Skip navigation
Wealthies Circle Podcast

Wealthies Circle Podcast: The Future of Advisor and Client Engagement Using Black Diamond

SS&C Advent's Steve Leivent describes the advisor problem the Black Diamond Wealth Platform is trying to solve.

 

In this episode, David Armstrong is joined by Steve Leivent, the SVP and co-general manager of SS&C Advent’s Advisory business, to discuss his firm’s recognition in the 2021 Wealthmanagement.com Industry Awards for the Technology Category of Rebalancing and Client Portals for their Black Diamond Wealth Platform. 

steve-leivent-black-diamond.jpeg

Steve Leivent

In this episode, you will learn:

  • Steve Leivent’s background and role with SS&C Advent
  • The advisor problem Black Diamond is trying to solve
  • How continuous advisor feedback helps guide the iterations of Black Diamond
  • The future of technology integration in advisor workflows
  • Which areas of technology have accelerated during the pandemic and what has been eliminated 
  • SS&C’s initiatives towards cybersecurity and protecting their client’s data  

Listen to the Wealthies Circle Podcast

TAGS: Industry
Hide comments

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Publish