Tech It Up

This week, Jeffrey Cohen, Patton Weber, and our hosts Trent Berry and Jasmine Conner cover how advisors can streamline K-1 season using automation, integration, and industry expertise to ease tax season pressures and enhance client service. Topics discussed: The challenges of alternative investment tax reporting and K-1 retrieval How SS&C Accord automates document management and integrates with Black Diamond Vault The role of fund administration experience in delivering accurate, reliable tax data

Every asset manager uses performance measurement and attribution to communicate results and understand performance drivers, but one size doesn’t fit all. Active investment managers especially benefit from deep performance analytics and meaningful attribution methods that go beyond the basics to fully understand what drives their returns, leading to actionable insights. They also help to present a clear picture of their value vs. passive investing alternatives and downward fee pressure. In our latest Tech It Up podcast, performance solutions director Mark Elliott joins hosts Trent and Jasmin to discuss why deep performance and attribution capabilities are needed, what those capabilities should be able to do, and how best to utilize them to highlight investing success and identify investment risks and opportunities.

Younger investors value more than just returns—they want meaningful relationships, seamless technology, and personalized guidance. In this episode, we explore how financial advisors can build deeper connections, engage the next generation, and leverage technology to enhance (not replace) the client experience. Special guest Michelle Greive shares insights on aligning with client values, using digital tools effectively, and creating a lasting impact beyond portfolio performance. Whether you're looking to future-proof your practice or strengthen multigenerational relationships, this conversation is packed with actionable takeaways.

In this episode of Tech It Up, Jasmin Conner and Trent Berry are joined by Tim Duffy, Senior Solutions Manager at SS&C Advent. Together, they explore one of the fastest-growing trends in asset management – separately managed accounts (SMAs). Tim breaks down the key drivers behind SMA growth, the operational complexities firms face, and how technology is helping firms navigate the challenges of managing SMAs at scale. Tune in for expert perspectives on the future of SMAs and what asset managers need to prioritize to stay ahead in this evolving market. Related resources mentioned in this episode: Transforming Active Management: How SMAs Meet Growing Investor Expectations Genesis Fundamentals: Everything You Need to Know About Creating and Managing SMAs

Join hosts Trent Barry and Jasmine Conner on this episode of Tech It Up as they dive into the future of wealth management with Bryan Klein, Product Manager at SS&C Black Diamond. Bryan shares his journey from earning his CFP and master’s degree to helping advisory firms deliver holistic financial planning through innovative technology solutions. Together, they explore how values-based planning, client-centric tools, and integrated platforms are shaping the next era of financial advice.

Our hosts sit down with Sara Raisner, a Partner at A&O Shearman, for a conversation covering whistleblower protection, AML and KYC requirements, and insider trading. At A&O Shearman, Sara focuses on regulatory examination and enforcement matters, internal investigations, and securities-related disputes. Regularly representing financial institutions, hedge funds, and public companies before the SEC, FINRA, CFTC, New York Office of Attorney General, DOJ, and other regulators, Sara brings a wealth of knowledge and experience to this episode. After joining us at the Boston Client Forum late last year to engage in a very successful and enlightening interview, we wanted to repeat the excitement for our listeners.

In this episode, we explore the art of negotiation for female financial advisors. Our guest, Shelby Nicholl—founder of Muriel Consulting and host of the Kick It Open podcast—shares insights from her 25 years in wealth management, including leadership roles at LPL Financial and Edward Jones. She offers strategies to navigate negotiations, overcome self-doubt, and secure career opportunities with confidence.

In this episode of Tech It Up, Jasmin Conner and Trent Berry are joined by Joe Metcalf, IT & Operations Manager at Vestia and consultant to RIAs, to discuss operational challenges and technological transformations in the wealth management industry. Joe shares insights on tailoring tech recommendations to firm culture, identifying critical areas for improvement, and the importance of proactive tech optimization. He also explores trends like tech consolidation, the growing role of CRM and portfolio tools, and how firms can stay competitive through smarter tech integration and change management.

How do investment firms stay competitive in an industry defined by rapid change and increasing complexity? Explore how a connected investment platform enables firms to scale, optimize workflows, and respond to evolving investor demands with precision.

Alternative investments have seen incredible growth during the past few decades. Private credit, a form of lending to companies by institutions other than banks, has also been growing at an extremely fast rate. In this podcast, Trent and Jasmin are joined by Brant Snyder, Director of Product Management, and Matt Macomber, Senior Sales Engineer, both at SS&C Advent to dive into why private credit is such an attractive investment opportunity, discuss its surge in popularity, and most importantly, what factors are responsible for its growth. They also discuss how and why the right technology is so important when investing in credit.