In this episode of Tech It Up, Special guest Michelle Greive shares insights on aligning with client values, using digital tools effectively, and creating a lasting impact beyond portfolio performance.

Manage Your entire portfolio of mineral trust accounts.

“With SS&C MineralWare, we’ve moved from spreadsheets and educated guesses to a platform that gives us total command over what we manage and the data to back it up.”

“We can upload all of our PDFs and check details, and SS&C MineralWare processes it for us. That alone solved a major pain point and saved me an enormous amount of time.”

Learn how to turn mineral asset complexity into long-term client value.

Leveraging SS&C MineralWare to streamline complex accounting & reporting for charitable organizations.

“The greatest value? I can see what we own. That’s huge. A picture paints a thousand words, and MineralWare gives me that picture.”