PODCAST · business
Tech It Up
by SS&C Advent
A monthly podcast featuring industry leaders and influencers discussing the latest in financial technology. Each episode offers fresh perspectives and thought-provoking conversations spanning across the wealth, asset, and alternative management landscape.
Episodes
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Introducing Black Diamond AI
AI is changing the way wealth management firms work, but the real opportunity lies in turning AI from a buzzword into practical technology that helps advisors work smarter. In this episode of Tech It Up, Ken Hall of SS&C Black Diamond Wealth Solutions joins us to introduce Black Diamond AI and...
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The New Reality of RIA Growth
Growth through mergers and acquisitions presents tremendous opportunity, but it also introduces new operational, cultural, and technology challenges. In this episode of Tech It Up, hosts Trent Berry and Jasmin Conner are joined by Lisa Crafford of Constellation Wealth Capital and Alex Frantz of...
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The Hidden Risks Inside Old Insurance Policies
Many clients own life insurance and long-term care policies that haven't been reviewed in years, sometimes decades. But changing interest rates, rising care costs, evolving product designs, and shifting financial goals can create risks that often go unnoticed. In this episode of Tech It Up…
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Cracking the Code: Geneva April Release
The time has come again to revisit another exciting deliver of SS&C Advent's Geneva, which continues to serve as our leading portfolio, fund, and investor accounting solution. Each release, happening twice a year, introduces a wide range of new features and enhancements designed to better support...
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Intentional Innovation: Building Reliable Crypto Capabilities
In crypto, volatility is unavoidable. Confidence is engineered. Crypto markets are defined by constant change — new assets, shifting venues, and rapid price movements. But while volatility may be inherent, the infrastructure supporting crypto trading doesn’t have to be reactive. In this episode…
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Operational Alpha: The Hidden Side of Asset Management
When most of the industry talks about alpha, the focus is on investment performance. But increasingly, leading firms are uncovering a different source of value: operational excellence. In this episode, we explore “Operational Alpha” and how disciplined execution across tax strategy, rebalancing,...
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The Multi-Manager Model: Scaling Complex Operations for Growth and Performance
Multi-manager funds have quietly emerged as one of the most dynamic and rapidly expanding segments of the hedge fund industry. In an environment where allocators are demanding consistency, disciplined risk management, and real downside protection, the multi-manager model is purpose-built to...
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Modern Philanthropy as a Strategic Advantage
Philanthropy is no longer just a year-end tax conversation. In this episode of Tech It Up, Susan McClure and Eric Hewitt of SS&C ALPS Advisors join Blake Rohde of TIFIN Give to explore how modern donor-advised fund infrastructure is transforming the role philanthropy plays in wealth management.…
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Financial Wellness at Scale for Advisory Firms
In this episode of Tech It Up, hosts Jasmin Conner and Trent Turner are joined by Michelle Greive to explore how operational wellness inside advisory firms directly impacts client financial wellness. They discuss why efficient workflows, unified data, and streamlined collaboration are critical to...
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From AI to SMAs: Trends That Shaped 2025
2025 was a year of transformation for the investment management industry, and we were here for all of it. In this special recap episode, Trent Berry and Jasmin Conner revisit the most impactful conversations from the past year. You’ll hear highlights from the expert voices who joined Tech It Up…
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Reflect, Refresh, and Reimagine: 2025 Product Innovations
From enhanced integrations and reporting capabilities to major updates across client experience and portfolio management, it’s been a transformative year for SS&C Black Diamond Wealth Solutions and our advisors. Join Leslie Martin and Michelle Greive, Directors of Product Management at SS&C as…
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Inside the Data: Pressures and Priorities Driving Investment Management Technology Decisions
Institutional Investor’s Sam Knox and SS&C Advent’s Valerie LaBarge unpack findings from a new research study on how investment management firms are approaching technology today. They explore where firms feel the most pressure, how teams are prioritizing modernization, and why integration and…
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Reflecting on a Transformative Year: Rebrand, Relationships, and What’s Ahead
In this year-end episode of Tech It Up, host Jasmin Conner talks with Jen Becher and Steve Leivent about the milestones that shaped 2025 for Black Diamond Wealth Solutions. They cover the impact of the rebrand, how advisor relationships strengthened, and the leadership lessons learned through a...
