As we close out 2025, it’s clear this was a transformative year not only for wealth management technology but also for the conversations shaping the industry. Through Tech It Up, SS&C Black Diamond Wealth Solutions continued to elevate advisor voices, spotlight innovation, and dig into the real-world challenges and opportunities facing firms today.

From reimagining client communication to simplifying alternative investments and preparing for the shift in generational wealth, this year’s most popular podcast episodes captured the themes that mattered most. Join us as we revisit the top three episodes of 2025 and how each one contributed to the future of advisor experience and client engagement.

• Winning the Next Generation | The Great Wealth Transfer
  Featuring Michelle Greive, Product Management, SS&C Black Diamond

  In March, we tackled one of the most pressing industry-wide questions: How can advisors meaningfully connect with younger investors?

  This episode explored what younger clients value beyond investment returns and why relationships, rather than portfolios, are becoming the true differentiator. It highlighted how advisors can stay relevant through modern communication, such as asynchronous messaging, mobile-first tools, and seamless digital workflows, while also emphasizing the importance of involving next-generation family members early to build loyalty long before assets are transferred.

  Michelle Greive brought a candid and practical perspective on aligning with client values, using technology as an enhancer (not a replacement), and building a brand that clients and their adult children want to engage with. This episode quickly became one of the year's most-shared conversations, highlighting the human side of the Great Wealth Transfer and the tools advisors need to future-proof their practices.
  

• No More K-1 Chaos | Tech That Tames Tax Season
  Featuring Jeffrey Cohen & Patton Weber, SS&C

  Alternative investment tax season is never truly over, and listeners couldn’t get enough of this deep dive into one of the most operationally painful advisor workflows: K-1 retrieval and distribution.

  This episode explored why alt-focused tax season extends through September and October, the overwhelming time advisors spend chasing down thousands of sensitive documents, and how Accord’s intelligent automation, paired with human expert oversight, eliminates manual retrieval. It also highlighted the industry-exclusive integration between Accord and the Black Diamond Vault, along with a straightforward four-step process for transforming alternative investment data through monitoring, retrieving, processing, and integrating.

  With Jeffrey and Patton sharing both technical and practical insights, advisors gained a clear picture of how technology can reduce manual hours, mitigate errors, and dramatically improve client satisfaction.
  

• From Reports to Relationships | Elevating the Advisor Experience
  Featuring Leslie Martin & Mike Persin, Product Management, SS&C Black Diamond

  This popular episode reshaped how advisors think about client experience, moving beyond static reports to ongoing, two-way engagement.

  Listeners were particularly drawn to discussions around the Black Diamond Timeline for real-time collaboration, the To-Dos that keep clients accountable and minimize back-and-forth, and the personalized Client Experience portals tailored to individual preferences. The episode also highlighted Client View as the advisor’s mission control for communication, reporting, and financial data, as well as a unified approach to holistic financial planning supported by integrations with top planning tools.

  Leslie and Mike brought humor, expertise, and a forward-looking perspective, reinforcing the idea that the client experience is no longer about delivering information: it’s about creating meaningful, consistent touchpoints.

Looking Ahead to 2026
With new capabilities on the horizon, deeper integrations, expanded client experience tools, and enhanced reporting, Tech It Up will continue bringing together the people shaping the future of wealth management. If you are interested in learning more about how 2025 shaped Black Diamond and what’s to come in 2026, please listen to our 2025 Wrap-Up Tech it Up episode for key insights, trends, and takeaways.

Ready to discover how SS&C Black Diamond Wealth Solutions can help your firm scale smarter and serve clients better? Request a personalized demo, call 1-800-727-0605, or email info@sscblackdiamond.com.