A monthly podcast featuring industry leaders and influencers discussing the latest in financial technology. Each episode offers fresh perspectives and thought-provoking conversations spanning across the wealth, asset, and alternative management landscape.
Tech It Up
Claim This Podcastby SS&C Advent
4.7(12 reviews)
72 episodes
Updated Weekly
Accepts GuestsHas SponsorsLocation 🇨🇭
48
Podcast Authority
BetaFairBased on show quality, social media presence, reviews, charts, and more
Quality72
Social0
YouTube0
Engagement60
Podcast Overview
A monthly podcast featuring industry leaders and influencers discussing the latest in financial technology. Each episode offers fresh perspectives and thought-provoking conversations spanning across the wealth, asset, and alternative management landscape.
Language
🇺🇲
Publishing Since
4/14/2021
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48
Podcast Authority
BetaFairBased on show quality, social media presence, reviews, charts, and more
Quality72
Social0
YouTube0
Engagement60
7
Excellent Areas
2
Good Performance
10
Growth Opportunities
excellent
Episode Length
20 minutes
Performing excellently!
good
Show Notes Quality
3.0/5
Recommendations available
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needs improvement
Publishing Consistency
Every 29 days
Recommendations available
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Recent Episodes
July 13, 2026
The New Reality of RIA Growth
<p>Growth through mergers and acquisitions presents tremendous opportunity, but it also introduces new operational, cultural, and technology challenges. </p> <p>In this episode of Tech It Up, hosts Trent Berry and Jasmin Conner are joined by Lisa Crafford of Constellation Wealth Capital and Alex Frantz of SS&C Black Diamond Wealth Solutions to explore the current M&A landscape in wealth management and what it takes to scale successfully.</p> <p>Together, they discuss how firms can identify the right acquisition partners, overcome common integration hurdles, create a unified advisor and client experience, and leverage technology to support sustainable growth. Whether your firm is actively pursuing acquisitions or preparing for future expansion, this conversation offers practical insights on building a scalable operating model that can support long-term success.</p> <p>To learn more about how SS&C Black Diamond Wealth Solutions helps firms scale with confidence, please visit: www.sscblackdiamond.com.</p>
June 15, 2026
The Hidden Risks Inside Old Insurance Policies
<p>Many clients own life insurance and long-term care policies that haven't been reviewed in years, sometimes decades. But changing interest rates, rising care costs, evolving product designs, and shifting financial goals can create risks that often go unnoticed.</p> <p>In this episode of Tech It Up, Jasmin Conner and Trent Berry sit down with Brad Mendenhall, EVP of Insurance Solutions at DPL Financial Partners, to discuss why insurance policy reviews matter more than ever. Together, they explore common red flags advisors should watch for, how to evaluate both term and permanent insurance coverage, and why long-term care planning remains one of the most overlooked areas of financial planning.</p>
June 3, 2026
Cracking the Code: Geneva April Release
<p>The time has come again to revisit another exciting deliver of SS&C Advent's Geneva, which continues to serve as our leading portfolio, fund, and investor accounting solution. Each release, happening twice a year, introduces a wide range of new features and enhancements designed to better support our clients and elevate the overall user experience. </p> <p>Joining this episode are Brandon Parker and Niamh Kerrigan, who will walk us through the highlights of the 26.1 release - and hopefully share a preview of what's ahead on the roadmap.</p>
72 total episodes available
Recent guests on Tech It Up
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
Amy Arnett
Guest
Alex Schlesinger
Guest
Verity Larsen
Guest
Tim Duffy
Guest
Steve Leivent
Guest
Catherine Daly
Guest
Kevin Gallagher
Guest
Nick Libertiny
Guest
Michael Persin
Guest
Leslie Martin
Guest
Javier Flores
Guest
Eddie Russo
Guest
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Frequently asked questions
Have a different question and can't find the answer you're looking for? Reach out to our support team by sending us an email and we'll get back to you as soon as we can.
- What is Tech It Up?
- How often does this podcast release new episodes?
This podcast updates weekly.
- Where can I listen to this podcast?
This podcast is available on 7 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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