Tech It Up

Tech It Up

Episodes
Nov 2025 — Jan 2026

Financial Wellness at Scale for Advisory Firms

Jan 26, 2026 • 13 minutes

Financial Wellness at Scale for Advisory Firms

Building healthier firm operations to deliver better client financial wellness.

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From AI to SMAs: Trends That Shaped 2025

Jan 14, 2026 • 21 minutes

From AI to SMAs: Trends That Shaped 2025

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Reflect, Refresh, and Reimagine: 2025 Product Innovations

Dec 18, 2025 • 25 minutes

Reflect, Refresh, and Reimagine: 2025 Product Innovations

Join our SS&C Black Diamond Wealth Solutions product leaders as they discuss 2025 and what's on the horizon in 2026.

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Inside the Data: Pressures and Priorities Driving Investment Management Technology Decisions

Dec 15, 2025 • 27 minutes

Inside the Data: Pressures and Priorities Driving Investment Management Technology Decisions

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Reflecting on a Transformative Year: Rebrand, Relationships, and What’s Ahead

Dec 1, 2025 • 18 minutes

Reflecting on a Transformative Year: Rebrand, Relationships, and What’s Ahead

How a Unified Brand Is Moving Wealth Management Forward.

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Charting the Course: Geneva October Release

Nov 24, 2025 • 19 minutes

Charting the Course: Geneva October Release

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From Evaluation to Implementation: The Dos and Don’ts for Selecting a Technology Vendor

Nov 12, 2025 • 29 minutes

From Evaluation to Implementation: The Dos and Don’ts for Selecting a Technology Vendor

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