025 15:01:08 +0000

From enhanced integrations and reporting capabilities to major updates across client experience and portfolio management, it’s been a transformative year for SS&C Black Diamond Wealth Solutions and our advisors.

Join Leslie Martin and Michelle Greive, Directors of Product Management at SS&C as they walk us through the highlights of 2025, share what’s driving the product vision for the year ahead, and reflect on how advisor feedback continues to shape the future of Black Diamond.

Inside the Data: Pressures and Priorities Driving Investment Management Technology Decisions

SS&C Advent — Mon, 15 Dec 2025 20:49:00 +0000

Institutional Investor’s Sam Knox and SS&C Advent’s Valerie LaBarge unpack findings from a new research study on how investment management firms are approaching technology today. They explore where firms feel the most pressure, how teams are prioritizing modernization, and why integration and data management are rising to the top of tech roadmaps.

Sam breaks down the key insights from the survey and executive interviews, while Val shares real-world client perspectives on modernization mindsets, alignment across teams, and the growing demand for personalization. Together, they highlight the trends shaping the next generation of investment technology and what firms should consider as they plan ahead.

To dive deeper into the data, be sure to read the full research report, The Next Generation of Technology for Investment Management: http://bit.ly/3MAo79H

Reflecting on a Transformative Year: Rebrand, Relationships, and What’s Ahead

SS&C Advent — Mon, 01 Dec 2025 16:06:01 +0000

In this year-end episode of Tech It Up, host Jasmin Conner talks with Jen Becher and Steve Leivent about the milestones that shaped 2025 for Black Diamond Wealth Solutions. They cover the impact of the rebrand, how advisor relationships strengthened, and the leadership lessons learned through a year of major change. Jen and Steve also share what they are looking forward to in 2026, including new opportunities for integration, innovation, and advisor success.

Charting the Course: Geneva October Release

SS&C Advent — Mon, 24 Nov 2025 19:42:47 +0000

As our listeners have probably caught on, twice a year, SS&C Advent’s Geneva, our portfolio, fund, and investor accounting solution, releases a series of new features and enhancements to support our clients in setting the foundation for continued optimized operational efficiency. Talk about a tongue twister!

In this episode, we sit down with Catherine Daly and Elizabeth Larmore as they walk us through another milestone delivery with the 25.2 release - and maybe give us a glimpse of what's mapped out for future releases.

From Evaluation to Implementation: The Dos and Don’ts for Selecting a Technology Vendor

SS&C Advent — Wed, 12 Nov 2025 21:44:00 +0000

Selecting the right technology vendor can be complex and costly if done incorrectly. In this episode of Tech It Up, Jasmin Conner speaks with Jonathan Balkin from Alpha Alternatives to explore the challenges of selecting and implementing new technology. They discuss how consultancies can guide organizations through the entire process, what to do before engaging vendors, key evaluation considerations and red flags, and essential steps for successful implementation and migration. Tune in to hear expert insights on how to make technology decisions that deliver real impact.

Tax-Loss Tactics with SS&C ALPS Advisors

SS&C Advent — Mon, 10 Nov 2025 15:33:30 +0000

In this episode of Tech It Up, host Trent Berry sits down with Alex Hagmeyer, Co-Chief Investment Officer and Senior Director of Quantitative Research at SS&C ALPS, to unpack how advisors can elevate their approach to tax loss harvesting. Together, they explore how technology and continuous monitoring are transforming what was once a year-end exercise into an ongoing strategy that enhances after-tax outcomes and strengthens client portfolios.

From overcoming common misconceptions to leveraging automation and direct indexing, Alex shares research-backed insights on how to make tax loss harvesting a proactive, scalable part of modern portfolio management.

The Art & Science of Measuring Private Equity Performance

SS&C Advent — Wed, 08 Oct 2025 12:18:21 +0000

More than half of global institutional investors now allocate 10% or more of their portfolios to private markets, and many plan to increase their allocations to private equity (PE) further, according to Aviva Investors . Why? Because PE helps investment managers deliver diversification, personalization and alpha to their clients.

