Tech It Up

Mergers and acquisitions bring both opportunity and complexity, especially when it comes to technology and AI. In this episode of Tech It Up, hosts Trent Berry and Jasmin Conner talk with Verity Larsen, Founder and CEO of Versoft, about how to create a clear 90-day consolidation plan, decide which tools to keep or sunset, and manage compliance in an AI-driven world.

In this episode of Tech It Up, we discuss an increasingly popular star of the investment management world: personalized and diversified portfolios through managed accounts Today, personalization and flexibility across assets and strategies are top investor demands that managers can meet through strategic structures such as portfolio sleeves, separately managed accounts (SMAs) and unified managed accounts (UMAs). However, implementing those account structures at scale without the right technology isn’t easy.

Join host Jasmin Conner and guest Tim Duffy of SS&C Advent as they explore the context, capabilities and challenges surrounding these fund structures and the technology that makes them possible. Tune in; it’s worth a listen.

In this milestone episode of Tech It Up, hosts Trent Berry and Jasmine Conner sit down with Steve Leivent, Senior Vice President and Co-General Manager of SS&C Wealth & Investment Technologies, to discuss the strategic rebrand to SS&C Black Diamond Wealth Solutions.

With decades of experience and a front-row seat to the evolution of fintech, Steve unpacks why the time was right for a bold brand transformation, how it supports advisors in a changing landscape, and what this means for the future of SS&C’s platform and client experience.

This special edition of Tech It Up features a conversation between industry experts Catherine Daly of SS&C Advent, Kevin Gallagher of Bain Capital Credit, and Nick Libertiny of Sound Point Capital Management, where they sat down to discuss the transformation of the loan data market. They cover the critical role that data serves for fund managers, influencing everything from investment decisions to accounting and advanced analytics, and how ensuring the data is clean, current, accurate, and consistently formatted across the technology ecosystem poses challenges for funds investing in loan-based instruments. Tune in to deepen your understanding of the challenges and opportunities surrounding both syndicated and private loan data management, and how to leverage technology to automate data flows in the back-office.

In this episode of Tech It Up, Black Diamond product leaders Michael Persin and Leslie Martin share how advisors can level up client engagement through personalized portals, real-time collaboration tools, and integrated financial planning. If you’re looking to deepen client relationships and modernize your practice, this is one you won’t want to miss.

Out with the old, in with the new. The classic 60/40 model is on the decline, and multi-asset and multi-strategy portfolios are stepping into the spotlight. AUM in multi-asset investments have grown from under $2 trillion in 2003 to approximately $16 trillion in 2023. In this episode, host Trent Berry welcomes back Javier Flores, Director of Solutions Management at SS&C Advent. Flores shares insights into the driving forces behind this growing trend, discusses various approaches to managing multi-asset, multi-strategy portfolios and the technology that makes it possible.

Tune in for an engaging conversation about today’s investment strategies and the technology needed to support them.

In a market where the demand for investor due diligence is rapidly rising, staying competitive requires more than just keeping up - it calls for amplifying operations at every level. The team is constantly working to deliver strategic enhancements to the platform, designed to help clients stay ahead of the curve. In this episode, join our hosts as they sit down with Eddie Russo and David Peck for a front-row seat as we plug into the April release of SS&C Advent’s Geneva®.

In this episode of Tech It Up, hosts Trent Barry and Jasmine Conner speak with Doug Fritz, Co-Founder and Executive Chairman of F2 Strategy.

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This episode is ideal for executives, advisors, and anyone thinking about the future of WealthTech.

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Doug Fritz on LinkedIn: linkedin.com/in/doug-fritz

The lines between different asset classes continue to blur. Firms with roots in hedge funds or private equity are branching into private credit, real estate, venture capital, or infrastructure funds. In this episode, our hosts are joined by Raya Gabry, Senior Director of Product Management, SS&C Eze, and John Berthiaume, Director, Product Management, SS&C Advent, as they unpack the drivers of this latest trend and discuss why it's essential for firms to have a holistic investment ecosystem to achieve diversification and growth.

This week, Jeffrey Cohen, Patton Weber, and our hosts Trent Berry and Jasmine Conner cover how advisors can streamline K-1 season using automation, integration, and industry expertise to ease tax season pressures and enhance client service.

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