News

PRESS RELEASESPRESS COVERAGE

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 […]

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Scivantage Ranked in Top 100 in American Banker’s and BIA FinTech Forward Rankings, for Third Consecutive Year

With on-going innovations including Sqope, its digital investment performance solution, Scivantage continues to reinvent the way wealth management firms leverage technology JERSEY CITY, NJ OCTOBER 19, 2016 Scivantage®, a FinTech 100 technology provider of Digital Wealth Management and Cost Basis solutions, today announces it has been named to the American Banker and BAI FinTech Forward […]

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Scivantage Ranked as a Top 100 Global Provider of Financial Technology in 2016 IDC Financial Insights Ranking For Fourth Consecutive Year

Scivantage’s continued innovation in Digital Wealth Management and Cost Basis solutions has delivered consistent value to its clients. JERSEY CITY, NJ (PRWEB) OCTOBER 06, 2016 Scivantage®, a FinTech 100 technology provider of Digital Wealth Management and Cost Basis solutions, today announces it has been named to the IDC Financial Insights 2016 FinTech Rankings Top 100. […]

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Scivantage Appoints Industry Veteran Joseph Velli to Board of Directors

Newest Board Member Brings Extensive Leadership, Strategic Planning and Business Development Experience to Scivantage JERSEY CITY, NJ — January 21, 2016 — Scivantage®, a Global FinTech 100 technology provider of Wealth Management and Cost Basis solutions, today announced the expansion of its Board of Directors to include longtime financial services and technology senior executive, Joseph […]

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Scivantage Names Former GAIN Capital COO, Chris Calhoun, as CEO

Company Rounds Out Leadership Changes with FinTech Expert to Drive Innovation and Growth JERSEY CITY, NJ — October 27, 2015 — Scivantage®, a Global FinTech 100 provider of Wealth Management and Cost Basis solutions, today named Chris Calhoun as Chief Executive Officer. Calhoun’s appointment solidifies the transformation of the company and positions Scivantage for continued […]

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Cryptocurrency: Next Frontier for Cost-Basis Reporting

April 17 could be either the beginning of a lot of heartache or overdue operational relief for investors in cryptocurrency.

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Love Taxes, Operations: Be a Tax Ops Director

Knowledge of processing 1099 Forms, cost basis-reporting, Internal Revenue Service Section 871(m), financial transaction taxes and corporate actions, FATCA, and issues and errors management. Over ten years of corporate tax compliance experience necessary.

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Alts Platform iCapital Opens to Accredited Investors: Tech Roundup

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.

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Edison Partners is no Bandwagon Investor

He didn’t make an analogy to Hawaiian-shirted Americans in Rome, but fintech industry watcher and investor Chris Sugden does think of “them” as tourists.

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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?”

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Technology Disruption Driving M&A in Wealth Management

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.

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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.

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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.

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Cost Basis and Wealth Management 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 down on manual processes.

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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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PRESS RELEASESPRESS COVERAGE

Scivantage Announces Latest Enhancements to Its Wealthsqope Mobile App

New mobile capabilities deliver an enriched client experience   Scivantage, a technology provider of Digital Wealth Management and Cost Basis solutions, is pleased to announce upgrades to its Wealthsqope Mobile app including; new trading and research experience improvements, advanced investment account management features and enhanced access to account information, aimed at delivering a superior client […]

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Scivantage’s Wealthsqope Digital Assistant App Wins 2018 BISA Technology Innovation Award

New Innovation Allows Financial Institutions To Deliver Investment Account Information Via Voice Recognition Technology Scivantage®, a technology provider of Digital Wealth Management and Cost Basis solutions, is pleased to announce it’s Wealthsqope Digital Assistant application won the 2018 Bank Insurance & Securities Association (BISA) award for Best Technology Innovation Solution. The award recognizes companies that […]

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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 […]

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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 […]

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Scivantage and Morningstar to Deliver Premier Market and Investment Data to Digital Wealth Management Platform

New agreement to add embedded access to high-quality content and create a seamless workflow in Scivantage’s Investor digital wealth solution BALTIMORE, MD (PRWEB) OCTOBER 26, 2016 Scivantage®, a FinTech 100 technology provider of Digital Wealth Management and Cost Basis solutions, and Morningstar, Inc., a leading provider of independent investment research, yesterday announced an agreement at […]

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Scivantage Hires Ron Rawdon as Head of Sales, Digital Wealth Management

New Hire Brings Specialized and Proven Experience in FinTech to Focus on Continued Growth of Scivantage’s Digital Wealth Platform including a Digital Performance Experience and New Digital Advice Offering JERSEY CITY, NJ (PRWEB) OCTOBER 17, 2016 Scivantage®, a FinTech 100 technology provider of Digital Wealth Management and Cost Basis solutions, today announced the addition of […]

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Alts Platform iCapital Opens to Accredited Investors: Tech Roundup

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.

0 comments

Edison Partners is no Bandwagon Investor

He didn’t make an analogy to Hawaiian-shirted Americans in Rome, but fintech industry watcher and investor Chris Sugden does think of “them” as tourists.

0 comments

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?”

0 comments

Technology Disruption Driving M&A in Wealth Management

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.

0 comments

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.

0 comments

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.

0 comments

Cost Basis and Wealth Management 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 down on manual processes.

0 comments

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.

0 comments

Barron’s 2015 Best Online Broker Ranking

Barron’s ranks best online brokerages and top financial tech companies for 2015.

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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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PRESS RELEASESPRESS COVERAGE

Scivantage’s Maxit Cost Basis Platform Expands Digital Currency Support to Bitcoin and Over 1,500 Other Cryptocurrencies

As interest grows in digital currency trading, Scivantage ensures its clients are prepared to address investors’ reporting needs. Scivantage®, a technology provider of Cost Basis, Information Reporting and Digital Wealth Management solutions, announced today it has expanded its support for cryptocurrencies in Maxit, its cost basis reporting system. “Scivantage continually monitors investment trends, industry regulations, […]

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Scivantage Announces Maxit Plus Services for Financial Services Firms

New cost basis support offering further streamlines back-office operations Scivantage®, a technology provider of Cost Basis, Tax, Analytics and Digital Wealth Management solutions, today launched Maxit Plus, a supplementary service designed to reduce brokerage operational costs. Scivantage Maxit® is the industry’s most highly automated cost basis solution offering invaluable services not found in other systems, […]

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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 has […]

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Cryptocurrency: Next Frontier for Cost-Basis Reporting

April 17 could be either the beginning of a lot of heartache or overdue operational relief for investors in cryptocurrency.

0 comments

Love Taxes, Operations: Be a Tax Ops Director

Knowledge of processing 1099 Forms, cost basis-reporting, Internal Revenue Service Section 871(m), financial transaction taxes and corporate actions, FATCA, and issues and errors management. Over ten years of corporate tax compliance experience necessary.

0 comments

Cost Basis and Wealth Management 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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Media Contact

Claudine Martin
Senior Vice President, Marketing
t 617.671.1184
claudine.martin@scivantage.com

Contact Info

499 Washington Blvd., 11th Floor
Jersey City, NJ 07310
toll-free 866.724.8268
t 646.452.0050
f 646.452.0049
info@scivantage.com