Panel of Experts to Explore Self-Directed Investment Channel as Key to Retaining Next Generation Assets

NEW YORK — Feb. 19, 2014Scivantage®, an independent financial technology provider with proven expertise in online brokerage, tax and portfolio reporting and wealth management applications, will be moderating a panel discussion at the 2014 BISA Annual Convention on Thursday, March 6, 2014. Joe Stensland, Scivantage Executive Vice President of Product and Delivery Management, will moderate the session entitled, “Integrated Wealth Management – The Race for Next Generation Assets.”

The BISA Annual Convention is designed to bring together investment professionals to discuss key business strategies and best practices, and provide a forum for networking and exploring the industry’s latest strategic, marketing, product, technology and operational issues. During the panel, Stensland will join Alois Pirker, Research Director at Aite Group, and Jim Goodwin, President of Riperian, Inc. to analyze the industry’s shift toward a self-directed investment channel as Gen X and Gen Y investors drive the push for firms to re-evaluate their wealth management strategies.

PANEL: Integrated Wealth Management – The Race for Next Generation Assets
DATE: Thursday, March 6, 2014
TIME: 11:30 am EST

    SPEAKERS:

  • Joe Stensland, Executive Vice President of Product and Delivery Management, Scivantage (moderator)
  • Alois Pirker, Research Director, Aite Group
  • Jim Goodwin, President, Riperian, Inc.

The BISA event will take place at the Westin Diplomat, in Hollywood, Florida, from March 5-7, 2014. Scivantage will be located at Booth #402.

About Scivantage

Scivantage is an independent financial technology provider with proven expertise in online brokerage, tax and portfolio reporting, and wealth management applications that automate and integrate key business practices for broker-dealers, mutual funds, custodians and prime brokers. From trade order processing and account management to comprehensive cost basis reporting and automated account opening, maintenance and funding, Scivantage’s back-office independent solutions enable financial institutions and financial professionals to dramatically reduce operational costs, strengthen customer relationships and improve productivity. For more information, please visit www.scivantage.com or contact us at +1.866.724.8268.

Enabling Financial Transactions. Automate. Connect. Transact.

Posted in Press Release.