MENGENAI EPISOD INI
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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EPISOD LAIN DALAM PODCAST INI
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 ...
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 ...
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 t ...
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 an ...
Penafian: Podcast dan karya seni yang dibenamkan pada halaman ini adalah daripada SS&C Advent, yang merupakan hak milik pemiliknya dan tidak bergabung dengan atau disokong oleh Listen Notes, Inc.
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