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Sqope from Scivantage

More than ever, retail investors require better control over their portfolios, and demand has intensified for tools that empower users to clearly understand and improve investment performance. Does your firm actively target this evolving user base to develop relationships and drive investor activity? Does it fully leverage portfolio analytics tools to engage, secure and expand […]

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Reevaluating the Wealth Management Technology Strategy

As the wealth management landscape continues to evolve with new technologies and user expectations, investments in client-facing technology have taken new precedence. Investment firms, faced with changing client profiles and technological advancements, are reevaluating their technology strategy in order to successfully engage investors and advisors. The latest research from Aite Group titled, “The Race to […]

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Online Brokerage Market Assessment & Outlook

Today’s U.S. self-directed market has evolved to address the realities of the “post-financial crisis” world. From generational shifts and changing client expectations to regulatory pressures and technological advances, the online brokerage market is being re-engineered to power an enhanced, multi-faceted client investment experience. To complete, firms must heed the call for differentiation, enhancing their trading platforms and […]

Scivantage Hires New Head of Tax & Analytics Sales to Support Strong Cost Basis & Tax Services Demand

Industry veteran brings expertise in spearheading new business development and building strategic relationships   Scivantage®, a FinTech 100 technology provider of Digital Wealth Management and Cost Basis solutions, today announced the addition of Ken O’Brien, formerly of SAXO Bank, expanding the sales team to handle increasing demand for the Maxit cost basis platform. Mr. O’Brien […]

Scivantage Brings Home Gold with Two Wins at the Contact Center World Awards

Latest call center innovations and improvements are recognized by industry leaders. Scivantage®, a FinTech 100 technology provider of Digital Wealth Management and Cost Basis solutions, was honored on June 23, 2017 with two Contact Center World Awards; Best Technology Innovation Internal Solution and Best Use of Self-Service Technology in Implementation of a Call Center. North […]

Scivantage Hires Former Merrill Edge Executive to Advance Digital Client Engagement Platform

New Hire Brings Proven Wealth Management and Innovative Product Management Experience to Focus on Continued Growth of Scivantage’s Digital Wealth Solutions Suite Scivantage®, a FinTech 100 technology provider of Digital Wealth Management and Cost Basis solutions, today announced the addition of Scott Freeland, to lead the strategic product vision and development effort of its newest […]

Chasing Alpha: Tax Alpha May Be the Most Reliable Alpha

Capturing alpha – investment outperformance against its relevant benchmark – is immensely challenging. In fact, some studies show 9 out of 10 managers underperform their benchmarks[1]. Yet, everyone from the largest asset managers to individual investors spend immense effort to find an edge that will yield even a tiny sliver of performance over a benchmark. […]

Edison Partners is no bandwagon investor

With long history in fintech, firm looks to build business, not just turn a quick profit By Brett Johnson, April 3, 2017 at 3:00 AM Chris Sugden of Edison Partners touts his firm’s experience investing in fintech. – (AARON HOUSTON) He didn’t make an analogy to Hawaiian-shirted Americans in Rome, but fintech industry watcher and […]

Alts Platform iCapital Opens to Accredited Investors: Tech Roundup

Scivantage, Relationship Science also announce new offerings Alternative investment provider iCapital Network announced on Monday that it is expanding access to its online investment platform to accredited investors in addition to qualified purchasers. Alternative investment products, which include private equity, venture capital, credit, real estate and hedge funds, will be tailored to each investor base. […]

Scivantage Advances the Digitization of Wealth Management with Wealthsqope

The Client Engagement Platform Places Firms at the Center of Their Clients’ Digital Financial Lives Scivantage, a FinTech 100 technology provider of Digital Wealth Management and Cost Basis solutions, announced today the introduction of Wealthsqope, an innovative digital wealth solution that enables financial firms to provide investors with an easy to understand, comprehensive picture of […]

When Will Deemed Dividends Under Section 305(c) Become a Final Rule? Or Has it Already?

In April of 2016, the IRS published proposed regulations providing that conversion rate adjustments (CRAs) on convertible instruments are deemed dividends and are subject to withholding by withholding agents.  A comment period was scheduled ending 7/12/2016 in which seven comment letters were filed and posted to the docket on  On 7/5/2016, the IRS published […]