Building the OptimalTech Stack for Financial Advisors
Why Investing in the Right Technology Translates Into More Clients & AUM
AVAILABLE NOW ON DEMAND
Join FintekNews along with SS&C Advent, Advizr and Riskalyze on a discussion about the importance of building and maintaining a state of the art, fully integrated tech stack.
Most advisors currently spend hours combining data and reports from multiple systems and manually cobbling them together to prepare for a single client meeting that can result in a disjointed experience for clients. Learn how advisors using a single integrated tech platform have experienced nearly 2x the asset growth of other advisors.
- SS&C Advent offers financial advisors the Black Diamond wealth platform, a purposeful suite of tools – from portfolio management to reporting to client communications and more – to manage their client’s complete wealth picture. The wealth platform enables integration of Black Diamond content alongside content from Advizr, Riskalyze, and other outside vendors into a unified experience for advisors and investors.
- Advizr’s powerful, interactive financial planning solution empowers advisors to collaborate directly with clients on their financial plans.
- Riskalyze’s technology helps RIAs, hybrid advisors, independent broker-dealers, custodians, clearing firms and asset managers to align the world’s investments with each investor’s Risk Number®.
Moderator Cindy Taylor, Publisher of FintekNews
Contributor Chris Nelson, Senior Solutions Consultant http://blackdiamond.advent.com/
Chris Nelson is a senior member of the Solutions Consulting team for SS&C Advent’s Advisory Market unit with specialized knowledge of the Black Diamond wealth platform. Chris holds a Certificate in Investment Performance Measurement (CIPM) from the CFA Institute. He helps advisory firms understand Black Diamond’s technology and compare it to alternatives to yield the best solution for their business needs. Chris has been with SS&C Advent since 2009, holding several leadership roles within the Operations Team prior to joining the Sales Team.
Contributor Noah Herman, VP of Enterprise Sales
Noah Herman spent a decade as a client-facing financial advisor with Merrill Lynch in its 200 Park Avenue Private Wealth Group and American Express in Northampton, Massachusetts. Prior to this he spent several years in his capacity as Co-Founder of British American Boatbuilding, as project manager for its custom wooden yachts team, and subsequent to this, several years as an AVP and Team Leader for Sumitomo Mitsui’s LatAm Project Finance renewables group, focused on solar and wind generation deals. Noah took his B.S. in Wildlife & Forest Biology with a minor in 19th Century Russian literature at the University of Vermont and his MBA from Columbia University in New York.
Contributor Mitchell Dunn, Advisor Solutions Team Manager https://www.riskalyze.com/
Mr. Dunn is an Advisor Solutions Team Manager at Riskalyze where he leads a large team of Solutions Consultants dedicated to showing advisors how to use risk to build trust and set expectations for client portfolio performance. Currently pursuing his MBA from the UC Davis Graduate School of Management, Mitch frequently represents Riskalyze at conferences and events across the country, providing financial advisors with tools and ideas to align the world’s investments with each investor’s Risk Number.