
As alternative investments become a larger part of client portfolios, advisors are facing a growing challenge around understanding and planning for capital calls, distributions and liquidity. Much of this work still...


business
Hosted by SS&C Advent · business · EN
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.
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Contact path
Verified email
Booking probability
42%
Guest openness
Selective
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Signup to Generate a PitchA 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.
Tech It Up is hosted by SS&C Advent. The show has published 72 episodes to date.
Recent episodes include "Simplifying Alternative Investment Cash Flow Planning" (26 October 2026, 12 minutes), "Introducing Black Diamond AI" (20 August 2026, 13 minutes), and "The New Reality of RIA Growth" (13 July 2026, 13 minutes).
Tech It Up publishes roughly monthly, with episodes averaging 20 minutes across 72 episodes.
Booking probability for Tech It Up is 42%, and the host is rated Selective on guests. Tech It Up requires a Pod Score of 80 or higher. Tech It Up's contact route on record: verified email.
The strongest fits for Tech It Up are IT Services & Software Development and Investment Banking & Trading. Tech It Up has a business audience.
SS&C Advent hosts Tech It Up, a business podcast with 72 episodes published.
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As alternative investments become a larger part of client portfolios, advisors are facing a growing challenge around understanding and planning for capital calls, distributions and liquidity. Much of this work still...

Tech It Up
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...

Tech It Up
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...

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...

Tech It Up
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...

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...

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...

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...

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...

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...

Tech It Up
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...

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...

Tech It Up
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...

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...

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...

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...

Tech It Up
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...

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...

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...

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...
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