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Charting the Course: Geneva October Release
As our listeners have probably caught on, twice a year, SS&C Advent’s Geneva, our portfolio, fund, and investor accounting solution, releases a series of new features and enhancements to support our clients in setting the foundation for continued optimized operational efficiency. Talk about a...
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From Evaluation to Implementation: The Dos and Don’ts for Selecting a Technology Vendor
Selecting the right technology vendor can be complex and costly if done incorrectly. In this episode of Tech It Up, Jasmin Conner speaks with Jonathan Balkin from Alpha Alternatives to explore the challenges of selecting and implementing new technology. They discuss how consultancies can guide...
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Tax-Loss Tactics with SS&C ALPS Advisors
In this episode of Tech It Up, host Trent Berry sits down with Alex Hagmeyer, Co-Chief Investment Officer and Senior Director of Quantitative Research at SS&C ALPS, to unpack how advisors can elevate their approach to tax loss harvesting. Together, they explore how technology and continuous...
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The Art & Science of Measuring Private Equity Performance
More than half of global institutional investors now allocate 10% or more of their portfolios to private markets, and many plan to increase their allocations to private equity (PE) further, according to Aviva Investors . Why? Because PE helps investment managers deliver diversification,...
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Planning for the Unpredictable: Long-Term Care Conversations Advisors Need to Be Having
This week, Jasmine Conner, Trent Berry, and guest Amy Arnett, Vice President of Insurance Solutions at DPL Financial Partners, cover how advisors can approach long-term care planning conversations with confidence and clarity. With October marking Long-Term Care Awareness Month, we explore why…
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AI Everywhere: What's Real, What's Not, and What Works
AI isn’t magic—and treating it like it is wastes time, money, and effort. In this episode of Tech It Up, Alex Schlesinger joins hosts Trent Berry and Jasmin Conner to cut through the hype, call out common missteps, and showcase how to identify the use cases where AI actually delivers lasting…
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Merging Minds, Managing Machines: AI Risk in M&A
Mergers and acquisitions bring both opportunity and complexity, especially when it comes to technology and AI. In this episode of Tech It Up, hosts Trent Berry and Jasmin Conner talk with Verity Larsen, Founder and CEO of Versoft, about how to create a clear 90-day consolidation plan, decide…
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Strategic Structures: Managed Accounts to Meet Market Demands
In this episode of Tech It Up, we discuss an increasingly popular star of the investment management world: personalized and diversified portfolios through managed accounts Today, personalization and flexibility across assets and strategies are top investor demands that managers can meet through...
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Introducing SS&C Black Diamond Wealth Solutions with Steve Leivent
In this milestone episode of Tech It Up, hosts Trent Berry and Jasmine Conner sit down with Steve Leivent, Senior Vice President and Co-General Manager of SS&C Wealth & Investment Technologies, to discuss the strategic rebrand to SS&C Black Diamond Wealth Solutions. With decades of experience and…
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Extra Credit: Harnessing Loan Data for Insights & Intelligence
This special edition of Tech It Up features a conversation between industry experts Catherine Daly of SS&C Advent, Kevin Gallagher of Bain Capital Credit, and Nick Libertiny of Sound Point Capital Management, where they sat down to discuss the transformation of the loan data market. They cover…
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From Reports to Relationships: Elevating the Advisor Experience
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...
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Embracing Multi-Asset, Multi-Strategy Portfolios
Out with the old, in with the new. The classic 60/40 model is on the decline, and multi-asset and multi-strategy portfolios are stepping into the spotlight. AUM in multi-asset investments have grown from under $2 trillion in 2003 to approximately $16 trillion in 2023. In this episode, host Trent...
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Amplifying Operations with the April Geneva Release
In a market where the demand for investor due diligence is rapidly rising, staying competitive requires more than just keeping up - it calls for amplifying operations at every level. The team is constantly working to deliver strategic enhancements to the platform, designed to help clients stay...
