The Latest Trends in Advisor Technology

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About This Episode

Advisors are being asked to provide their clients with a full suite of solutions, ranging from estate and tax planning to portfolio management, and everything in between. Clients are increasingly eager to gain access to fully customizable solutions that meet their individual needs. Advisors, meanwhile, are facing constraints while grappling with a volatile market, and their relationships with clients are being tested.

To address those market challenges, SS&C Rendezvous was launched in 2023, offering advisors a turnkey, front-end investment management platform embedded in the Black Diamond portfolio management system. Featuring an open architecture model marketplace and an integrated proposal-generation tool targeting clients and prospects, Rendezvous empowers advisors with the technological resources to streamline goals-based financial planning and proposal generation, offer investment solutions and asset allocation tools that achieve clients’ goals and reclaim time to focus on building relationships.

About Our Guest

Eric Hewitt has 23 years of investment management experience and is the chief investment officer for SS&C ALPS Advisors.

Before taking on that role, Eric was a portfolio manager and research analyst on the Value and Income Team at OppenheimerFunds on four different equity and balanced strategies. Prior to OppenheimerFunds, Eric was a product manager at Columbia Management Investment Advisors, where he oversaw value and income strategies across institutional and retail investment channels. Over his career, Eric has run long-short, hedged equity strategies, and was co-portfolio manager and co-sector head for AllianceBernstein’s global consumer strategies and team.

Eric earned his MBA in finance from the University of Minnesota’s Carlson School of Finance and a BA from the University of Wisconsin – Madison where he double majored in political science and international relations.

Show Notes

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