Wealth Advisor ETF Showcase

Rebalancing doesn’t have to be painful. Jerry Barrs, Senior Product Manager at SS&C Black Diamond Wealth Solutions, explains how the company’s Rebalancer shifts portfolio management from account-level spreadsheets to household-focused automation. With upcoming UMA capabilities that will structure sleeves around client goals—retirement, education, vacation homes—rather than just asset classes, SS&C Black Diamond is rethinking what wealth management technology should enable advisors to do.