John Milne, Sr Director of Product Management and Strategy at Black Diamond, discusses how we continue to invest in developing enhancements and new product offerings of the SS&C Black Diamond® Wealth Platform based on the feedback we hear from advisors.
We are excited to host a superb lineup of curated sessions for our SS&C Advent clients. Join us for conversations on current initiatives, industry and market trends, as well as hands-on tutorials through the ever-popular labs series. As always, SS&C Deliver will provide ample networking opportunities with industry colleagues and product experts.
Learn from Matt Ahlstrand, VP of Solutions Management and Consulting, about the importance of having an independent book of record.
Time to get out of the pool? The shift to separate accounts provides a personalized experience for investors. This shift can have a significant impact on a firm's front-office efficiency and operations. Hear more from Boris Bykhovsky, VP of Solutions Management.