Press Coverage

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 […]

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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. […]

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Scivantage’s performance software has passed TSG’s software certification

The Spaulding Group has been conducting software reviews for over two decades. Historically, we offered this service whenever anyone happened to ask “would you mind taking a look at our system?” Read More

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Technology Disruption Driving M&A in Wealth Management

Think Advisor – At the recently held Deals and Deal Makers Summit, put on by leading investment bank ECHELON Partners, a seminal panel discussion was held on technology disruptors in wealth management and how those companies and technologies are driving M&A activity in our industry. Read More

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FolioDynamix Named Best Digital Solution

FolioDynamix, a leading provider of wealth management technology and advisory services, was recognized as the best digital solution at WealthManagement.com’s annual awards gala event held in New York. The company was also a finalist in a second category, Best Provider: Portfolio Management, Accounting, and Performance Reports. Read More

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Forget Robos, the Future Belongs to ‘Fiborgs’

First up in FolioDyanamix’ quest for robo-tech tie-ins is Scivantage, a company not usually viewed as a robo. But, in FolioDyanamix’ eyes, it makes a good fiborg partner because it makes — among other things — a straight-through wealth management platform for FAs and a customer service and online trading platform for investors. Read article

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FolioDynamix president uses conference to KO robos and call them a ‘free beta test’

FolioDynamix is making big moves that rely on partnerships with software firms that position themselves toward RIAs and IBD reps. It announced several deals with popular advisor software packages, including MoneyGuidePro for financial planning, RiskPro for risk analysis, Quovo for account aggregation and Scivantage for robo services, all integrated into the FolioDynamix platform to help advisors better manage clients by cutting […]

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Dissecting A Marketer

hiveBlog talks to Christian J. Farber, CMO at Scivantage.

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Q&A Session with Sophie Schmitt and Chris Psaltos

Following their recent joint webinar, industry experts Sophie Schmitt, Senior Analyst, Wealth Management at Aite Group, and Chris Psaltos, Vice President, Product Management at Scivantage join BISA to further discuss the new competitive pressures facing wealth management firms, in delivering a unified client experience.

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People Moves of the Week: Carlyle, Sidley Austin, Duff & Phelps

Scivantage, the Jersey City, New Jersey, financial services firm, hired Christian Farber.

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New Hire Roundup

Financial services software provider Scivantage has announced that Christian Farber has joined as executive vice president of marketing, sales and relationship management.

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Scivantage Bets on New Leadership, Cash Infusion

The FinTech vendor had added several new senior personnel and received a cash infusion from investors in a bid to take the company to the next level.

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Scivantage Continues Hiring Flurry, Adds Farber as EVP

Scivantage has hired Christian Farber as executive vice president of marketing, sales, and relationship management.

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Firms Missing the Mark on Millennials’ Digital Expectations

The billions firms spend on technology are weighted too heavily toward infrastructure, Aite Group says, and not enough on client-facing upgrades instead.

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Scivantage’s Routh: The differences in adviser technology usage across generations

Cameron Routh, executive vice president at Scivantage, lays out the different ways next generation advisers use and adapt to technology when compared to their older peers.

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Brokerage Digital Strategy: An Interview With Isabella Fonseca and Chris Psaltos

A younger generation of investors and the growing popularity of online and mobile applications continue to change the investment brokerage landscape. Firms must continually evolve and adapt in order to succeed.

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Barron’s 2015 Best Online Broker Ranking

Barron’s ranks best online brokerages and top financial tech companies.

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Nominees Announced for the FTF News Technology Innovation Awards

Scivantage – Sqope nominated for Best Performance Measurement and Attribution System by the Financial Technologies Forum

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Top tips for creating a successful start-up

According to Adnane Charchour, CEO and Founder of Scivantage: “A successful start-up is the union of four main elements: product, market, people and capital. These elements have to come together in perfect harmony, and evolve in tandem, in order for the start-up to be successful.”

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Services For Self-Directed Investors Continues To Expand

The number of investment do-it-yourselfers is growing faster than the number of investors seeking professional help, says a recent report.

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DIY Investing on a Growth Tear

Online brokerages enable self-directed investors by expanding their offerings.

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Scivantage Adds Two EVPs

FinTech vendor Scivantage has appointed Amit Basu as executive vice president (EVP) for professional services and delivery, and Alex Sauickie as EVP for business and technology operations, officials say.

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New Hire Roundup: SEC Names Schneider Associate Regional Director for Pacific Northwest

Technology provider Scivantage has added Amit Basu as executive vice president, professional services and delivery, and Alex Sauickie as EVP, business and technology operations.

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Scivantage names two new executives

Scivantage names new executives.

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Scivantage hires new EVPs

Scivantage has appointed Amit Basu as executive vice president of professional services and delivery, and Alex Sauickie as executive vice president of business and technology operations.

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Scivantage Appoints Basu, Sauickie to New EVP Roles

Buy-side technology provider Scivantage has hired Amit Basu as executive vice president for Professional Services and Delivery and Alex Sauickie as EVP for Business and Technology Operations.

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Q&A with Cameron Routh, EVP Corporate Development, Scivantage

The real impact of the robo “movement” will be around firms providing their clients with greater access to these advanced tools, not necessarily the auto-trading component of robo.

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Passing on the Business: Data Transit for Cost-Basis Reporting

The IRS wants to ensure that investors pay the correct tax when they sell their stocks, fixed-income securities or options, so they now are holding financial firms responsible for calculating the cost-basis of those accounts.

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2015 Outlook: Adnane Charchour, Scivantage

In our 15-year history, we have matured into a pioneer in the financial technology landscape, and we look forward to continuing in our tradition of developing transformative solutions for the industry.

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ShareBuilder, TD Ameritrade, and eOption Launch New Features

ShareBuilder, TD Ameritrade, and eOption all launched new features as 2014 expired. Getting ready for our 20th annual review.

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