Connect with Tech
Connect with Tech
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The CRM Relationship
The value of the CRM and its integration within SS&C’s Black Diamond Wealth Platform.
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John Milne – May, 5, 2022
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Trusts and the Perception of Accessibility
Why trusts need to be a part of your investors’ portfolio.
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Michelle Greive – April, 7, 2022
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Compliance and the ESG Tie In
Protecting investors to the best of our ability.
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Shahyan Aly – March, 17, 2022
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Personalization: The Evolving Path of Wealth Management
Customizing an investor’s portfolio requires the right financial tech solutions.
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John Milne – March, 3, 2022
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Keeping Service at the Forefront
Examining the Holistic Client Experience to Ensure Service Remains the Focus
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Jen Becher & Katie Terry – February, 17, 2022
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Shifting Capacity Towards High-value Activities
The Path Towards Reducing Repetitive Operational Work
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John Milne – February, 3, 2022
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Looking Ahead Into 2022
The Journey ahead for advisors & the SS&C Black Diamond Wealth Platform
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Kyle Fleming – January, 20, 2022
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Platform Progress: A Recap of New Innovation Launched in 2021
A year-in-review of product enhancements released within SS&C’s Black Diamond Wealth Platform to improve the advisor and client relationship.
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Kyle Fleming – December, 16, 2021
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Monitoring and Rebalancing: Key maintenance tasks for end-of-year review
Position clients for more successful outcomes by performing this year-end checklist.
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Kyle Fleming – December, 2, 2021
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CRM: Powering an Outstanding Service Experience
Always on, always available, and always moving your firm forward.
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Leah Stoney – November, 9, 2021
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Off to a Great Start with Data Authorization
Establishing a foundation for the future.
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Katie Terry & Kassidy Kinkel – October, 28, 2021
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Client Relationships: The Heart of Your Advisory Practice
Holistic client relationship encompass the past, present, and future.
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Joey Marchy – October, 14, 2021
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Yes, You Can Still Market Effectively Within the New SEC Rules
Communicating your value proposition in a compliant manner.
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Shahyan Aly – September, 30, 2021
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A Tailored Approach to Technology Conversions
Technology implementation designed to help advisory firms succeed.
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Adam Anker & Bryan Brookman-Jones – August, 31, 2021
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Realizing ESG’s Full Potential in Wealth Management
Environmental, social, and governance investing has proven to attract, retain, and serve the needs of today’s investors.
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Karen Sears – August, 12, 2021
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Advisors, the New Conductors of Tech
Orchestrating workflows with little effort. This is no-code automation, and it is very real.
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Kyle Fleming – July, 21, 2021
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Insurance, Integrated
A new experience makes it easy for advisors to leverage the first-ever integrated, commission-free insurance marketplace.
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J.D. Goryl – June, 24, 2021
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Behind the Scenes with Data
Many data sources, one platform.
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Brandon Parks – April, 28, 2021
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‘Tis the Tax Season
By leveraging Black Diamond’s tools and data, Tax Day becomes just a day like any other.
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John Milne – April, 1, 2021
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Tell Your Story with Client Reporting
Providing the freedom and flexibility to write it your way.
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Carlos Quintanilla – March, 11, 2021
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Seizing the Moment to Motivate Financial Wellness
Now is the time to turn up financial wellness conversations.
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John Milne – February, 25, 2021
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Ready for the Return
Required minimum distributions are back.
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John Milne – February, 16, 2021
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The Top Three Benefits of an Accounts Receivable Tool
There’s a reason “cash is king.”
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John Milne – January, 19, 2021
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This Year’s Innovations for Integrations
Investment in integration means you get a seamless tech experience.
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Justin Wayne – November, 19, 2020
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Task Complete: How a Client “To-Do” List Gets it Done
The “to-do” list is not a new concept. But, placing one in the client portal is.
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Kyle Fleming – November, 5, 2020
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Rebalancing: Art or Science?
Maximizing return and minimizing risk while balancing instinctive client emotions.
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John Milne – October, 21, 2020
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Maintaining High-Touch Client Communications in a High-Tech World
While there is no replacement for face-to-face interactions, it has become apparent that technology can be effective at maintaining the personal touch that’s required to deliver an exceptional client experience.
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Kyle Fleming – October, 8, 2020
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Client View Takes the Stage
“Where advisors and clients connect.” That’s how many have come to know the Black Diamond® Wealth Platform. A solution that provides an award-winning client portal along with a comprehensive set of tools for you to streamline operations, manage financial lives, document communications, connect third-party products, and so much more.
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Leslie Martin – September, 24, 2020
Connecting the Dots of Your Practice so You Can Connect with Your Clients.
