NEW YORK — Sept. 09, 2013 — Robert Linville, Director 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 participating in a panel discussion at the SIFMA Corporate Actions Section’s Annual Tax Seminar on Sept. 27, 2013, in New York.
The SIFMA Corporate Actions Section works to provide members with networking and educational opportunities focused on best practices in the corporate actions, proxy and settlement sectors of the financial services industry. During the event, Linville will join other panelists to discuss the current cost basis landscape, as well as what firms need to know in order to prepare for Phase III regulatory reporting requirements.
The event will take place at the SIFMA Conference Center, on Sept. 27, 2013, and the cost basis panel will be held at 9:55am EDT. If you are interested in speaking with Linville, please contact: firstname.lastname@example.org.
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.