RECAP – The Race for Retail Investor Assets: Leveraging Analytics to Transform the Online Investment Experience

While the growing retail investor segment gains increasing market and technology sophistication, the online investment experience is being transformed to meet a litany of client concerns and expectations—among these are transparency, account aggregation, social investment, and greater self-service capabilities. Performance reporting has emerged as an answer to these calls, bringing higher levels of analysis and investment transparency to all investor types at an affordable price point.

In the face of changing technology and implementation imperatives, Scivantage recently teamed up with Celent for a webinar examining the evolving retail investor landscape and the technology drivers that are transforming the online investment experience. In “The Race for Retail Investor Assets: Leveraging Analytics to Transform the Online Investment Experience,” industry experts Ashley Globerman, Analyst, Wealth Management, Celent, and Greg Alves, Senior Vice President, Investment Analytics, Scivantage led a discussion around the dramatic shifts driving advancements in investment transparency and social interaction.

With a focus on technology’s substantial role in connecting firms with their Next Gen clients, the key insights offered during the webinar include:

  • -Sources of long-term future growth for the retail investor population
  • -Streamlined processes for delivering premium analytics and reporting solutions to a broader client base
  • -Feature-rich performance analytics tailored to the retail investor, through SqopeTM

How can technology drivers transform the online investment experience? Download the full webcast of our recent webinar titled,“The Race for Retail Investor Assets: Leveraging Analytics to Transform the Online Investment Experience” to learn more.

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