Sqope from Scivantage

More than ever, retail investors require better control over their portfolios, and demand has intensified for tools that empower users to clearly understand and improve investment performance. Does your firm actively target this evolving user base to develop relationships and drive investor activity? Does it fully leverage portfolio analytics tools to engage, secure and expand client relationships?

Bringing together dynamic portfolio analytics, crowd-sourced peer group analysis, and intuitive, visual dashboards, Sqope™ (pronounced skohp) is a personalized portfolio management platform designed to help retail investors gain greater clarity around investment performance. Sqope enables financial institutions to offer investors a unique view into how their investments are performing and provides actionable, data-driven insights for better investment decision-making.

View our official Sqope video below.


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