Wealthsqope

Do You Own Your Clients’ Digital Financial Life? Today’s investor, whether a Millennial, Gen-Xer or Baby Boomer have heightened expectations for their online banking and investing experience. They want to Own Their Digital Financial Lives. Owning Their Digital Financial Lives Means: Seeing how they are doing, across all their financial accounts in real time from […]

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Cost Basis Reporting: Firms Reveal Biggest Needs, Drivers Behind Conversion of Legacy Systems

After quickly putting in place major system upgrades to meet new cost basis regulations several years back, many financial services firms have now realized that their solutions were not necessarily scalable to their enterprise or sufficiently flexible to adapt to the ongoing evolution of the requirements. Yet, even when dissatisfied with their existing systems, some firms have been hesitant to convert to a different reporting solution because of the potential risk of new system limitations, the significant investments made in their first system, or the perceived effort required to undertake such a conversion.

Scivantage - Wealth Management Infographic

Scivantage Wealth Management Platform Infographic 2015

Within the Scivantage Wealth Management Platform, integrated wealth management workstation Scivantage Professional brings together the critical tools and resources needed to help brokers and financial advisors successfully manage their books, make critical decisions and grow their business. For the client side, Scivantage Investor provides a comprehensive wealth management, customer service and advanced trading online brokerage solution that delivers personalized, on-demand access to high-quality investment applications and real-time information that retail investors need to proactively manage their investments. View the infographic to learn more.

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OptionsPlay from Scivantage

Powered by innovative analytics, intuitive visuals and natural language processing, OptionsPlay® Ideas is built to simplify investment decision making and enable financial firms to generate new revenue and build stronger customer relationships. How does it do this? By translating the complex data into plain language and visuals that even the most novice investors can clearly understand. OptionsPlay Ideas […]

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OptionsPlay Ideas Powers Increased Trading Volume for Leading Broker-Dealer

In this latest impact report, a full service broker dealer was seeking to grow transaction activity and satisfy needs of its active traders. The firm’s goals included further delivering on offerings demanded by self-directed clients and raising client retention. The company turned to OptionsPlay Ideas to deliver an innovative tool suite that would provide a streamlined market research experience, […]

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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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Unifying the Advisor and Investor Experience: The Rise of Client-Centric Wealth Management

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. This latest webcast with Aite Group, “Unifying the Advisor and Investor […]

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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 […]

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The State of Online Brokerage Platforms

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. The latest research from Celent titled, “The State of Online Brokerage Platforms,” guides financial […]