Tech It Up

In today's dynamic regulatory landscape, staying compliant is not just an option; financial firms must mitigate risks and safeguard their reputation. To shed light on this crucial topic, we invite you to join our recent podcast episode featuring Martin Orbach, VP, Head of Product for SS&C RCI, and Kyle Fleming, Senior Manager of Product Management for SS&C Black Diamond. During this insigh...

During this episode of Tech It Up, we discuss the future of the investment landscape and how firms are staying competitive. We delve into trending topics and themes that have emerged in the past year, and what to expect in 2024. The conversation covers everything from tax-loss harvesting and portfolio management strategies to fee compression and beyond. Tune in for this thought-provoking discussio...

Join us for an insightful episode where SVPs and Co-General Managers of SS&C Advent discuss the latest industry developments, including the rise of direct indexing, and their predictions on key topics and strategies for firms in 2024. Tune in to hear their insights and learn about exciting tech innovations we are spearheading to advance our clients’ experience in the complex investment market.

A combination of rising rates, a lot of dry powder, and banks enforcing stricter requirements is causing private credit to grow at an incredible pace. Tune into this episide as we dig into the details of what is driving this growth, and discuss how SS&C Advent is making a difference in this space with the new SS&C Loan Data offering.

The Geneva team works year-round to move the platform forward, ensuring it keeps pace with changing business requirements, market pressures, and new product offerings. Simultaneously, we continue to leverage new technologies and look for ways to streamline workflows, eliminate manual steps, and deliver an efficient and differentiated user experience. Listen as Brant Snyder, Director, Product Manag...

With the emergence of easily accessible trading platforms and robo-advisors, there’s no question that investment managers are navigating a complex and evolving ecosystem. Firms must make strategic decisions to stay competitive and provide the most value to their clients. Given this, firms are evaluating: How can I attract and retain investors? Which accounts and segments should I pursue? What serv...

If you're curious about the latest developments in SEC regulations and how they're impacting the investment management industry, check out our recent podcast episode featuring Karen Barr, the President and CEO of the Investment Adviser Association (IAA). During the episode, Karen provides insights on a variety of topics affecting investment firms, including T+1, Outsourcing Due Diligence, Custody...

In November 2022, the SEC issued new rules that dictate how firms can market hypothetical performance, case studies, testimonials, and other promotional materials. In this month’s episode of SS&C Advent’s Tech It Up podcast , Bree Pollard, Director at the ACA Group , shares practical advice on navigating the 2023 SEC Exam Priorities. The conversation explores: What the common mistakes are when...

During this podcast episode, Ted Denbow, Vice President & Head of sales at RightCapital, Ross McGoodwin, Regional VP of Member Success from DPL Financial Partners, and Kyle Fleming, Senior Manager of Product Development at SS&C Black Diamond, discuss insights into their integrated collaboration. They also provide expert advice on how having the right technology in place for scaling financi...

Just as technology solutions must evolve to meet the changing needs of investment managers, so too must their developers. It’s imperative that firms find technology partners who understand the evolving financial industry, and who are well positioned to embrace this next wave of innovation. As a new generation of developers comes online, they are driving substantial digital growth across financial...

Hosts Trent Berry and Jasmin Connor, are joined by SVP and Co-General Managers, Karen Geiger and Steve Leivent, in the latest Tech It Up podcast episode. They converse on everything from personal career paths, building and maintaining a strong culture, and what SS&C Advent is doing to respond to the growing demand for cloud-based technology and managed services. Karen and Steve discuss the cha...

In this episode, Mira Vasani, Global Wealth Technology Practice Lead at Morningstar Sustainalytics, and Tim Duffy, Solutions Manager at SS&C Advent, discuss the evolution of ESG factors, bridging the generational gap with conscious investing, and how firms are using the right technology to stay competitive through transparent performance analytics.

Host Trent Berry from SS&C Advent is joined by our very own Al Castillo, Senior Director, AOS Solutions Management, and SS&C Advent client Glenn Warden, Chief Information Officer, from Bahl & Gaynor to discuss the new trends in outsourcing and co-sourcing and how to determine whether it’s the right move for your firm. More and more firms are outsourcing or co-sourcing their operational...

Technology evolution and innovation is having a transformative impact across all facets and segments of wealth management. Indeed, the advisor technology industry is becoming more and more nuanced, with specialized solutions and purpose-built functionality that may not apply to all market segments. In fact, according to advisor, consultant, blogger, and today’s guest Michael Kitces, there are now...

It’s no secret the new generation of investors are focused on investing in their interests, such as ESG, and finding firms that represent those interests. One would assume the new generation of advisors are interested in the same ideas when looking for a job. Join us as Trent and Sarah take a closer look with Stephanie Wemusa, Director of Equity and Inclusion from Mindbody at the advantages of a f...

Much like the switch from mutual funds to ETFs, the market has evolved to offer commission-free insurance products that benefit the client instead of the broker. So how did we get there? David Lau, founder and CEO of DPL Financial Partners, is here to tell us that it didn’t happen overnight. On today’s episode, Trent and Sarah take a deeper dive into the history of buying and selling insurance ann...

How can you help encourage more women to start a career in Fintech? Let’s start by highlighting and celebrating the trailblazers! On today’s episode, your hosts Trent Berry and Sarah Johnson from SS&C Advent are joined by Melissa Gilbertson, Assistant Vice President, Information Technology and Trading Operations Manager at Mairs & Power & Jennifer Kirksey, Managing Director, Wealth Ope...

Marketing to new investors and retaining the old doesn’t take two different marketing and communication approaches. Times are changing and current clients are jumping on board with the new generation of digital. Are you? In today’s episode, we’ll discuss why advisors are hesitant to implement new marketing strategies, from compliance concerns to common misconceptions. April will share some of the...

Firms offering ESG investing could be the deciding factor for new investors. So, what exactly is ESG and how do firms gather the data for their investors? With no U.S. ESG investing standard, financial firms are having to come up with their own standards and vetting process. Without these standards, how can advisors verify whether or not investors are truly investing in ESG? In today’s episode, ou...

We’re excited to announce Tech it Up, an SS&C Advent podcast that covers financial services topics including ESG investing, women in fintech, the new generation of investors, selling strategies, technology, and more. In each podcast episode, your hosts Sarah Johnson and Trent Berry from SS&C Advent bring you new ideas through our community of industry leaders and influencers to intrigue, i...

Your hosts Trent Berry and Sarah Johnson from SS&C Advent are joined by an incredible guest Matt McGowan, Director of Channel Alliances, Riskalyze to discuss the transition from G1 to G2 advisors and how technology will play a huge role in their sales strategy. In this episode, they discuss transition, selling strategies, adopting new technologies, and how the new client demographic affects al...