Tech It Up

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Growth through mergers and acquisitions presents tremendous opportunity, but it also introduces new operational, cultural, and technology challenges. In this episode of Tech It Up, hosts Trent Berry and Jasmin Conner are joined by Lisa Crafford of Constellation Wealth Capital and Alex Frantz of S…

Many clients own life insurance and long-term care policies that haven't been reviewed in years, sometimes decades. But changing interest rates, rising care costs, evolving product designs, and shifting financial goals can create risks that often go unnoticed. In this episode of Tech It Up, Jasmin…

The time has come again to revisit another exciting deliver of SS&C Advent's Geneva, which continues to serve as our leading portfolio, fund, and investor accounting solution. Each release, happening twice a year, introduces a wide range of new features and enhancements designed to better suppo…

In crypto, volatility is unavoidable. Confidence is engineered. Crypto markets are defined by constant change — new assets, shifting venues, and rapid price movements. But while volatility may be inherent, the infrastructure supporting crypto trading doesn’t have to be reactive. In this episode…

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, c…

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…

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 managemen…

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…

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…