Hosted by SS&C Advent · 🇺🇸 US · EN · 71 episodes
Established thought leaders with verified media credentials.
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.
SS&C Advent hosts Tech It Up, a business show with 71 episodes published.
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 c
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, introd
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 infrastruc
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 “Operat
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, an
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 infra
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 eff
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 pas
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 Les
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 pr
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 advis
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 th
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
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 ta
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 cla
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
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 o
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 as
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 r
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Tech It Up is hosted by SS&C Advent. The show is categorised under business and has published 71 episodes.
Tech It Up has published 71 episodes.
Tech It Up regularly covers business. It sits in the business category.
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Episodes of Tech It Up average 21 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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