Wealth management firms are navigating seismic shifts as client expectations rise, regulations become tighter, and technology evolves at an unprecedented rate. SS&C Deliver 2025 is where forward-looking wealth leaders will gather to align strategy with execution and chart a clear path forward.

Hosted at the JW Marriott Phoenix Desert Ridge Resort & Spa, SS&C Deliver 2025 brings together leaders across various verticals, including wealth management, asset management, alternatives, and more. But for those focused on high-net-worth clients and firmwide innovation, the Wealth Management track is where strategy moves forward.

"Being an officer of change can be challenging at times, so when coming to something like SS&C Deliver, you see others facing the same concern. That is validating and restorative, allowing me to return to my team and start building and innovating more."

– Leah Jane Barnwell, Strategic Initiatives Manager, Trust Company of the South

SS&C Black Diamond | The Future of Wealth Management

Tailored for RIAs, family offices, trust companies, and broker-dealers, the Wealth Management Track is designed to help executives tackle the most pressing strategic priorities. You’ll gain firsthand access to some of the most important developments in the SS&C Black Diamond^® Wealth Platform, including exclusive announcements coming later this summer, and leave with clear next steps for driving impact across your firm.

Each session in the track is grounded in executive-level insight and designed to address the most significant strategic questions facing wealth management firms today, including:

• Navigating Family Dynamics in Wealth Transfer & Trust Planning

• The Evolving Landscape of Alternative Investments

• Building a High-Performing Advisory Team

• Exploring Innovation and Automation | How Wealth Managers Are Adopting Emerging Technologies

Whether you're refining your tech stack, rethinking infrastructure, or shaping your client experience strategy, you’ll discover how leading firms are using Black Diamond to unify workflows, deepen relationships, and unlock scalable growth.

What You’ll Gain from Attending

During SS&C Deliver 2025, you’ll also have access to one-on-one learning labs with our product experts and interactive demos designed to provide you with actionable insight.

In Phoenix, the clear skies and fresh perspective create the perfect backdrop for big-picture thinking. Evenings will feature live music, local experiences, and memorable networking events that extend the value beyond the session rooms. Whether you’re guiding advisors or optimizing infrastructure, SS&C Deliver 2025 is where innovation meets execution.