WealthTech Winners Circle Podcast: Providing a Better Advisor & Client ExperienceWealthTech Winners Circle Podcast: Providing a Better Advisor & Client Experience
SS&C Advent Senior VP Steve Leivent describes how Black Diamond assists advisors with their client experience and some of the biggest challenges they face.
May 7, 2020
In this episode, Tim Welsh, President of Nexus Strategy and consultant to the WealthManagement Industry Awards, speaks with Steve Leivent, senior VP at SS&C Advent Advisory responsible for the business development of Black Diamond. In 2019, SS&C Advent was a double Wealthies winner. They won an award for their Best Client Portal - Black Diamond Wealth Platform as well as Best Portfolio Management, Accounting, and Performance Reporting - Black Diamond Wealth Platform.
Steve Leivent
In this episode, you will learn:
How SS&C is continuing to assist advisors with their client experience
From the tech perspective, what are some of the advisors biggest challenges
Why it is essential to keep your tech stack up to date
What the future holds for Black Diamond
And more!
Tune in now and learn how to streamline your business functions to create a better client experience.
