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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…
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…
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,…
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…
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.…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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Tech It Up has published 69 episodes since April 2021, covering topics in Business.
Tech It Up is currently moderate with new episodes every 2 weeks. Average episode length is 21m.
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