Scivantage - Business

Truth, Transparency, and the Individual Investor

Today’s individual investor desires, requires, deserves, and would greatly benefit from a higher level of portfolio transparency than they currently have access to. This holds true for the self-directed investor in a brokerage account as much as it does a retirement account.

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Portfolio Analytics 101: A Critical Component of Higher DARTs

In response to the need for speed, a range of automated software suites have emerged in recent years to streamline the portfolio analytics process for retail investors. Analytics suites save traders time, encouraging them to trade more often. As a result, a sophisticated analytics suite can drive up DARTs and increase a brokerage’s total revenue.

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An Eye on my ROI

I just turned 50. The big five-O. I can’t believe it. Even more than that, I can’t believe the things this “milestone” is forcing me to think about. All the fun things I’ve done, and what should that list of fun things include in chapter two? Followed by, “How do I get more money to do those fun things?” And then, “Have I saved enough money for retirement?” And finally, “crap.”

So, savings. I’ve read all kinds of tips on how to become a better saver. And part two of that equation, how to make those savings grow. Being a Bostonian, I really want to make those savings grow wicked good. Wicked pissa growth is what I want, frankly. Part three of the recipe is what’s the maximum “growth rate” I can achieve, am I achieving it, and if not, why not? My broker tells me that, right? Not really.

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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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Sqope Bids for 2015 FTF News Technology Innovation Awards

Scivantage is honored to have been nominated for the 2015 FTF News Technology Innovation Awards for SqopeTM in the category of Best Performance Measurement and Attribution System. Presented by Financial Technologies Forum and FTF News, the Technology Innovation Awards recognize information technology firms and service providers in the financial sector as well as industry professionals […]

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Sqope Product Overview

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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The Evolving ‘Sqope’ of the Retail Market

Retail investors have continued to expand in sheer numbers and levels of technological sophistication over the last several years. According to recent Celent data, the retail investor market is estimated to make up 38% of the current US adult population, with self-directed investors growing at a quicker rate then non-self directed investors. The expanded use […]

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RECAP – The Race for Retail Investor Assets: Leveraging Analytics to Transform the Online Investment Experience

While the growing retail investor segment gains increasing market and technology sophistication, the online investment experience is being transformed to meet a litany of client concerns and expectations—among these are transparency, account aggregation, social investment, and greater self-service capabilities. Performance reporting has emerged as an answer to these calls, bringing higher levels of analysis and […]

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Leveraging Portfolio Analytics to Transform the Online Investment Experience

The needs of the retail investor are rapidly changing as technological advances continue to push the boundaries of investment transparency, and social interaction. With increased competition, the race for investor assets has never been more intense and it has financial institutions searching for new and innovative ways to transform their online investment experience. From advanced […]