10 February 2022
Steve Leivent is the SVP and Co-General Manager of SS&C Advent’s Advisory business. In this role he is responsible for the business development of Black Diamond, a leading wealth platform and solution set for advisors, as well as SS&C’s Advent Outsourcing Services business which provides cloud delivery of its award-winning portfolio accounting, reporting and order management products. He joined the firm in 2000, and has held various leadership roles during his tenure. Steve holds a B.S. in Economics from Rowan University.
Steve's Blog Topics
Steve's Latest Insights
21 October 2021
Exceed Client Expectations with Trust and Technology
03 March 2021
Adding Value in a World of Free
05 May 2020
In Times like These, What is Working?
22 January 2020
Five Trends for RIAs to Watch in 2020
07 August 2019
A Foundation for the Future
17 July 2019
High-Growth RIA Firms are Power Users of Technology
06 June 2019
Leverage Technology to Drive Business Valuation
11 April 2019
Technology: The M&A Influencer
04 April 2019
Reporting Drives Meaningful Conversations
24 January 2019
How Technology Affects Wealth Management Business Value
08 November 2018