In this episode, David Armstrong is joined by Steve Leivent, the SVP and co-general manager of SS&C Advent’s Advisory business, to discuss his firm’s recognition in the Wealthmanagement.com Industry Awards for the Technology Category of Rebalancing and Client Portals for their Black Diamond Wealth Platform.  In this episode, you will learn: Steve Leivent’s background and … Continue reading The Future of Advisor and Client Engagement Using Black Diamond Wealth Platform — with Guest Steve Leivent →