Scivantage to Discuss Overcoming Issues and Challenges in Phase 3 of the IRS Cost Basis Reporting Regulations

New York — July 12, 2012 — Greg Alves, Senior Vice President of Investment Reporting at Scivantage®, an independent financial technology provider with proven expertise in online brokerage, tax and portfolio reporting and wealth management applications, will be speaking at Convey’s New York Summit on July 19, 2012, in New York City. Alves will examine lessons learned from the 2011 cost basis reporting implementation and look ahead to the 2014 tax reporting season during a panel discussion, scheduled for 8:45am EDT, which will review:

  • Transition from global to transactional processing
  • Data synchronization
  • Volume management
  • Balancing compliance with customer service

Find out more information about Convey’s New York Summit here: http://saas.convey.com/Regional-Summit-Agenda.html.

If you are interested speaking with Alves, please contact scivantage@cognitomedia.com.

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.