Future Initiatives and Strategic Partnerships in Wealth Management

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.