Kyle Fleming is a Senior Manager of Product Development for SS&C Advent, focused on connecting Advisors and their Clients while driving Advisor efficiency through technology. He achieves this primarily through his work on the SS&C Black Diamond® Wealth Platform. Kyle has worked in the financial technology space for over a decade and specializes in product strategy, early-stage product development, and cross-platform initiatives. Kyle is a CFA® charter holder and a member of the CFA Institute and CFA Society of Jacksonville, FL.
Jan 3, 2023 • 35 minutes
Experts advise on how having the right technology in place for scaling financial planning and insurance and annuities help advisors create a holistic wealth management experience for their clients.
Apr 7, 2026 • 22 minutes
How disciplined execution, tax-aware strategies, and scalable technology are redefining where true alpha is created in modern asset management.
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