Tech It Up Introducing SS&C Black Diamond Wealth Solutions with Steve Leivent
Jul 22, 2025
Steve Leivent, Senior VP and Co-General Manager of SS&C Wealth & Investment Technologies, shares insights on the bold rebranding to SS&C Black Diamond Wealth Solutions. He emphasizes the importance of a unified brand identity to support advisors in a changing fintech landscape. Steve highlights how this strategic transformation aims to enhance client experiences by integrating legacy products and streamlining technology solutions. Future initiatives, including a partnership with Morningstar, signal exciting developments in wealth management.
AI Snips
Chapters
Transcript
Episode notes
Long Tenure Fueled By Change
- Steve Leivent described his 27-year journey through acquisitions and role changes at SS&C and Advent.
- He credits continual change and new roles for keeping him at the company and driving learning.
Clients Prefer One Cohesive Brand
- The rebrand consolidated multiple legacy products under Black Diamond Wealth Solutions to present a single company to clients.
- Steve said clients prefer buying from one cohesive brand rather than multiple product names.
Brand Change Is Mostly Formalization
- Steve hopes clients notice little change because teams and workflows were already merged before the rebrand.
- He likened the rebrand to making official a relationship that was already functioning as one entity.