Tech It Up

Tech It Up

Latest Episode

Making Tax Management a Year-Round Strategy

Nov 9, 2026 • 27 minutes

Making Tax Management a Year-Round Strategy

Explore how advisors can move beyond December tax-loss harvesting to a year-round tax management strategy, coordinate tax planning across the household, and use technology to make these capabilities more accessible across the client base.

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Simplifying Alternative Investment Cash Flow Planning

Oct 26, 2026 • 12 minutes

Simplifying Alternative Investment Cash Flow Planning

Explore how Black Diamond Cash Flow for Alternatives helps advisors manage capital calls, distributions and liquidity with historical data, forward-looking projections and portfolio-level visibility.

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Introducing Black Diamond AI

Aug 20, 2026 • 14 minutes

Introducing Black Diamond AI

Discover how Black Diamond AI is bringing practical, intelligent technology directly into the advisor experience.

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The Hidden Risks Inside Old Insurance Policies

Jun 15, 2026 • 28 minutes

The Hidden Risks Inside Old Insurance Policies

Outdated assumptions, hidden gaps, and the simple review process every advisor should know.

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Cracking the Code: Geneva April Release

Jun 3, 2026 • 20 minutes

Cracking the Code: Geneva April Release

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Intentional Innovation: Building Reliable Crypto Capabilities

Apr 14, 2026 • 10 minutes

Intentional Innovation: Building Reliable Crypto Capabilities

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Operational Alpha: The Hidden Side of Asset Management

Apr 7, 2026 • 22 minutes

Operational Alpha: The Hidden Side of Asset Management

How disciplined execution, tax-aware strategies, and scalable technology are redefining where true alpha is created in modern asset management.

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