Press Coverage Archives

2010

12/27/2010
Wall Street Firms Going Mobile in 2011
Wall Street & Technology
12/08/2010
BBH Capital Partners Invest $22 Million in Scivantage
Wall Street & Technology
12/08/2010
Scivantage Investor Bought Out In $28M Recap
Dow Jones VentureWire
12/08/2010
Scivantage Lands Big Investment from BBH Capital Partners
Waters Technology
12/08/2010
Scivantage Gets $28 Million in Fresh Capital
Securities Technology Monitor
12/08/2010
Local companies land new venture funding
NJBIZ
12/04/2010
New IRS Cost Rules for 2011
Barron's
11/22/2010
Scivantage Tries Serving Advisors with Rebalancing Module
Financial Planning Magazine
11/22/2010
Scivantage Tries Serving Advisors with Rebalancing Module
Bank Investment Consultant
11/15/2010
Scivantage rolls out Portfolio Rebalancing module
InvestmentNews
10/15/2010
Final Cost Basis Regs Offer Mixed Bag for Industry
Ignites
10/13/2010
Little Change, But Some Relief, in IRS' Final Cost-Basis Regs
Securities Technology Monitor
10/13/2010
Video: TradeKing Trades on the Blackberry
Wall Street & Technology
Oct. 2010
Scivantage Pilots TradeKing Mobile
Financial Planning Magazine
09/15/2010
As Cost Basis Regs Loom, Brokers Ponder
Financial Planning
09/14/2010
Firms See Benefits of Early Compliance With Cost Basis Reg
Ignites
09/13/2010
Raymond James Picks Scivantage for Cost-Basis Reporting
Securities Technology Monitor
09/13/2010
Raymond James Selects Scivantage Maxit's Fully Automated Cost Basis Reporting Solution
Wall Street & Technology
09/13/2010
A Taxing New Twist
US Banker
06/26/2010
Merrill Plays Defense Online
Barron's
05/28/2010
Firms Roll Out New Cost Basis Products
Ignites
05/11/2010
IRS Expected to Go Easy on Cost Basis Enforcement
Ignites
03/08/2010
Y2K Plus 10? Cost-Basis Rules Producing Technical Jitters
Securities Industry News
02/25/2010
Firms Underestimating Cost Basis Expenses: Report
Ignites
02/18/2010
Financial Institutions Not Prepared for Cost Basis Rule
On Wall Street
02/18/2010
Financial Institutions Not Prepared for Cost Basis Rule
Financial Planning
02/09/2010
Final Countdown to New Options Symbols: Get Ready (or Else)
Securities Technology Monitor
01/28/2010
Scivantage Considers Cost Basis Details With Clients
Wall Street Letter
01/11/2010
Cost-Basis Reporting: More Than Just a Number
Securities Industry News
01/11/2010
New Investor Tax Rules on the Way
Barron's

2009

12/18/2009
IRS Issues Long-Awaited Cost Basis Guidance
Ignites
12/14/2009
The Clock Is Ticking on Cost Basis Reporting
Novarica
12/10/2009
IRS Guidance on Cost Basis Coming Soon
Ignites
12/07/2009
Mutual Funds and Cost Basis Compliance: Plan Now to be Prepared in 2012
Wall Street and Technology
11/17/2009
SWS Group Opts for Scivantage Professional to Deliver Automated Portfolio Rebalancing
Trading Markets
10/16/2009
Survey: Firms Unprepared for New Cost Basis Rules
Ignites
10/13/2009
Scivantage Boosts Data-Aggregation Through ByAllAccounts
The Wall Street Journal Online
10/13/2009
Interactive Data Builds Expanded Financial Informational Suite for Scivantage
Market Data Insight
10/05/2009
Cost-Basis Reporting Will Cost Plenty
Securities Industry News
July 2009
Online Brokerages: Technology and the Customer Experience
Celent
07/20/2009
Brokers Enjoy a Productive Summer
Barron's
07/02/2009
Vanguard Opts For Scivantage's Maxit Application For Automated Cost Basis Reporting
Global Custodian
06/22/2009
The Urgency and High Price of New Cost Basis Reporting Law
Wall Street & Technology
04/27/2009
Extreme Makeover: Broker Workstation Edition
Wall Street & Technology
03/27/2009
1st Discount Brokerage Selects Scivantage Maxit For Automated Cost Basis Reporting
Wall Street & Technology
03/23/2009
How to Switch Brokers -- Painlessly
Barron's
03/16/2009
Blue Chips
Barron's

2008

11/17/2008
Cost-Basis Burdens Looming
Securities Industry News
10/10/2008
Bailout Plan Causing Vendor Cost Basis Adjustments
Wall Street Letter
09/01/2008
Tackling the Spend-Down
Financial Planning Magazine
07/18/2008
IN: TECHbits – Scivantage
Investment News
07/16/2008
Scottrade Selects Scivantage to Deliver Advisor Platform
Wall Street & Technology
05/12/2008
New Tools for New Cost-Basis Reports
Barron's
04/18/2008
Scivantage Automates Mutual Fund Account Openings
Wall Street & Technology
03/21/2008
IN: TECHbits - Scivantage
Investment News
03/17/2008
Making It Click: Annual Ranking of the Best Online Brokers
Barron's
01/25/2008
IN: TECHbits – Scivantage
Investment News

2007

11/21/2007
Are You Ready for Cost Basis?
Barron's
10/22/2007
Two new tax tools are made available to financial advisers
Investment News
10/08/2007
Advisers Face The Challange of Data Consolidation
Investment News
09/17/2007
Online Security Attacks Against Financial Institutions Rapidly Increasing
Wall Street and Technology
09/17/2007
Thomson Bolsters Wealth Management with Scivantage
Securities Industry News
08/20/2007
Sun Life Unit Deploys Scivantage Professional
Investment News
07/01/2007
Reps Receive Support on Cost Basis Issue
On Wall Street
06/20/2007
Sun Life Creates One Link to Many Back Offices
Wall Street & Technology
May 2007
Brokers Not To Be Swayed By Tax Platform Overflow
Operations Management
03/19/2007
Scivantage Releases Automated Tax Reporting System
Wall Street and Technology
April 2007
Cost Basis Law Could Require Major Broker Investment
Operations Management
02/26/2007
How Institutional Products Move to Mainstream
Securities Industry News
02/15/2007
Capital Gains Gap Targeted
Financial Times
01/01/2007
Opening Up: Banks Expand Customer Reach With Online Account Opening
Bank Systems and Technology

2006

12/04/2006
Dynamic Project at Scivantage
American Banker
09/01/2006
Technology 50: 2006 Ranking of Front Office Solution Providers
Securities Industry News

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