But measuring performance in this asset class isn’t as straightforward as measuring performance in public markets. Tune in to explore PE performance measurement options, challenges, and best practices for addressing them—it’s worth a listen.

Planning for the Unpredictable: Long-Term Care Conversations Advisors Need to Be Having

SS&C Advent — Fri, 03 Oct 2025 13:11:39 +0000

This week, Jasmine Conner, Trent Berry, and guest Amy Arnett, Vice President of Insurance Solutions at DPL Financial Partners, cover how advisors can approach long-term care planning conversations with confidence and clarity. With October marking Long-Term Care Awareness Month, we explore why these discussions are critical, how modern solutions have evolved, and the key opportunities advisors shouldn’t overlook.

Topics discussed: Common misconceptions around long-term care planning for clients and advisors How today’s long-term care solutions differ from traditional policies The importance of timing and identifying client profiles where LTC planning is essential Exploring hybrid vs. traditional LTC products and when each makes sense *How advisors can position long-term care as a proactive strategy to protect client futures****

Links mentioned in this episode: SS&C Black Diamond Annuities & Insurance Marketplace DPL Financial Partners

AI Everywhere: What's Real, What's Not, and What Works

SS&C Advent — Wed, 17 Sep 2025 15:08:00 +0000

AI isn’t magic—and treating it like it is wastes time, money, and effort. In this episode of Tech It Up, Alex Schlesinger joins hosts Trent Berry and Jasmin Conner to cut through the hype, call out common missteps, and showcase how to identify the use cases where AI actually delivers lasting value. Whether you’re skeptical of the buzz or eager to put AI to work, you’ll take away practical insights to guide smarter decisions about its future.

Merging Minds, Managing Machines: AI Risk in M&A

SS&C Advent — Thu, 21 Aug 2025 15:24:16 +0000

Mergers and acquisitions bring both opportunity and complexity, especially when it comes to technology and AI. In this episode of Tech It Up, hosts Trent Berry and Jasmin Conner talk with Verity Larsen, Founder and CEO of Versoft, about how to create a clear 90-day consolidation plan, decide which tools to keep or sunset, and manage compliance in an AI-driven world.

Strategic Structures: Managed Accounts to Meet Market Demands

SS&C Advent — Mon, 04 Aug 2025 19:00:15 +0000

In this episode of Tech It Up, we discuss an increasingly popular star of the investment management world: personalized and diversified portfolios through managed accounts Today, personalization and flexibility across assets and strategies are top investor demands that managers can meet through strategic structures such as portfolio sleeves, separately managed accounts (SMAs) and unified managed accounts (UMAs). However, implementing those account structures at scale without the right technology isn’t easy.

Join host Jasmin Conner and guest Tim Duffy of SS&C Advent as they explore the context, capabilities and challenges surrounding these fund structures and the technology that makes them possible. Tune in; it’s worth a listen.

Introducing SS&C Black Diamond Wealth Solutions with Steve Leivent

SS&C Advent — Tue, 22 Jul 2025 14:18:44 +0000

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.

Extra Credit: Harnessing Loan Data for Insights & Intelligence

SS&C Advent — Thu, 10 Jul 2025 15:55:12 +0000

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.

From Reports to Relationships: Elevating the Advisor Experience

SS&C Advent — Mon, 30 Jun 2025 13:45:52 +0000

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.

Embracing Multi-Asset, Multi-Strategy Portfolios

SS&C Advent — Thu, 05 Jun 2025 23:30:42 +0000

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.

Amplifying Operations with the April Geneva Release

SS&C Advent — Tue, 03 Jun 2025 13:57:08 +0000

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®.

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

SS&C Advent — Mon, 02 Jun 2025 13:47:14 +0000

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

Whole in One: Teeing Up a Comprehensive Alternatives Investment Platform

SS&C Advent — Tue, 06 May 2025 22:17:58 +0000

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.

