Tech It Up

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 Par...

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 N...

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...

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...

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 onboardin...

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, an...

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 fo...

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 shared their insights on the trends and strategies shaping the investment management industry. Packe...

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&C as they walk us through the highlights of 2025, share what’s driving the product vision for the year...

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 data management are rising to the top of tech roadmaps. Sam breaks down the key insights from the surv...

In this year-end episode of Tech It Up, host Jasmin Conner talks with Jen Becher and Steve Leivent about the milestones that shaped 2025 for Black Diamond Wealth Solutions. They cover the impact of the rebrand, how advisor relationships strengthened, and the leadership lessons learned through a year of major change. Jen and Steve also share what they are looking forward to in 2026, including new o...

As our listeners have probably caught on, twice a year, SS&C Advent’s Geneva, our portfolio, fund, and investor accounting solution, releases a series of new features and enhancements to support our clients in setting the foundation for continued optimized operational efficiency. Talk about a tongue twister! In this episode, we sit down with Catherine Daly and Elizabeth Larmore as they walk us...

Selecting the right technology vendor can be complex and costly if done incorrectly. In this episode of Tech It Up, Jasmin Conner speaks with Jonathan Balkin from Alpha Alternatives to explore the challenges of selecting and implementing new technology. They discuss how consultancies can guide organizations through the entire process, what to do before engaging vendors, key evaluation consideratio...

In this episode of Tech It Up, host Trent Berry sits down with Alex Hagmeyer, Co-Chief Investment Officer and Senior Director of Quantitative Research at SS&C ALPS, to unpack how advisors can elevate their approach to tax loss harvesting. Together, they explore how technology and continuous monitoring are transforming what was once a year-end exercise into an ongoing strategy that enhances aft...

More than half of global institutional investors now allocate 10% or more of their portfolios to private markets, and many plan to increase their allocations to private equity (PE) further, according to Aviva Investors . Why? Because PE helps investment managers deliver diversification, personalization and alpha to their clients. But measuring performance in this asset class isn’t as straightforwa...

This week, Jasmine Conner, Trent Berry, and guest Amy Arnett, Vice President of Insurance Solutions at DPL Financial Partners, cover how advisors can approach long-term care planning conversations with confidence and clarity. With October marking Long-Term Care Awareness Month, we explore why these discussions are critical, how modern solutions have evolved, and the key opportunities advisors shou...

AI isn’t magic—and treating it like it is wastes time, money, and effort. In this episode of Tech It Up , Alex Schlesinger joins hosts Trent Berry and Jasmin Conner to cut through the hype, call out common missteps, and showcase how to identify the use cases where AI actually delivers lasting value. Whether you’re skeptical of the buzz or eager to put AI to work, you’ll take away practical insight...

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 a...

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 b...

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 decision...

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 i...

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...

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. Topics include: Key shifts in wealth management over the past decade The role of personalization and predictive tools Gaps in tech stacks and how to address them How to prioritize modernization during budget constraints This episode is ideal for executives, a...