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
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
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
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 […]
hiveBlog talks to Christian J. Farber, CMO at Scivantage.
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.
Scivantage, the Jersey City, New Jersey, financial services firm, hired Christian Farber.
Financial services software provider Scivantage has announced that Christian Farber has joined as executive vice president of marketing, sales and relationship management.
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.
Scivantage has hired Christian Farber as executive vice president of marketing, sales, and relationship management.
The billions firms spend on technology are weighted too heavily toward infrastructure, Aite Group says, and not enough on client-facing upgrades instead.
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.
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.
Barron’s ranks best online brokerages and top financial tech companies.
Scivantage – Sqope nominated for Best Performance Measurement and Attribution System by the Financial Technologies Forum
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.”
The number of investment do-it-yourselfers is growing faster than the number of investors seeking professional help, says a recent report.
Online brokerages enable self-directed investors by expanding their offerings.
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.
Technology provider Scivantage has added Amit Basu as executive vice president, professional services and delivery, and Alex Sauickie as EVP, business and technology operations.
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.
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.
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.
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.
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.
ShareBuilder, TD Ameritrade, and eOption all launched new features as 2014 expired. Getting ready for our 20th annual review.