We recently had a chance to talk with Eli George, VP of Solutions Management with SS&C Advent, a member of the ThinkAdvisor Luminaries class of 2021. Also joining us was David Lau, who is a CEO of DLP ...
SS&C Advent is integrating with a fee-only insurance platform designed for fiduciary advisors. Louisville-based DPL Financial Partners and Windsor, Conn.-based SS&C Technologies Holdings announced ...
Wealth management platform Black Diamond, owned by SS&C Technologies, is launching its own insurance marketplace for RIAs in partnership with DPL Financial Partners, according to an announcement.