Alex Frantz joins us from SS&C Advent to share what’s new with the Black Diamond portfolio management platform for financial advisors.
Here’s what else you can learn about in this episode:
Which WealthTech firms are doing the most to improve digital client experience for investors and their advisors
Why industry surveys are not a great resource for advisors to rely on when choosing technology
What Alex’s favorite taco spot is in San Diego
Listen below to the ful episode of Taco Tech right now.
Learn more about SS&C Advent, courtesy of advent.com.
SS&C Advent delivers financial technology solutions and services to financial services clients in the asset management, wealth management, and alternative investment space around the globe.
We are a passionate team of innovators dedicated to helping our clients compete and thrive in the ever-changing investment management industry. Our success today is rooted in our 30-year history and driven by the success of our clients.
With a deep understanding of your needs, now and in the future, we aim to function as an extension of your firm, providing you with the performance reporting and operational solutions you need to reach your business goals.
Click here to sign up for the Three Crowns newsletter or connect with a member of Three Crowns today to make the most of your firm’s marketing.