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The Future of WealthTech: AI, Digital Transformation & Doing Good with Tech
In this episode of Tech It Up, hosts Trent Barry and Jasmine Conner speak with Doug Fritz, Co-Founder and Executive Chairman of F2 Strategy. Topics include: Key shifts in wealth management over the past decade The role of personalization and predictive tools Gaps in tech stacks and how to address...
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Whole in One: Teeing Up a Comprehensive Alternatives Investment Platform
The lines between different asset classes continue to blur. Firms with roots in hedge funds or private equity are branching into private credit, real estate, venture capital, or infrastructure funds. In this episode, our hosts are joined by Raya Gabry, Senior Director of Product Management, SS&C...
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No More K-1 Chaos: Tech That Tames Tax Season
This week, Jeffrey Cohen, Patton Weber, and our hosts Trent Berry and Jasmine Conner cover how advisors can streamline K-1 season using automation, integration, and industry expertise to ease tax season pressures and enhance client service. Topics discussed: The challenges of alternative…
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Decoding Performance & Attribution: What Active Managers Need to Know
Every asset manager uses performance measurement and attribution to communicate results and understand performance drivers, but one size doesn’t fit all. Active investment managers especially benefit from deep performance analytics and meaningful attribution methods that go beyond the basics to...
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The Great Wealth Transfer | Winning the Next Generation
Younger investors value more than just returns—they want meaningful relationships, seamless technology, and personalized guidance. In this episode, we explore how financial advisors can build deeper connections, engage the next generation, and leverage technology to enhance (not replace) the…
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The Rise of SMAs: Why Investors Are Making the Shift
In this episode of Tech It Up, Jasmin Conner and Trent Berry are joined by Tim Duffy, Senior Solutions Manager at SS&C Advent. Together, they explore one of the fastest-growing trends in asset management – separately managed accounts (SMAs). Tim breaks down the key drivers behind SMA growth, the...
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Holistic Financial Planning: The Future of Wealth Management
Join hosts Trent Barry and Jasmine Conner on this episode of Tech It Up as they dive into the future of wealth management with Bryan Klein, Product Manager at SS&C Black Diamond. Bryan shares his journey from earning his CFP and master’s degree to helping advisory firms deliver holistic financial...
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Bells and Whistleblowers: A conversation on whistleblower protection, AML and KYC requirements, and insider trading
Our hosts sit down with Sara Raisner, a Partner at A&O Shearman, for a conversation covering whistleblower protection, AML and KYC requirements, and insider trading. At A&O Shearman, Sara focuses on regulatory examination and enforcement matters, internal investigations, and securities-related...
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Mastering Negotiation for Female Financial Advisors
In this episode, we explore the art of negotiation for female financial advisors. Our guest, Shelby Nicholl—founder of Muriel Consulting and host of the Kick It Open podcast—shares insights from her 25 years in wealth management, including leadership roles at LPL Financial and Edward Jones. She...
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Optimizing Operations for RIAs: Insights on Successful Firm Transformations
In this episode of Tech It Up, Jasmin Conner and Trent Berry are joined by Joe Metcalf, IT & Operations Manager at Vestia and consultant to RIAs, to discuss operational challenges and technological transformations in the wealth management industry. Joe shares insights on tailoring tech...
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Speed and Precision at Scale: The Power of a Unified Platform
How do investment firms stay competitive in an industry defined by rapid change and increasing complexity? Explore how a connected investment platform enables firms to scale, optimize workflows, and respond to evolving investor demands with precision.
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Demystifying the Exponential Rise in Private Credit
Alternative investments have seen incredible growth during the past few decades. Private credit, a form of lending to companies by institutions other than banks, has also been growing at an extremely fast rate. In this podcast, Trent and Jasmin are joined by Brant Snyder, Director of Product...
