In this episode, Tim Welsh, President of Nexus Strategy and consultant to the WealthManagement Industry Awards, speaks with Steve Leivent, senior VP at SS&C Advent Advisory responsible for the business development of Black Diamond. In 2019, SS&C Advent was a double Wealthies winner. They won an award for their Best Client Portal - Black Diamond Wealth Platform as well as Best Portfolio Management, Accounting, and Performance Reporting - Black Diamond Wealth Platform.
In this episode, you will learn:
- How SS&C is continuing to assist advisors with their client experience
- From the tech perspective, what are some of the advisors biggest challenges
- Why it is essential to keep your tech stack up to date
- What the future holds for Black Diamond
- And more!
Tune in now and learn how to streamline your business functions to create a better client experience.