From Reports to Relationships: Elevating the Advisor Experience

from Tech It Up · host SS&C Advent

In this episode of Tech It Up, Black Diamond product leaders Michael Persin and Leslie Martin share how advisors can level up client engagement through personalized portals, real-time collaboration tools, and integrated financial planning. If you’re looking to deepen client relationships and modernize your practice, this is one you won’t want to miss.

Episode metadata supplied by the publisher feed · Published Jun 30, 2025

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From Reports to Relationships: Elevating the Advisor Experience

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This episode was published on June 30, 2025.

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