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Building Wealth with Unique Assets: Insights on Ultra-High-Net-Worth Asset Management
Join hosts Trent Berry and Jasmin as they dive into the fascinating world of unique assets in this episode of Building Wealth with Unique Assets: Insights on Ultra-High-Net-Worth Asset Management. Featuring Taylor Franklin, Oil and Gas Portfolio Manager, and Sam Katigan, VP of Unique Assets at…
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All You Need is a Plan: Geneva October Release
Achieving operational Alpha is simpler than you may think… All You Need is a Plan. Join our hosts as they sit down with Karen Meehan and Patrick Mooney to dive into how you and your team can utilize the updated features of the October release to reach peak operational efficiency. Guest Speaker:...
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Optimizing Decisions: Addressing Challenges in Portfolio Analytics
Don’t let performance complexity hold your firm back. Investment managers are diversifying across multiple asset classes and security types, adding complexity to performance analytics. Yet, many firms often rely on patchwork technology and legacy systems, leading to data silos and reconciliation...
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Starting Up Right: Accounting Must Haves
Are you tracking investments in spreadsheets or starting out with limited accounting and reporting software? Tune in to our latest Tech It Up episode, where we discuss the challenges startups and emerging funds face building out their investment operation from a back-office perspective. Together…
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Understanding SEC Compliance with SS&C
As the regulatory landscape continues to evolve in ways not seen since the 2008 financial crisis, understanding how to balance strategic investment activities with compliance demands is key. Tune in to hear Joanne Kane, Chief Compliance Officer at SS&C, as she unravels the complexities of the...
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Go Your Own Way: From Wall Street to RIA
From the high pressures of Wall Street cold calling to becoming the Founder and CEO of Sovereign Financial Group and goRIA, Chuck Failla joins us on Tech It Up to discuss his career journey and the increasing trend of advisors going independent. We explore the driving forces behind this shift…
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Meeting the Investor Demand: Agility. Scalability. Quality.
Is your tech stack keeping up with industry demands? As the industry trends towards more diverse offerings, especially among firms serving both institutional and private wealth clients, the demand for robust, adaptable technology is even more critical. Firms are grappling with revenue pressure…
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The Power of Alternative Data
In this episode of Tech It Up, we explore the world of alternative data, revealing how it is revolutionizing investment management. Together, we unravel the mysteries of the unique advantages it offers and its potential to drive firms ahead of the competition. Join us as industry insider Matt...
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Behind the Innovation
In this episode of Tech It Up, we delve into the cutting-edge enhancements to our asset management solutions, exploring key trends and innovations shaping the industry and our technology, such as tax-loss harvesting, increase in separately managed accounts, and operational transparency. Rita…
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Driving Operational Alpha with the April Geneva® Release
With mounting pressure to keep pace with demand for investor due diligence, today’s market is full of challenges to stay competitive. This is why the Geneva® team works tirelessly to ensure the platform continues evolving. Join John Berthiaume and Claire Fix as they dive into what enhancements…
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Adapting to Change: The Future of AI in Investment Management
Are you curious to learn how AI is shaping the financial industry? Then don't miss out on this insightful conversation with industry leaders at the forefront of this transformation. The discussion covers a variety of topics, from a firm's primary concerns while implementing AI, to how it's…
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Ready. Set. Go. Building the Front Office Platform of Tomorrow
Tune in as we trace the journey of order creation and execution technology from simple tools for tracking phone orders to becoming the indispensable cornerstone for the front office they are today. We discuss the evolution of trading, how the landscape has fundamentally shifted, and the current...
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ABOUT THIS SHOW
A monthly podcast featuring industry leaders and influencers discussing the latest in financial technology. Each episode offers fresh perspectives and thought-provoking conversations spanning across the wealth, asset, and alternative management landscape.
HOSTED BY
SS&C Advent
CATEGORIES
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Frequently Asked Questions
How many episodes does Tech It Up have?
Tech It Up currently has 73 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Tech It Up about?
A monthly podcast featuring industry leaders and influencers discussing the latest in financial technology. Each episode offers fresh perspectives and thought-provoking conversations spanning across the wealth, asset, and alternative management landscape.
How often does Tech It Up release new episodes?
Tech It Up has 73 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Tech It Up?
You can listen to Tech It Up on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Tech It Up?
Tech It Up is created and hosted by SS&C Advent.
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