Tech It Up

As alternative investments become a larger part of client portfolios, advisors are facing a growing challenge around understanding and planning for capital calls, distributions and liquidity. Much of this work still happens manually in spreadsheets, while historical data can be difficult to reconstruct.

This episode explores the advisor challenges in managing alternative investment cash flows and how Cash Flow for Alternatives brings historical data, forward-looking projections, and portfolio-level visibility to Black Diamond Wealth Solutions.

AI is changing the way wealth management firms work, but the real opportunity lies in turning AI from a buzzword into practical technology that helps advisors work smarter.

In this episode of Tech It Up, Ken Hall of SS&C Black Diamond Wealth Solutions joins us to introduce Black Diamond AI and explore how AI can help advisors uncover meaningful insights, streamline everyday workflows, and deliver more personalized client experiences.

We discuss Black Diamond Insights, Black Diamond Assist, the importance of building AI into the workflows advisors already use, and what the future could look like as AI becomes more proactive, connected, and capable of taking action. Tune in to learn how Black Diamond is approaching AI with a focus on practical value, trusted data, and keeping advisors at the center of the client relationship.

Learn more about Black Diamond AI here: https://www.sscblackdiamond.com/solutions/black-diamond-ai/

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 SS&C Black Diamond Wealth Solutions to explore the current M&A landscape in wealth management and what it takes to scale successfully.

Together, they discuss how firms can identify the right acquisition partners, overcome common integration hurdles, create a unified advisor and client experience, and leverage technology to support sustainable growth. Whether your firm is actively pursuing acquisitions or preparing for future expansion, this conversation offers practical insights on building a scalable operating model that can support long-term success.

To learn more about how SS&C Black Diamond Wealth Solutions helps firms scale with confidence, please visit: www.sscblackdiamond.com.

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 Conner and Trent Berry sit down with Brad Mendenhall, EVP of Insurance Solutions at DPL Financial Partners, to discuss why insurance policy reviews matter more than ever. Together, they explore common red flags advisors should watch for, how to evaluate both term and permanent insurance coverage, and why long-term care planning remains one of the most overlooked areas of financial planning.

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 support our clients and elevate the overall user experience.

Joining this episode are Brandon Parker and Niamh Kerrigan, who will walk us through the highlights of the 26.1 release - and hopefully share a preview of what's ahead on the roadmap.

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 of Tech It Up, two leaders at the center of the RealTick EMS crypto journey — Gerry Portante and Justin Casenta — share how a deliberate, client‑first approach to building a crypto trading platform led to technology that performs consistently, even when markets don’t.

Tune in for a conversation on how intentional innovation is shaping crypto infrastructure clients can trust for the long term.

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, cash flow management, and reporting can meaningfully improve client outcomes. From tax-loss harvesting and direct indexing to household-level reporting and proposal generation, we break down the often-overlooked infrastructure that powers modern asset management.

The takeaway: in today’s environment, delivering alpha isn’t just about what you invest in, it’s how you execute, scale, and communicate it.

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. But behind the steady returns lies a highly sophisticated operating machine. From rapidly onboarding portfolio managers to managing complexity across asset classes and strategies, running a multi-manager platform is anything but simple.

In this episode of Tech It Up, our hosts sit down with SS&C Advent's Aani Nerlekar, Managing Director of Solutions Management & Sales Engineering, and Jordan Daub, Managing Director, Sales Engineering, to unpack what’s driving the rise of multi-manager funds and explore the challenges and opportunities shaping their evolution.

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 management. The conversation covers how technology is making charitable planning more collaborative, digital, and year-round, helping advisors strengthen relationships, support family legacy conversations, and differentiate their firms.

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 delivering clarity, confidence, and better long-term outcomes. Tune in to hear practical strategies for removing friction, scaling healthier operations, and creating more time for meaningful planning and client conversations.