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

SS&C Advent — Mon, 28 Apr 2025 17:05:38 +0000

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

Decoding Performance & Attribution: What Active Managers Need to Know

SS&C Advent — Thu, 10 Apr 2025 15:02:38 +0000

Every asset manager uses performance measurement and attribution to communicate results and understand performance drivers, but one size doesn’t fit all. Active investment managers especially benefit from deep performance analytics and meaningful attribution methods that go beyond the basics to fully understand what drives their returns, leading to actionable insights. They also help to present a clear picture of their value vs. passive investing alternatives and downward fee pressure.

In our latest Tech It Up podcast, performance solutions director Mark Elliott joins hosts Trent and Jasmin to discuss why deep performance and attribution capabilities are needed, what those capabilities should be able to do, and how best to utilize them to highlight investing success and identify investment risks and opportunities.

The Great Wealth Transfer | Winning the Next Generation

SS&C Advent — Mon, 24 Mar 2025 13:59:05 +0000

Younger investors value more than just returns—they want meaningful relationships, seamless technology, and personalized guidance. In this episode, we explore how financial advisors can build deeper connections, engage the next generation, and leverage technology to enhance (not replace) the client experience.

Special guest Michelle Greive shares insights on aligning with client values, using digital tools effectively, and creating a lasting impact beyond portfolio performance. Whether you're looking to future-proof your practice or strengthen multigenerational relationships, this conversation is packed with actionable takeaways.

The Rise of SMAs: Why Investors Are Making the Shift

SS&C Advent — Thu, 13 Mar 2025 15:13:00 +0000

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). Tim breaks down the key drivers behind SMA growth, the operational complexities firms face, and how technology is helping firms navigate the challenges of managing SMAs at scale.

Tune in for expert perspectives on the future of SMAs and what asset managers need to prioritize to stay ahead in this evolving market.

Related resources mentioned in this episode: Transforming Active Management: How SMAs Meet Growing Investor Expectations Genesis Fundamentals: Everything You Need to Know About Creating and Managing SMAs

Holistic Financial Planning: The Future of Wealth Management

SS&C Advent — Tue, 18 Feb 2025 14:42:03 +0000

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. Bryan shares his journey from earning his CFP and master’s degree to helping advisory firms deliver holistic financial planning through innovative technology solutions. Together, they explore how values-based planning, client-centric tools, and integrated platforms are shaping the next era of financial advice.

Mastering Negotiation for Female Financial Advisors

SS&C Advent — Mon, 03 Feb 2025 16:10:00 +0000

In this episode, we explore the art of negotiation for female financial advisors. Our guest, Shelby Nicholl—founder of Muriel Consulting and host of the Kick It Open podcast—shares insights from her 25 years in wealth management, including leadership roles at LPL Financial and Edward Jones. She offers strategies to navigate negotiations, overcome self-doubt, and secure career opportunities with confidence.

Bells and Whistleblowers: A conversation on whistleblower protection, AML and KYC requirements, and insider trading

SS&C Advent — Mon, 10 Feb 2025 16:00:00 +0000

Our hosts sit down with Sara Raisner, a Partner at A&O Shearman, for a conversation covering whistleblower protection, AML and KYC requirements, and insider trading. At A&O Shearman, Sara focuses on regulatory examination and enforcement matters, internal investigations, and securities-related disputes. Regularly representing financial institutions, hedge funds, and public companies before the SEC, FINRA, CFTC, New York Office of Attorney General, DOJ, and other regulators, Sara brings a wealth of knowledge and experience to this episode. After joining us at the Boston Client Forum late last year to engage in a very successful and enlightening interview, we wanted to repeat the excitement for our listeners.

Optimizing Operations for RIAs: Insights on Successful Firm Transformations

SS&C Advent — Wed, 15 Jan 2025 16:33:09 +0000

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. Joe shares insights on tailoring tech recommendations to firm culture, identifying critical areas for improvement, and the importance of proactive tech optimization. He also explores trends like tech consolidation, the growing role of CRM and portfolio tools, and how firms can stay competitive through smarter tech integration and change management.

