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A monthly podcast featuring industry leaders and influencers discussing the latest in financial technology. Each episode offers fresh perspectives and thought-provoking conversations spanning across the wealth, asset, and alternative management landscape.
57 Episodes
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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.
In this episode of Tech It Up, we discuss an increasingly popular star of the investment management world: personalized and diversified portfolios through managed accounts Today, personalization and flexibility across assets and strategies are top investor demands that managers can meet through strategic structures such as portfolio sleeves, separately managed accounts (SMAs) and unified managed accounts (UMAs). However, implementing those account structures at scale without the right technology isn’t easy.
Join host Jasmin Conner and guest Tim Duffy of SS&C Advent as they explore the context, capabilities and challenges surrounding these fund structures and the technology that makes them possible. Tune in; it’s worth a listen.
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.
This special edition of Tech It Up features a conversation between industry experts Catherine Daly of SS&C Advent, Kevin Gallagher of Bain Capital Credit, and Nick Libertiny of Sound Point Capital Management, where they sat down to discuss the transformation of the loan data market. They cover the critical role that data serves for fund managers, influencing everything from investment decisions to accounting and advanced analytics, and how ensuring the data is clean, current, accurate, and consistently formatted across the technology ecosystem poses challenges for funds investing in loan-based instruments. Tune in to deepen your understanding of the challenges and opportunities surrounding both syndicated and private loan data management, and how to leverage technology to automate data flows in the back-office.
In this episode of Tech It Up, Black Diamond product leaders Michael Persin and Leslie Martin share how advisors can level up client engagement through personalized portals, real-time collaboration tools, and integrated financial planning. If you’re looking to deepen client relationships and modernize your practice, this is one you won’t want to miss.
Out with the old, in with the new. The classic 60/40 model is on the decline, and multi-asset and multi-strategy portfolios are stepping into the spotlight. AUM in multi-asset investments have grown from under $2 trillion in 2003 to approximately $16 trillion in 2023. In this episode, host Trent Berry welcomes back Javier Flores, Director of Solutions Management at SS&C Advent. Flores shares insights into the driving forces behind this growing trend, discusses various approaches to managing multi-asset, multi-strategy portfolios and the technology that makes it possible.
Tune in for an engaging conversation about today’s investment strategies and the technology needed to support them.
In a market where the demand for investor due diligence is rapidly rising, staying competitive requires more than just keeping up - it calls for amplifying operations at every level. The team is constantly working to deliver strategic enhancements to the platform, designed to help clients stay ahead of the curve. In this episode, join our hosts as they sit down with Eddie Russo and David Peck for a front-row seat as we plug into the April release of SS&C Advent’s Geneva®.
In this episode of Tech It Up, hosts Trent Barry and Jasmine Conner speak with Doug Fritz, Co-Founder and Executive Chairman of F2 Strategy.
Topics include:
Key shifts in wealth management over the past decade
The role of personalization and predictive tools
Gaps in tech stacks and how to address them
How to prioritize modernization during budget constraints
This episode is ideal for executives, advisors, and anyone thinking about the future of WealthTech.
Resources:
F2 Strategy: f2strategy.com
Doug Fritz on LinkedIn: linkedin.com/in/doug-fritz
The lines between different asset classes continue to blur. Firms with roots in hedge funds or private equity are branching into private credit, real estate, venture capital, or infrastructure funds. In this episode, our hosts are joined by Raya Gabry, Senior Director of Product Management, SS&C Eze, and John Berthiaume, Director, Product Management, SS&C Advent, as they unpack the drivers of this latest trend and discuss why it's essential for firms to have a holistic investment ecosystem to achieve diversification and growth.
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.
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