Podcast with SS&C Advent | From Assessment to Implementation: Your Roadmap for Successful Investment Technology Transitions

Switching investment technology is a major decision that requires thoughtful planning, the right partners, and a clear long-term vision. In this blog post, Jonathan Balkin of Alpha Alternatives shares his insights with SS&C Advent’s James Griffin on how investment firms can successfully navigate a technology transformation. From assessing current people, processes, data, and systems to identifying the right solution for future growth, this post explores best practices for structuring vendor evaluations, spotting potential red flags, and building a strong implementation team that can support change management and optimize workflows.

To dive deeper into identifying technology needs, managing vendor expectations, and building a winning implementation plan, listen to Jonathan’s full interview on the Tech It Up Podcast: “From Evaluation to Implementation: The Dos and Don’ts for Selecting a Technology Vendor.”