Scivantage Launches New Performance Reporting Tool for the Retail Investor, with a Social Twist

With over 41 million traders and $1.8 trillion in assets, according to recent Aite Group research, the retail investor landscape is not only changing, but vastly growing in scope. In order to compete, and grow greater share of wallet, firms are placing a renewed focus on achieving scalability, while delivering tools and services that are tuned into the expectations of their clients.

From insight selling to social integration, technological innovation has become key to client retention, acquisition and profitability across retail financial services. Today’s active investors—who are characterized by their high trading volume, technological sophistication and use of complex trading strategies—are increasingly demanding that financial institutions provide better access to tools and services that allow them to more effectively manage their investments, and the risks associated with today’s volatile markets. New products and services are expected to reflect a deep understanding of the client, increasing portfolio transparency and promoting more informed investment decisions.  

With SqopeTM (pronounced skohp) financial institutions can offer investors a unique, personalized view into how their investments are performing and provide actionable, data-driven insights for better investment decision-making. Sqope is a performance measurement and reporting solution that brings together real-time performance updates and easy-to-understand metrics, enabling investors to take a proactive approach to managing their investments, while bringing together the flexibility of online access with timely, accurate data for greater investment transparency.

To learn more about SqopeTM, visit www.scivantage.com/Sqope.

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