Tech It Up

Tech It Up

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Strategic Structures: Managed Accounts to Meet Market Demands

Aug 4, 2025 • 20 minutes

Strategic Structures: Managed Accounts to Meet Market Demands

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Introducing SS&C Black Diamond Wealth Solutions with Steve Leivent

Jul 22, 2025 • 19 minutes

Introducing SS&C Black Diamond Wealth Solutions with Steve Leivent

Explore the strategy, purpose, and impact behind the rebrand of SS&C Black Diamond Wealth Solutions, straight from the leader shaping its future.

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Extra Credit: Harnessing Loan Data for Insights & Intelligence

Jul 10, 2025 • 29 minutes

Extra Credit: Harnessing Loan Data for Insights & Intelligence

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From Reports to Relationships: Elevating the Advisor Experience

Jun 30, 2025 • 17 minutes

From Reports to Relationships: Elevating the Advisor Experience

Unlock the tools, trends, and technology powering stronger advisor-client connections.

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Embracing Multi-Asset, Multi-Strategy Portfolios

Jun 5, 2025 • 9 minutes

Embracing Multi-Asset, Multi-Strategy Portfolios

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Amplifying Operations with the April Geneva Release

Jun 3, 2025 • 24 minutes

Amplifying Operations with the April Geneva Release

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The Future of WealthTech: AI, Digital Transformation & Doing Good with Tech

Jun 2, 2025 • 24 minutes

The Future of WealthTech: AI, Digital Transformation & Doing Good with Tech

Doug Fritz shares how firms can modernize, personalize, and future-proof the advisor-client experience.

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