Tag Archives: Steve Leivant

Ep 5 – Providing a Better Advisor & Client Experience – Steve Leivent

In this episode, Tim Welsh, President of Nexus Strategy and consultant to the Wealthies, speaks with Steve Leivent Senior VP at SS&C Advent Advisory responsible for the business development of Black Diamond. In 2019, SS&C Advent was a double Wealthies winner. They won an award for their Best Client Portal – Black Diamond Wealth Platform as well as Best Portfolio Management, Accounting, and Performance Reporting – Black Diamond Wealth Platform.

In this episode, you will learn:

  • How SS&C is continuing to assist advisors with their client experience
  • From the tech perspective, what are some of the advisors biggest challenges
  • Why it is essential to keep your tech stack up to date
  • What the future holds for Black Diamond
  • And more!

Tune in now and learn how to streamline your business functions to create a better client experience

Resources:  WealthManagement.com | SS&C Advent | WealthManagement.com Industry Awards