Scivantage Hires Former Merrill Edge Executive to Advance Digital Client Engagement Platform

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 offering, Wealthsqope.

In its continuing effort and strong commitment to delivering the most in-depth Digital Wealth Management solutions to leading financial institutions, Scivantage has brought on Scott Freeland, former Merrill Edge Head of Online Investing, Product Management/Delivery & Business Operations, as Senior Vice President, Head of Product Management, Digital Wealth. “It’s an exciting time to start with Scivantage as the financial services industry experiences major shifts in client expectations for the creation and delivery of innovative digital wealth management solutions,” noted Scott. “The unique set of digital platform solutions and innovative technology that Scivantage is delivering with Wealthsqope puts us in a position to help financial institutions navigate the evolution of their digital client experience. I look forward to working with the team to further grow and advance its Digital Wealth Management platform,” he added.

Scott brings over 20 years of extensive experience in the Wealth Management marketplace, launching and managing new investing businesses and bank/brokerage offerings, digital banking & investing platforms and innovative financial products and investing solutions. In support of the Merrill Lynch merger with Bank of America, Scott led the build-out and launch of the Merrill Edge self-directed investing business.

“We’re thrilled to have Scott join us as we roll out Wealthsqope, the newest advancement of our Digital Wealth Client Engagement Platform,” said Joe Stensland, Scivantage Chief Commercial Officer, Digital Wealth. “Scott comes to us with the perspective of our clients and prospects which puts him in a unique position to define and implement the future strategic vision for our product suite. His extensive industry experience will be critical in extending the value our digital wealth products deliver to the wealth management industry,” Stensland added.

About Scivantage

Scivantage® is a FinTech 100 technology provider of Digital Wealth and Cost Basis solutions. With proven expertise in online brokerage, tax and portfolio reporting, and wealth management applications, Scivantage delivers intelligent and actionable information that goes beyond the boundaries of traditional financial software, helping improve investment decisions. Leading financial institutions, including broker-dealers, mutual fund companies, bank custodians, trust and prime brokers, depend on Scivantage’s cloud-based technology to achieve critical business insights, generate new revenue and build stronger customer relationships. For more information, please visit http://www.scivantage.com or contact us at +1.866.724.8268. For more information on our Digital Wealth Client Engagement Platform, please visit http://www.wealthsqope.com.

 

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