Speed and Precision at Scale: The Power of a Unified Platform

SS&C Advent — Thu, 02 Jan 2025 14:10:00 +0000

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.

Demystifying the Exponential Rise in Private Credit

SS&C Advent — Mon, 16 Dec 2024 18:05:00 +0000

Alternative investments have seen incredible growth during the past few decades. Private credit, a form of lending to companies by institutions other than banks, has also been growing at an extremely fast rate. In this podcast, Trent and Jasmin are joined by Brant Snyder, Director of Product Management, and Matt Macomber, Senior Sales Engineer, both at SS&C Advent to dive into why private credit is such an attractive investment opportunity, discuss its surge in popularity, and most importantly, what factors are responsible for its growth. They also discuss how and why the right technology is so important when investing in credit.

Building Wealth with Unique Assets: Insights on Ultra-High-Net-Worth Asset Management

SS&C Advent — Wed, 04 Dec 2024 14:16:00 +0000

Join hosts Trent Berry and Jasmin as they dive into the fascinating world of unique assets in this episode of Building Wealth with Unique Assets: Insights on Ultra-High-Net-Worth Asset Management. Featuring Taylor Franklin, Oil and Gas Portfolio Manager, and Sam Katigan, VP of Unique Assets at SS&C Innovest, the discussion uncovers the untapped potential of real estate, oil and gas interests, notes, mortgages, and collectibles.

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.

All You Need is a Plan: Geneva October Release

SS&C Advent — Fri, 15 Nov 2024 21:00:00 +0000

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.

Guest Speaker: Karen Meehan | Senior Manager, Product Management, SS&C Advent Patrick Mooney | Sr. Client Success Manager, SS&C Advent

Optimizing Decisions: Addressing Challenges in Portfolio Analytics

SS&C Advent — Wed, 06 Nov 2024 15:36:00 +0000

Don’t let performance complexity hold your firm back.

Investment managers are diversifying across multiple asset classes and security types, adding complexity to performance analytics. Yet, many firms often rely on patchwork technology and legacy systems, leading to data silos and reconciliation headaches.

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.

Starting Up Right: Accounting Must Haves

SS&C Advent — Tue, 15 Oct 2024 19:59:00 +0000

Are you tracking investments in spreadsheets or starting out with limited accounting and reporting software?

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.

Join us as Aani Nerlekar, Vice President of Solutions Management & Sales Engineering at SS&C, and Stephen Ruane, Senior Director of Product Management at SS&C walk through some of the essential back-office considerations to help you avoid operational pitfalls, gain competitive footing in the industry, and build a scalable platform for long-term growth.

Links mentioned in this episode:

Blog: Bypass This Common Back-office Operational Hurdle

Whitepaper: Patchwork Doesn't Work Anymore

Understanding SEC Compliance with SS&C

SS&C Advent — Fri, 23 Aug 2024 16:26:51 +0000

As the regulatory landscape continues to evolve in ways not seen since the 2008 financial crisis, understanding how to balance strategic investment activities with compliance demands is key.

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.

Go Your Own Way: From Wall Street to RIA

SS&C Advent — Mon, 05 Aug 2024 15:23:54 +0000

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

We explore the driving forces behind this shift, the advantages it brings, the hurdles it presents, and most importantly, Chuck provides practical advice for those on the brink of making the leap. Moreover, we examine the game-changing role of technology and automation and how it has become an indispensable tool for small to mid-sized wealth management firms in a fiercely competitive market.

Whether you're an advisor contemplating the independent route or simply intrigued by the trend, be sure to tune in for an insightful episode.

Meeting the Investor Demand: Agility. Scalability. Quality.

SS&C Advent — Thu, 11 Jul 2024 00:25:00 +0000

Is your tech stack keeping up with industry demands?

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. Given this, firms are evaluating their technology and operational workflows to enhance agility and scalability in portfolio management, without compromising quality.

Tune in as we explore these challenges and eight essential investment management capabilities for a modern investment platform.

