Tech It Up

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 ahead, and reflect on how advisor feedback continues to shape the future of Black Diamond.

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 survey and executive interviews, while Val shares real-world client perspectives on modernization mindsets, alignment across teams, and the growing demand for personalization. Together, they highlight the trends shaping the next generation of investment technology and what firms should consider as they plan ahead. To dive deeper into the data, be sure to read the full research report, The Next Generation of Technology for Investment Management: http://bit.ly/3MAo79H

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 opportunities for integration, innovation, and advisor success.

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 through another milestone delivery with the 25.2 release - and maybe give us a glimpse of what's mapped out for future releases.

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 considerations and red flags, and essential steps for successful implementation and migration. Tune in to hear expert insights on how to make technology decisions that deliver real impact.

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 after-tax outcomes and strengthens client portfolios. From overcoming common misconceptions to leveraging automation and direct indexing, Alex shares research-backed insights on how to make tax loss harvesting a proactive, scalable part of modern portfolio management.

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 straightforward as measuring performance in public markets. Tune in to explore PE performance measurement options, challenges, and best practices for addressing them—it’s worth a listen.

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 shouldn’t overlook. Topics discussed: Common misconceptions around long-term care planning for clients and advisors How today’s long-term care solutions differ from traditional policies The importance of timing and identifying client profiles where LTC planning is essential Exploring hybrid vs. traditional LTC products and when each makes sense *How advisors can position long-term care as a proactive strategy to protect client futures**** Links mentioned in this episode: SS&C Black Diamond Annuities & Insurance Marketplace DPL Financial Partners

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 insights to guide smarter decisions about its future.

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.