Scivantage to Discuss Trends in Wealth Management and Mobility at Celent Securities and Investments Event

BOSTON – January 24, 2012 — Chris Psaltos, Vice President of Product Management 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 the upcoming Celent S&I Event: North American SnAppshot: Mobility in Capital Markets and Wealth Management on Jan. 25, 2012, in Boston. Psaltos will discuss current mobile trends in wealth management during a presentation, scheduled for 10:45am EST, that will review:

  • A discussion of issues and opportunities for institutions and providers
  • The role and importance of functionality for smarter devices
  • Lessons learned from app development, the integration of apps into existing systems, and should staff be allowed to use devices they bring from home
  • The role of mobility and the customer – a source of revenue generation or preservation?

Find out more information about the Celent S&I Event: North American SnAppshot: Mobility in Capital Markets and Wealth Management by visiting the following link: If you are interested speaking with Chris Psaltos, please contact

About Scivantage

Leading financial institutions depend on Scivantage for essential front- and middle-office applications that deliver transaction-critical data, automate key business processes and drive operational efficiencies. Scivantage’s proven, back-office independent brokerage solutions offer a powerful suite of applications that span the workflow of financial professionals and support the complex investment needs of the retail investor. From online trading and event notification management to automated account opening, maintenance and funding, Scivantage enables financial institutions and financial professionals to dramatically reduce operational costs, strengthen customer relationships and improve productivity. For more information, please or contact us at +1.866.724.8268.

Enabling Financial Transactions.  Automate.Connect.Transact.

Posted in Press Release.