The Power of Alternative Data

SS&C Advent — Fri, 14 Jun 2024 21:07:00 +0000

In this episode of Tech It Up, 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. Join us as industry insider Matt Carroll, Head of Data Lens Sales and Partnerships at SS&C, sheds light on the essence of alternative data, how it differs from traditional data used in reporting, and the momentum it's gaining in the finance sector.

Matt also discusses the barriers to wider adoption and introduces groundbreaking tools and technologies, including SS&C Data Lens. Whether you're new to alternative data or seeking to integrate data science into your firm’s DNA, this episode is a must-listen for anyone looking to stay competitive in the ever-evolving world of finance.

Behind the Innovation

SS&C Advent — Thu, 30 May 2024 12:53:06 +0000

In this episode of Tech It Up, 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 separately managed accounts, and operational transparency.

Rita Chiu, Managing Director of Product Management, and Al Castillo, Managing Director of Solutions Management, provide a glimpse into our strategic roadmap, emphasizing the shift towards a fully cloud-based delivery model through the Genesis Platform initiative. This conversation is more than an update; it's an in-depth look at how SS&C Advent's solutions are evolving to meet the industry's future demands.

Tune in to discover how SS&C Advent is leading the way in innovating emerging solutions to improve efficiency and address market needs, ensuring your business is not just prepared, but ahead of the future.

Driving Operational Alpha with the April Geneva® Release

SS&C Advent — Tue, 21 May 2024 18:06:23 +0000

With mounting pressure to keep pace with demand for investor due diligence, today’s market is full of challenges to stay competitive. This is why the Geneva® team works tirelessly to ensure the platform continues evolving. Join John Berthiaume and Claire Fix as they dive into what enhancements make the April 2024 Geneva release so special.

Adapting to Change: The Future of AI in Investment Management

SS&C Advent — Tue, 30 Apr 2024 10:06:00 +0000

Are you curious to learn how AI is shaping the financial industry?

Then don't miss out on this insightful conversation with industry leaders at the forefront of this transformation. The discussion covers a variety of topics, from a firm's primary concerns while implementing AI, to how it's leveling the playing field for smaller to mid-sized firms, and the potential for increased regulations.

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 in now to gain valuable perspectives that could shape your firm's future.

Ready. Set. Go. Building the Front Office Platform of Tomorrow

SS&C Advent — Thu, 04 Apr 2024 18:16:31 +0000

Tune in 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.

We discuss the evolution of trading, how the landscape has fundamentally shifted, and the current market trends that are shaping the future.

Don't miss out on this discussion about what's next for trading and investment management, and exciting innovations that are set to revolutionize investment firm experiences.

Bracing for T+1

SS&C Advent — Fri, 08 Mar 2024 15:58:51 +0000

Are you prepared for the T+1 deadline on May 28, 2024?

Listen to our latest Tech It Up episode to learn how T+1 is impacting our clients. Our guest, Paul Thomas, SS&C Advent Relationship Manager, recently helped moderate a virtual focus group with over 170 clients to discuss their transition plans and readiness.

Paul provides potential implications, challenges, and opportunities from this mandate, including insights from the session. The discussion covers everything from automation and operations to timestamps and third-party reliance. Whether your firm is in the planning, testing, or implementation phase, this episode is sure to guide you in your preparations.

So, what are you waiting for? Tune in to our latest Tech It Up episode and prepare for the T+1 deadline!

The Caesars Palace Coup

SS&C Advent — Mon, 05 Feb 2024 14:29:00 +0000

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

This story takes us from the Vegas Strip to Wall Street boardrooms, Chicago courthouses, and the halls of Congress.

Finding Balance - Compliance in the Wealth Management Industry

SS&C Advent — Wed, 31 Jan 2024 20:31:18 +0000

In today's dynamic regulatory landscape, staying compliant is not just an option; financial firms must mitigate risks and safeguard their reputation. To shed light on this crucial topic, we invite you to join our recent podcast episode featuring Martin Orbach, VP, Head of Product for SS&C RCI, and Kyle Fleming, Senior Manager of Product Management for SS&C Black Diamond.

