Register for Your Free Live Webcast Now:

"One Portfolio, One View | Integrating Alternatives into Holistic Wealth Reporting "

Learn to break down data silos and provide a unified view of total client wealth. Register today!

Date: Wednesday, April 29, 2026

Time: 2 pm ET | 11 am PT

Cost: Complimentary

Sponsored by: SS&C Black Diamond Wealth Solutions

As client demand for private market exposure accelerates, advisory firms are grappling with a new operational reality. Alternative investments, often managed in disparate spreadsheets, side systems, or disconnected portals, create significant challenges. This fragmented approach leads to delayed reporting, critical operational bottlenecks, and an incomplete, frustrating view of a client's total wealth.

Forward-thinking firms recognize that to scale and succeed, they must break down these data silos. The future of wealth management lies in creating a unified, seamless view of both traditional custodial assets and complex alternative investments.

Join us for a webcast where we will explore strategies to modernize your operations and deliver true holistic reporting.

You will learn:

• Why the rapid growth of private markets exposure demands a fundamental modernization of your operational infrastructure.
• How to identify and mitigate the risks of siloed alternatives data across reporting, compliance, and client communications.
• Best practices for efficiently managing complex document workflows, valuations, capital calls, and other lifecycle events.
• Actionable strategies for delivering holistic reporting that strengthens transparency, demonstrates value, and deepens client trust.

Don't let outdated processes hinder your firm's growth. Register now to learn how to build a robust, integrated framework that provides a single, comprehensive view of every client portfolio.

Speakers: 

Scott Ferguson | ThinkAdvisor Contributor | Touchpoint Markets

Michelle Greive | Director, Product Management | SS&C Black Diamond Wealth Solutions

Brandon Parks | Director, Product Management | SS&C Black Diamond Wealth Solutions

Tim Welsh (Moderator) | CEO & Founder | Nexus Strategy

Young Kim | Chief Client Service Operations Officer, Partner | Aspiriant

Offered Free by: ThinkAdvisor
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