OVER DEZE AFLEVERING

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OUDE AFLEVERINGEN ZOEKEN

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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 d…
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&…
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…
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…
Disclaimer: De podcast en de illustraties die op deze pagina zijn ingesloten, zijn afkomstig van SS&C Advent, eigendom van de eigenaar en niet gelieerd aan of goedgekeurd door Listen Notes, Inc.