During this insightful conversation, Martin and Kyle delve into the intricacies of regulatory compliance, addressing key concerns for financial advisors, such as electronic communication surveillance, active versus passive compliance strategies, and the tools available to manage risk effectively.

Listen to the podcast now!

Uncovering Growth Opportunities in Investment Management

SS&C Advent — Fri, 12 Jan 2024 19:35:54 +0000

During this episode of Tech It Up, we discuss the future of the investment landscape and how firms are staying competitive. We delve into trending topics and themes that have emerged in the past year, and what to expect in 2024.

The conversation covers everything from tax-loss harvesting and portfolio management strategies to fee compression and beyond.

Tune in for this thought-provoking discussion!

Innovations and Strategies Shaping our Investment Community

SS&C Advent — Thu, 07 Dec 2023 21:14:16 +0000

Join us for an insightful episode where SVPs and Co-General Managers of SS&C Advent discuss the latest industry developments, including the rise of direct indexing, and their predictions on key topics and strategies for firms in 2024.

Tune in to hear their insights and learn about exciting tech innovations we are spearheading to advance our clients’ experience in the complex investment market.

Time to End the Paper Chase | Investing in Loans

SS&C Advent — Wed, 08 Nov 2023 13:31:00 +0000

A combination of rising rates, a lot of dry powder, and banks enforcing stricter requirements is causing private credit to grow at an incredible pace. Tune into this episide as we dig into the details of what is driving this growth, and discuss how SS&C Advent is making a difference in this space with the new SS&C Loan Data offering.

Future Proofing Your Business | 23.2 Geneva Release

SS&C Advent — Wed, 01 Nov 2023 16:07:05 +0000

The Geneva team works year-round to move the platform forward, ensuring it keeps pace with changing business requirements, market pressures, and new product offerings. Simultaneously, we continue to leverage new technologies and look for ways to streamline workflows, eliminate manual steps, and deliver an efficient and differentiated user experience. Listen as Brant Snyder, Director, Product Management, and Niamh Kerrigan, Director, Relationship Manager, discuss how these updates will help to future proof your business.

The Search for Scalable Growth in a Complex Market

SS&C Advent — Wed, 11 Oct 2023 17:42:00 +0000

With the emergence of easily accessible trading platforms and robo-advisors, there’s no question that investment managers are navigating a complex and evolving ecosystem. Firms must make strategic decisions to stay competitive and provide the most value to their clients. Given this, firms are evaluating:

How can I attract and retain investors?
Which accounts and segments should I pursue?
What services should I offer?
What technology do I need?

To assist our clients in answering these questions, SS&C Advent partnered with Institutional Investor to survey the investment management community.

Tune into this episode of Tech It Up, as we dive into the report findings and the future of investment management.

Navigating SEC Regulations, Compliance, and Trends in Investment Management

SS&C Advent — Tue, 05 Sep 2023 13:29:00 +0000

If you're curious about the latest developments in SEC regulations and how they're impacting the investment management industry, check out our recent podcast episode featuring Karen Barr, the President and CEO of the Investment Adviser Association (IAA). During the episode, Karen 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. Don't miss out on this informative discussion with an industry leader.

SEC Marketing Rules: Insights from an SEC Expert

SS&C Advent — Thu, 27 Jul 2023 17:18:00 +0000

In November 2022, the SEC issued new rules that dictate how firms can market hypothetical performance, case studies, testimonials, and other promotional materials. In this month’s episode of SS&C Advent’s Tech It Up podcast , Bree Pollard, Director at the ACA Group , shares practical advice on navigating the 2023 SEC Exam Priorities. The conversation explores:

What the common mistakes are when marketing hypothetical performance
Where firms should focus their time and resources
How to share investment strategy performance

Join hosts, Join Trent Berry, and Jasmin Conner for an in-depth conversation with real-world applications.

