Wealth management is undergoing significant change as AI moves from experimentation to daily workflows. Firms are also adopting new investment management approaches, such as active ETFs, managed accounts, and tax-aware strategies.
Innovation is central to these discussions, extending beyond new technology to include practical solutions and enhanced experiences as organizations prepare for what comes next. This is the focus of the Wealth Management Track at SS&C Deliver 2026, which is happening September 20–22 in Orlando, Florida.
From AI Exploration to Practical Application
As AI moves beyond experimentation, the focus shifts to where it can add value and how wealth management firms can prepare for these developments.
At Deliver, the session From Exploration to Execution | AI in Practice will feature wealth management leaders and industry consultant Tim Welsh of Nexus Strategy discussing how firms are applying AI in real-world settings. Topics include workflow improvements, decision support, strategic planning, and lessons from organizations already using AI.
The session From Carbon Comes Clarity | The Power of Black Diamond AI will examine how embedded intelligence and automation can support wealth management workflows. Attendees will learn about new capabilities from Black Diamond, including faster information access and streamlined processes that can help firms leverage their data. These sessions reflect that AI is a business and operational conversation.
Innovation Across the Investment Lifecycle
Technology is also transforming how firms build, manage, and deliver investment solutions. The session ETFs are Everything | Active Strategies, Income Innovation, and New Markets will feature SS&C ALPS President Laton Spahr as he explores the forces reshaping the ETF landscape, including the growth of active strategies, derivative-based income approaches, and broader applications in wealth management, retirement, and insurance markets.
Later in the day, the session Inside Investment Management Services | Models, UMAs, and Tax Efficiency will demonstrate how firms use Black Diamond model delivery, unified managed accounts, and tax-aware strategies to enhance portfolio construction and deliver personalized outcomes at scale.
What’s Next Starts with the Right Conversations
No single technology, strategy, or business trend will define the future. Instead, the future will depend on how firms integrate these developments to build resilient organizations, efficient operations, and better client experiences.
The Wealth Management Track at SS&C Deliver 2026 is an opportunity to learn how industry leaders are navigating change and to consider how these lessons could benefit your unique firm. Over three days, you'll gain practical insights, engage with Black Diamond experts in Product Labs, hear peer perspectives, and connect with industry leaders.
There is still time to join us for our premier client event. Secure your spot at SS&C Deliver 2026 today.
