Wealthies Circle Podcast: The Future of Advisor and Client Engagement Using Black DiamondWealthies Circle Podcast: The Future of Advisor and Client Engagement Using Black Diamond
SS&C Advent's Steve Leivent describes the advisor problem the Black Diamond Wealth Platform is trying to solve.
September 23, 2021
In this episode, David Armstrong is joined by Steve Leivent, the SVP and co-general manager of SS&C Advent’s Advisory business, to discuss his firm’s recognition in the 2021 Wealthmanagement.com Industry Awards for the Technology Category of Rebalancing and Client Portals for their Black Diamond Wealth Platform.
Steve Leivent
In this episode, you will learn:
Steve Leivent’s background and role with SS&C Advent
The advisor problem Black Diamond is trying to solve
How continuous advisor feedback helps guide the iterations of Black Diamond
The future of technology integration in advisor workflows
Which areas of technology have accelerated during the pandemic and what has been eliminated
SS&C’s initiatives towards cybersecurity and protecting their client’s data
