Events & Webinars

As part of our unwavering commitment to our client's success, each year, product leaders present information detailing work completed the previous year and outline the roadmap for the year ahead.

Watch our 2024 SS&C Black Diamond Wealth Platform Kickoff webinar to learn how we keep our clients informed and discover the innovations that can help shape a prosperous year ahead for your wealth management firm.

This panel of industry experts discusses how investment managers are responding to the industry’s complex and changing demands. The panel explores opportunities for growth across a diverse mix of investment options and strategies, including SMAs, active ETFs, and tax optimization.

As the investment management space evolves, managers face an array of challenges. To help navigate this ever-changing and complex landscape, SS&C Advent partnered with the Institutional Investor Custom Research Lab and surveyed 150 investment management professionals to identify their biggest challenges and their most likely approaches to solving them.

Listen as Aani Nerlekar, Senior Director, SS&C Advent and industry peers for a discussion on the evolution of the credit and derivatives markets and how managers are leveraging technology to move toward an automated future.

Investment firms are turning to tax-loss harvesting to mitigate tax impacts and gain a competitive edge. To achieve this, one popular method is through direct indexing, and another is by taking a more personalized approach to complement existing strategies.

Watch this webinar as industry experts explore the drivers and benefits of direct indexing, considerations of implementing direct indexing strategies, and personalized approaches to tax-loss harvesting.

The Federal Reserve's dance with interest rates has sent ripples through the financial world, leaving cash investors with a critical question: where do we go from here? Are we at the peak of this cycle, or is this just a temporary plateau?

Experts from R&T Deposit Solutions help you gain the knowledge and insights you need to navigate the new landscape confidently.

Hear Tim Welsh, President & Founder, of Nexus Strategy, and Kyle Fleming, Product Management, of SS&C Black Diamond^® Wealth Platform, discuss practical strategies to adapt to these shifts and excel in the face of modern challenges. Tim and Kyle delve into how financial advisors are reevaluating their service models, client communication strategies, and client retention tactics to ensure the sustainability of their business.

Wealth advisors are entering 2023 with a sharp focus on their client’s needs during increased market volatility. As they consider their technology spend, both growth and improving the client experience are top priorities.

This pivot marks a change from the back-office investments that have largely dominated technology spending over the last several years.

Given the pace of today’s markets and the speed and volume of news cycles, technology increasingly offers the best solution for protecting your firm and your clients from breaches of trust like insider trading.

Watch the recording of a recent webinar and hear experts from SS&C and MT Newswires discuss the latest innovative offering to help compliance officers identify instances of insider trading and trading ahead of the news.

As investors diversify their investment strategies, operational complexity increases and managers are required to respond quickly and consistently to any changes in their back office routine. Listen as SS&C Advent experts discuss the benefits of deploying the Geneva^® suite. Recognized globally as the best technology platform for asset management, portfolio and shareholder accounting, our solutions break through operational obstacles and drive your business growth.

Please note this webinar is in Portuguese.

It’s a great time to be in the private equity business as investor enthusiasm continues to grow. With private markets attracting larger amounts of capital and gaining greater influence in the global financial system, regulators are rethinking fund requirements. Firms are adapting to this change by adjusting investor terms, including complex fee structures and return calculations that can present substantial operational issues.

Accurately allocating profits, losses, expenses, and tax impacts among individual investors requires a combination of expertise and technology. Listen to SS&C Advent experts as they discuss market trends, operational challenges, and leveraging technology in this dynamic landscape.

Listen to experts from Anagenesis Capital Partners, Star Mountain Capital, and SS&C Advent for an in-depth discussion on how to achieve operational excellence for private credit and private debt strategies.

The SS&C Salentica CRM seamlessly connects to the Black Diamond® Wealth Platform – empowering both solutions to work better together.

A recent Salentica and Black Diamond webinar for existing clients discussed new enhancements underway to advance this purpose-built integration. In this session, you’ll hear product and solution experts as they take a deep dive into the features and functionality that our current clients know and love, including:

• Activity management and how InTouch from Salentica helps organize and plan outreach
• Best practices for workflow automation
• And much more

The SS&C Trust Suite merges the power of industry-leading offerings from SS&C Innovest, the Black Diamond® Wealth Platform, and SS&C Salentica. This session discusses how these powerhouses work together to deliver end-to-end trust-enabled wealth management capabilities.