ОТНОСТНО ТОЗИ ЕПИЗОД
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.
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ТРАНСКРИПЦИЯ 🔗
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ТЪРСЕНЕ на МИНАЛИ ЕПИЗОДИ
Търсене в минали епизоди на Tech It Up.
ДРУГИ ЕПИЗОДИ В ТОЗИ ПОДКАСТ
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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 yea…
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…
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