Insights on Providing Holistic Financial Advice in Wealth Management

SS&C Advent — Tue, 03 Jan 2023 19:24:05 +0000

During this podcast episode, Ted Denbow, Vice President & Head of sales at RightCapital, Ross McGoodwin, Regional VP of Member Success from DPL Financial Partners, and Kyle Fleming, Senior Manager of Product Development at SS&C Black Diamond, discuss insights into their integrated collaboration. They also provide expert advice on how having the right technology in place for scaling financial planning and insurance and annuities helps advisors create a holistic wealth management experience for their clients.

The New Era of Product Development

SS&C Advent — Fri, 16 Dec 2022 18:20:00 +0000

Just as technology solutions must evolve to meet the changing needs of investment managers, so too must their developers. It’s imperative that firms find technology partners who understand the evolving financial industry, and who are well positioned to embrace this next wave of innovation.

As a new generation of developers comes online, they are driving substantial digital growth across financial services and will serve as the foundation for investment managers’ success. SS&C Advent's development team takes a pragmatic approach to innovation, developing solutions with creativity and curiosity while applying lessons learned through rigorous testing and organic evolution. With a long tradition of deep resources, vast networks, strong partnerships, and open mindsets, we apply our experience to identify and solve real problems.

Alison Dooher, Head of Digital Advisor Services at Schwab, and Rita Chiu, VP of Product Management at SS&C Advent, discuss the culture, diversity, partnerships, and deep domain knowledge that’s behind the product development foundation of the digital transformation era.

Powered by Purpose: Full Speed Ahead

SS&C Advent — Thu, 03 Nov 2022 00:12:00 +0000

Hosts Trent Berry and Jasmin Connor, are joined by SVP and Co-General Managers, Karen Geiger and Steve Leivent, in the latest Tech It Up podcast episode. They converse on everything from personal career paths, building and maintaining a strong culture, and what SS&C Advent is doing to respond to the growing demand for cloud-based technology and managed services. Karen and Steve discuss the challenges they foresee firms facing in 2023 and how we plan to solve those challenges with purpose-driven innovation.

Challenges, Performance, and Opportunity: The Evolving Story of ESG Investing

SS&C Advent — Fri, 14 Oct 2022 17:57:15 +0000

In this episode, Mira Vasani, Global Wealth Technology Practice Lead at Morningstar Sustainalytics, and Tim Duffy, Solutions Manager at SS&C Advent, discuss the evolution of ESG factors, bridging the generational gap with conscious investing, and how firms are using the right technology to stay competitive through transparent performance analytics.

Managed Services: Not One Size Fits All

SS&C Advent — Thu, 23 Jun 2022 15:07:00 +0000

Host Trent Berry from SS&C Advent is joined by our very own Al Castillo, Senior Director, AOS Solutions Management, and SS&C Advent client Glenn Warden, Chief Information Officer, from Bahl & Gaynor to discuss the new trends in outsourcing and co-sourcing and how to determine whether it’s the right move for your firm.

More and more firms are outsourcing or co-sourcing their operational tasks to free up valuable bandwidth for their most important priority – serving clients. Let your team focus on what they do best, and learn how to select and work with the right outsourcing partner.

The Expanding Wealth Tech Universe: No longer a tiny sliver in the technology universe

SS&C Advent — Mon, 25 Oct 2021 16:22:01 +0000

Technology evolution and innovation is having a transformative impact across all facets and segments of wealth management. Indeed, the advisor technology industry is becoming more and more nuanced, with specialized solutions and purpose-built functionality that may not apply to all market segments. In fact, according to advisor, consultant, blogger, and today’s guest Michael Kitces, there are now more than 300 separate wealth management advisor technology applications—an astronomical growth rate for what was once just a tiny sliver in the technology universe.

The good news is that with continued investment and evolution from top wealth tech providers, the technology for a universal wealth management platform is here today.

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.

Is Diversity and Inclusion Key to Attracting Talent and New Business?

