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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 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.
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OTROS EPISODIOS EN ESTE PODCAST
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.
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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 d…
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