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Black Diamond momentum key to SS&C Advent’s next chapter

As I take on a broader role at SS&C Advent and look more deeply at the solutions our Advisory clients use and enjoy, I recognize the gem we have in the Black Diamond wealth platform. We will continue to direct

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Posted in Black Diamond Performance Reporting, Wealth Management and Financial Planning

The final mile of advisor technology

As advisor technology continues to grow and evolve with the latest technologies and innovation, advisors face a constant game of catch up. What was cutting-edge only a few years ago is now often a dated application that doesn’t integrate with

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Posted in Advisors, Black Diamond Performance Reporting, Technology, Wealth Management and Financial Planning

DOL, Cybersecurity and Risk Analysis Get Top Billing at T3 Enterprise Conference

If you are looking for the top trends in wealth management technology today, then look no further than the annual Technology Tools for Today (T3) Enterprise conference.  Targeting executives at the largest RIAs and independent broker dealers, T3 Enterprise is

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Posted in Advisors, Asset Managers, Compliance, Regulation, Compliance, and Security, Technology, Wealth Management

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