Castuner

Tech It Up

SS&C Advent

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.

Poddens webbplats

Lyssna i din app

Avsnitt

73 avsnitt

  1. Simplifying Alternative Investment Cash Flow Planning 11:53
  2. Introducing Black Diamond AI 13:14
  3. The Hidden Risks Inside Old Insurance Policies 27:55
  4. Cracking the Code: Geneva April Release 19:55
  5. Intentional Innovation: Building Reliable Crypto Capabilities 9:39
  6. Operational Alpha: The Hidden Side of Asset Management 21:34
  7. The Multi-Manager Model: Scaling Complex Operations for Growth and Performance 21:24
  8. Modern Philanthropy as a Strategic Advantage 36:41
  9. Financial Wellness at Scale for Advisory Firms 12:11
  10. From AI to SMAs: Trends That Shaped 2025 20:46
  11. Reflect, Refresh, and Reimagine: 2025 Product Innovations 24:03
  12. Inside the Data: Pressures and Priorities Driving Investment Management Technology Decisions 26:57
  13. Reflecting on a Transformative Year: Rebrand, Relationships, and What’s Ahead 17:17
  14. Charting the Course: Geneva October Release 18:50
  15. From Evaluation to Implementation: The Dos and Don’ts for Selecting a Technology Vendor 28:09
  16. Tax-Loss Tactics with SS&C ALPS Advisors 29:59
  17. The Art & Science of Measuring Private Equity Performance 12:13
  18. Planning for the Unpredictable: Long-Term Care Conversations Advisors Need to Be Having 19:28
  19. AI Everywhere: What's Real, What's Not, and What Works 11:50
  20. Merging Minds, Managing Machines: AI Risk in M&A 19:49
  21. Strategic Structures: Managed Accounts to Meet Market Demands 19:08
  22. Introducing SS&C Black Diamond Wealth Solutions with Steve Leivent 18:57
  23. Extra Credit: Harnessing Loan Data for Insights & Intelligence 28:07
  24. From Reports to Relationships: Elevating the Advisor Experience 16:29
  25. Embracing Multi-Asset, Multi-Strategy Portfolios 8:27
  26. Amplifying Operations with the April Geneva Release 23:11
  27. The Future of WealthTech: AI, Digital Transformation & Doing Good with Tech 23:36
  28. Whole in One: Teeing Up a Comprehensive Alternatives Investment Platform 11:16
  29. No More K-1 Chaos: Tech That Tames Tax Season 15:57
  30. Decoding Performance & Attribution: What Active Managers Need to Know 16:02
  31. The Great Wealth Transfer | Winning the Next Generation 14:45
  32. The Rise of SMAs: Why Investors Are Making the Shift
  33. Holistic Financial Planning: The Future of Wealth Management 23:04
  34. Bells and Whistleblowers: A conversation on whistleblower protection, AML and KYC requirements, and insider trading 20:21
  35. Mastering Negotiation for Female Financial Advisors 19:36
  36. Optimizing Operations for RIAs: Insights on Successful Firm Transformations 21:22
  37. Speed and Precision at Scale: The Power of a Unified Platform 24:07
  38. Demystifying the Exponential Rise in Private Credit 17:26
  39. Building Wealth with Unique Assets: Insights on Ultra-High-Net-Worth Asset Management 27:18
  40. All You Need is a Plan: Geneva October Release 10:51
  41. Optimizing Decisions: Addressing Challenges in Portfolio Analytics 24:29
  42. Starting Up Right: Accounting Must Haves 20:14
  43. Understanding SEC Compliance with SS&C 16:59
  44. Go Your Own Way: From Wall Street to RIA 30:12
  45. Meeting the Investor Demand: Agility. Scalability. Quality. 14:40
  46. The Power of Alternative Data 17:19
  47. Behind the Innovation 17:45
  48. Driving Operational Alpha with the April Geneva® Release 30:07
  49. Adapting to Change: The Future of AI in Investment Management 26:15
  50. Ready. Set. Go. Building the Front Office Platform of Tomorrow 23:04