Alex Frantz joins us from SS&C Advent to share what's new with the Black Diamond portfolio management platform for financial advisors. But it's not all Black Diamond hype. We dig into which WealthTech firms are doing the most to improve digital client experience for investors and their advisors, get Alex's thoughts on why industry surveys aren't a great resource for advisors to rely on when choosing technology, and take a trip down memory lane to our favorite taco spot in San Diego. 

Listen in with hosts Johnny Sandquist (Three Crowns Copywriting & Marketing) and Torie Happe (Flyer) every Thursday for new taco drops.