Tech It Up
By SS&C Advent
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Category: Business
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Episodes: 70
Description
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.
| Episode | Date |
|---|---|
|
Cracking the Code: Geneva April Release
|
Jun 03, 2026 |
|
Intentional Innovation: Building Reliable Crypto Capabilities
|
Apr 14, 2026 |
|
Operational Alpha: The Hidden Side of Asset Management
|
Apr 07, 2026 |
|
The Multi-Manager Model: Scaling Complex Operations for Growth and Performance
|
Mar 18, 2026 |
|
Modern Philanthropy as a Strategic Advantage
|
Mar 16, 2026 |
|
Financial Wellness at Scale for Advisory Firms
|
Jan 26, 2026 |
|
From AI to SMAs: Trends That Shaped 2025
|
Jan 14, 2026 |
|
Reflect, Refresh, and Reimagine: 2025 Product Innovations
|
Dec 18, 2025 |
|
Inside the Data: Pressures and Priorities Driving Investment Management Technology Decisions
|
Dec 15, 2025 |
|
Reflecting on a Transformative Year: Rebrand, Relationships, and What’s Ahead
|
Dec 01, 2025 |
|
Charting the Course: Geneva October Release
|
Nov 24, 2025 |
|
From Evaluation to Implementation: The Dos and Don’ts for Selecting a Technology Vendor
|
Nov 12, 2025 |
|
Tax-Loss Tactics with SS&C ALPS Advisors
|
Nov 10, 2025 |
|
The Art & Science of Measuring Private Equity Performance
|
Oct 08, 2025 |
|
Planning for the Unpredictable: Long-Term Care Conversations Advisors Need to Be Having
|
Oct 03, 2025 |
|
AI Everywhere: What's Real, What's Not, and What Works
|
Sep 17, 2025 |
|
Merging Minds, Managing Machines: AI Risk in M&A
|
Aug 21, 2025 |
|
Strategic Structures: Managed Accounts to Meet Market Demands
|
Aug 04, 2025 |
|
Introducing SS&C Black Diamond Wealth Solutions with Steve Leivent
|
Jul 22, 2025 |
|
Extra Credit: Harnessing Loan Data for Insights & Intelligence
|
Jul 10, 2025 |
|
From Reports to Relationships: Elevating the Advisor Experience
|
Jun 30, 2025 |
|
Embracing Multi-Asset, Multi-Strategy Portfolios
|
Jun 05, 2025 |
|
Amplifying Operations with the April Geneva Release
|
Jun 03, 2025 |
|
The Future of WealthTech: AI, Digital Transformation & Doing Good with Tech
|
Jun 02, 2025 |
|
Whole in One: Teeing Up a Comprehensive Alternatives Investment Platform
|
May 06, 2025 |
|
No More K-1 Chaos: Tech That Tames Tax Season
|
Apr 28, 2025 |
|
Decoding Performance & Attribution: What Active Managers Need to Know
|
Apr 10, 2025 |
|
The Great Wealth Transfer | Winning the Next Generation
|
Mar 24, 2025 |
|
The Rise of SMAs: Why Investors Are Making the Shift
|
Mar 13, 2025 |
|
Holistic Financial Planning: The Future of Wealth Management
|
Feb 18, 2025 |
|
Bells and Whistleblowers: A conversation on whistleblower protection, AML and KYC requirements, and insider trading
|
Feb 10, 2025 |
|
Mastering Negotiation for Female Financial Advisors
|
Feb 03, 2025 |
|
Optimizing Operations for RIAs: Insights on Successful Firm Transformations
|
Jan 15, 2025 |
|
Speed and Precision at Scale: The Power of a Unified Platform
|
Jan 02, 2025 |
|
Demystifying the Exponential Rise in Private Credit
|
Dec 16, 2024 |
|
Building Wealth with Unique Assets: Insights on Ultra-High-Net-Worth Asset Management
|
Dec 04, 2024 |
|
All You Need is a Plan: Geneva October Release
|
Nov 15, 2024 |
|
Optimizing Decisions: Addressing Challenges in Portfolio Analytics
|
Nov 06, 2024 |
|
Starting Up Right: Accounting Must Haves
|
Oct 15, 2024 |
|
Understanding SEC Compliance with SS&C
|
Aug 23, 2024 |
|
Go Your Own Way: From Wall Street to RIA
|
Aug 05, 2024 |
|
Meeting the Investor Demand: Agility. Scalability. Quality.
|
Jul 11, 2024 |
|
The Power of Alternative Data
|
Jun 14, 2024 |
|
Behind the Innovation
|
May 30, 2024 |
|
Driving Operational Alpha with the April Geneva® Release
|
May 21, 2024 |
|
Adapting to Change: The Future of AI in Investment Management
|
Apr 30, 2024 |
|
Ready. Set. Go. Building the Front Office Platform of Tomorrow
|
Apr 04, 2024 |
|
Bracing for T+1
|
Mar 08, 2024 |
|
The Caesars Palace Coup
|
Feb 05, 2024 |
|
Finding Balance - Compliance in the Wealth Management Industry
|
Jan 31, 2024 |
|
Uncovering Growth Opportunities in Investment Management
|
Jan 12, 2024 |
|
Innovations and Strategies Shaping our Investment Community
|
Dec 07, 2023 |
|
Time to End the Paper Chase | Investing in Loans
|
Nov 08, 2023 |
|
Future Proofing Your Business | 23.2 Geneva Release
|
Nov 01, 2023 |
|
The Search for Scalable Growth in a Complex Market
|
Oct 11, 2023 |
|
Navigating SEC Regulations, Compliance, and Trends in Investment Management
|
Sep 05, 2023 |
|
SEC Marketing Rules: Insights from an SEC Expert
|
Jul 27, 2023 |
|
Insights on Providing Holistic Financial Advice in Wealth Management
|
Jan 03, 2023 |
|
The New Era of Product Development
|
Dec 16, 2022 |
|
Powered by Purpose: Full Speed Ahead
|
Nov 03, 2022 |
|
Challenges, Performance, and Opportunity: The Evolving Story of ESG Investing
|
Oct 14, 2022 |
|
Managed Services: Not One Size Fits All
|
Jun 23, 2022 |
|
The Expanding Wealth Tech Universe: No longer a tiny sliver in the technology universe
|
Oct 25, 2021 |
|
Is Diversity and Inclusion Key to Attracting Talent and New Business?
|
Aug 03, 2021 |
|
Commission-Free Annuities - A Game Changer
|
Jul 20, 2021 |
|
Women in Fintech
|
Jul 07, 2021 |
|
Marketing to New Investors and Retaining the Old
|
May 17, 2021 |
|
U.S. Wealth Advisors - ESG Investing: New Investors are Walking the Walk
|
May 17, 2021 |
|
Introduction
|
Apr 14, 2021 |
|
G1 vs G2 Advisors Selling Strategies | Technology and Do Millennials Know all?
|
Apr 14, 2021 |