In this episode of Tech It Up, Jasmin Conner and Trent Berry are joined by Joe Metcalf, IT & Operations Manager at Vestia and consultant to RIAs, to discuss operational challenges and technological transformations in the wealth management industry. Joe shares insights on tailoring tech recommendations to firm culture, identifying critical areas for improvement, and the importance of proactive tech optimization. He also explores trends like tech consolidation, the growing role of CRM and portfolio tools, and how firms can stay competitive through smarter tech integration and change management.

How do investment firms stay competitive in an industry defined by rapid change and increasing complexity? Explore how a connected investment platform enables firms to scale, optimize workflows, and respond to evolving investor demands with precision.

Alternative investments have seen incredible growth during the past few decades. Private credit, a form of lending to companies by institutions other than banks, has also been growing at an extremely fast rate. In this podcast, Trent and Jasmin are joined by Brant Snyder, Director of Product Management, and Matt Macomber, Senior Sales Engineer, both at SS&C Advent to dive into why private credit is such an attractive investment opportunity, discuss its surge in popularity, and most importantly, what factors are responsible for its growth. They also discuss how and why the right technology is so important when investing in credit.

Join hosts Trent Berry and Jasmin as they dive into the fascinating world of unique assets in this episode of Building Wealth with Unique Assets: Insights on Ultra-High-Net-Worth Asset Management. Featuring Taylor Franklin, Oil and Gas Portfolio Manager, and Sam Katigan, VP of Unique Assets at SS&C Innovest, the discussion uncovers the untapped potential of real estate, oil and gas interests, notes, mortgages, and collectibles.

Learn why these assets are pivotal in the $84 trillion Great Wealth Transfer and how wealth managers can harness their value. Don't miss this insightful conversation tailored for professionals navigating high-net-worth portfolios.

Achieving operational Alpha is simpler than you may think… All You Need is a Plan. Join our hosts as they sit down with Karen Meehan and Patrick Mooney to dive into how you and your team can utilize the updated features of the October release to reach peak operational efficiency.

Guest Speaker:

Don’t let performance complexity hold your firm back.

Investment managers are diversifying across multiple asset classes and security types, adding complexity to performance analytics. Yet, many firms often rely on patchwork technology and legacy systems, leading to data silos and reconciliation headaches.

Tune in as we review the evolution of performance measurement, explore the challenges it presents, and discuss today’s tools and technologies that support modern performance, providing actionable insights for better decision-making.

Are you tracking investments in spreadsheets or starting out with limited accounting and reporting software?

Tune in to our latest Tech It Up episode, where we discuss the challenges startups and emerging funds face building out their investment operation from a back-office perspective. Together we discuss how a patchwork of disparate systems cobbled together can lead to operational inefficiencies, data inconsistencies, and increased operating expenses.

Join us as Aani Nerlekar, Vice President of Solutions Management & Sales Engineering at SS&C, and Stephen Ruane, Senior Director of Product Management at SS&C walk through some of the essential back-office considerations to help you avoid operational pitfalls, gain competitive footing in the industry, and build a scalable platform for long-term growth.

Links mentioned in this episode:

Blog: Bypass This Common Back-office Operational Hurdle

Whitepaper: Patchwork Doesn't Work Anymore

As the regulatory landscape continues to evolve in ways not seen since the 2008 financial crisis, understanding how to balance strategic investment activities with compliance demands is key.

Tune in to hear Joanne Kane, Chief Compliance Officer at SS&C, as she unravels the complexities of the current regulatory environment. You will gain insights into how these changes impact your business operations and strategies, and our continued commitment to helping clients manage risk and meet their compliance obligations.

From the high pressures of Wall Street cold calling to becoming the Founder and CEO of Sovereign Financial Group and goRIA, Chuck Failla joins us on Tech It Up to discuss his career journey and the increasing trend of advisors going independent.

We explore the driving forces behind this shift, the advantages it brings, the hurdles it presents, and most importantly, Chuck provides practical advice for those on the brink of making the leap. Moreover, we examine the game-changing role of technology and automation and how it has become an indispensable tool for small to mid-sized wealth management firms in a fiercely competitive market.

Whether you're an advisor contemplating the independent route or simply intrigued by the trend, be sure to tune in for an insightful episode.

Is your tech stack keeping up with industry demands?

As the industry trends towards more diverse offerings, especially among firms serving both institutional and private wealth clients, the demand for robust, adaptable technology is even more critical. Firms are grappling with revenue pressure, fee compression, and market segment shifts requiring greater customization. Given this, firms are evaluating their technology and operational workflows to enhance agility and scalability in portfolio management, without compromising quality.

Tune in as we explore these challenges and eight essential investment management capabilities for a modern investment platform.