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.
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