In this episode, Tim Welsh, President of Nexus Strategy and consultant to the Wealthies, speaks with Steve Leivent Senior VP at SS&C Advent Advisory responsible for the business development of Black Diamond. In 2019, SS&C Advent was a double Wealthies winner. They won an award for their Best Client Portal – Black Diamond Wealth Platform … Continue reading Ep 5 – Providing a Better Advisor & Client Experience – Steve Leivent →