SS&C Advent — Tue, 03 Aug 2021 20:45:03 +0000

It’s no secret the new generation of investors are focused on investing in their interests, such as ESG, and finding firms that represent those interests. One would assume the new generation of advisors are interested in the same ideas when looking for a job.

Join us as Trent and Sarah take a closer look with Stephanie Wemusa, Director of Equity and Inclusion from Mindbody at the advantages of a firm investing time and resources into diversifying their workplace. So far, we’ve learned it’s not only a benefit when attracting new employees, it’s a benefit to the bottom line.

Commission-Free Annuities - A Game Changer

SS&C Advent — Tue, 20 Jul 2021 18:25:06 +0000

Much like the switch from mutual funds to ETFs, the market has evolved to offer commission-free insurance products that benefit the client instead of the broker. So how did we get there? David Lau, founder and CEO of DPL Financial Partners, is here to tell us that it didn’t happen overnight.

On today’s episode, Trent and Sarah take a deeper dive into the history of buying and selling insurance annuities, and the recent change in market direction.

Women in Fintech

SS&C Advent — Wed, 07 Jul 2021 19:35:00 +0000

How can you help encourage more women to start a career in Fintech? Let’s start by highlighting and celebrating the trailblazers!

On today’s episode, your hosts Trent Berry and Sarah Johnson from SS&C Advent are joined by Melissa Gilbertson, Assistant Vice President, Information Technology and Trading Operations Manager at Mairs & Power & Jennifer Kirksey, Managing Director, Wealth Operations at Tolleson. They’ll share their trailblazing stories and discuss the changing landscape around gender diversity within the Fintech world.

Marketing to New Investors and Retaining the Old

SS&C Advent — Mon, 17 May 2021 14:42:50 +0000

Marketing to new investors and retaining the old doesn’t take two different marketing and communication approaches. Times are changing and current clients are jumping on board with the new generation of digital. Are you?

In today’s episode, we’ll discuss why advisors are hesitant to implement new marketing strategies, from compliance concerns to common misconceptions. April will share some of the best and worst advisor marketing and communication strategies and how these strategies can make or break a firm in today’s environment.

U.S. Wealth Advisors - ESG Investing: New Investors are Walking the Walk

SS&C Advent — Mon, 17 May 2021 05:00:00 +0000

Firms offering ESG investing could be the deciding factor for new investors. So, what exactly is ESG and how do firms gather the data for their investors?

With no U.S. ESG investing standard, financial firms are having to come up with their own standards and vetting process. Without these standards, how can advisors verify whether or not investors are truly investing in ESG?

In today’s episode, our guests, Zachary Dan, CEO of Act Analytics and Elgin Chau, Head of ESG Ratings of Act Analytics discuss how analyzing data and creating ESG ratings work, how it’s affecting the investor-advisor relationship, and how technology can help bridge the communication gap.

Related Resources:

G1 vs G2 Advisors Selling Strategies | Technology and Do Millennials Know all?

SS&C Advent — Wed, 14 Apr 2021 13:00:00 +0000

Your hosts Trent Berry and Sarah Johnson from SS&C Advent are joined by an incredible guest Matt McGowan, Director of Channel Alliances, Riskalyze to discuss the transition from G1 to G2 advisors and how technology will play a huge role in their sales strategy. In this episode, they discuss transition, selling strategies, adopting new technologies, and how the new client demographic affects all.

With so many “self-serve” platforms and quick Google searches, anyone can manage their own portfolio, right? Listen now to hear what Matt McGowan thinks on what actions G2 Advisors need to take to not only sell their services but maintain clients in this tech-savvy millennial world of trading.

Introduction

SS&C Advent — Wed, 14 Apr 2021 13:00:00 +0000

We’re excited to announce Tech it Up, an SS&C Advent podcast that covers financial services topics including ESG investing, women in fintech, the new generation of investors, selling strategies, technology, and more. In each podcast episode, your hosts Sarah Johnson and Trent Berry from SS&C Advent bring you new ideas through our community of industry leaders and influencers to intrigue, inform and inspire you through casual and thought-provoking conversations.