Events & Webinars

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.

The SS&C Black Diamond^® Wealth Platform offers a vast integration network, allowing advisory firms to select and connect the technology solutions that best fit each firm’s unique business needs.

Watch the recording of a recent client-facing webinar and hear solution experts discuss the power of integrated technology and the extensive ecosystem available. You’ll learn how the team keeps clients up-to-date as they take a deep dive into the Black Diamond platform’s integrated opportunities.

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

Monitoring for and detecting elder financial abuse is an ever-increasing challenge in today’s digital environment. With an average loss of $34,000 per incident, having active and systematic detection procedures and processes can limit and in many cases prevent this kind of financial harm. SS&C’s experts, Martin Orbach and Shahyan Aly discuss best practices and tactics to identify and prevent financial abuse in accounts of senior and vulnerable investors.

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.

The CFA Institute introduced the ESG Disclosure Standards for Investment Products with the release of an exposure draft of the Standards in May 2021. This recorded session will highlight the requirements of the Standards and the benefits to asset managers and the investment management industry.