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Unifying the Advisor and Investor Experience: The Rise of Client-Centric Wealth Management

As the wealth management landscape continues to evolve with new technologies and user expectations, investments in client-facing technology have taken new precedence. Investment firms, faced with changing client profiles and technological advancements, are reevaluating their technology strategy in order to successfully engage investors and advisors. This latest webcast with Aite Group, “Unifying the Advisor and Investor […]

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Reevaluating the Wealth Management Technology Strategy

As the wealth management landscape continues to evolve with new technologies and user expectations, investments in client-facing technology have taken new precedence. Investment firms, faced with changing client profiles and technological advancements, are reevaluating their technology strategy in order to successfully engage investors and advisors. The latest research from Aite Group titled, “The Race to […]

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Online Brokerage Market Assessment & Outlook

Today’s U.S. self-directed market has evolved to address the realities of the “post-financial crisis” world. From generational shifts and changing client expectations to regulatory pressures and technological advances, the online brokerage market is being re-engineered to power an enhanced, multi-faceted client investment experience. To complete, firms must heed the call for differentiation, enhancing their trading platforms and […]

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The State of Online Brokerage Platforms

Today’s U.S. self-directed market has evolved to address the realities of the “post-financial crisis” world. From generational shifts and changing client expectations to regulatory pressures and technological advances, the online brokerage market is being re-engineered to power an enhanced, multi-faceted client investment experience. The latest research from Celent titled, “The State of Online Brokerage Platforms,” guides financial […]

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Upcoming Webinar with Celent: Online Brokerage Market Assessment and Outlook

The wealth management industry is faced with an evolving landscape of generational shifts, changing client expectations, regulatory pressures, and technological advances. In light of these unprecedented changes, firms are heeding the call for differentiation, enhancing their trading platforms and dedicating resources to continuous digital strategy innovation. Register today and join industry experts Isabella Fonseca, Research Director […]

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Market Demand Drivers Transforming Online Investments

Now more than ever, consumers are accessing content through a multitude of digital platforms, and the financial services industry is expanding its models of information consumption in order to maintain and grow the retail investment space. Account accessibility and ease-of-use have become standard points of measurement when evaluating a product’s likely success in today’s market, […]

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Scivantage OptionsPlay Ideas Overview

Staying competitive in today’s market requires delivering an excellent value to retain clients, while at the same time capturing new clients and younger generations of investors. Innovative new tool OptionsPlay® Ideas can enchant both groups and generate new revenue in the process.

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RECAP – The Race for Retail Investor Assets: Leveraging Analytics to Transform the Online Investment Experience

While the growing retail investor segment gains increasing market and technology sophistication, the online investment experience is being transformed to meet a litany of client concerns and expectations—among these are transparency, account aggregation, social investment, and greater self-service capabilities. Performance reporting has emerged as an answer to these calls, bringing higher levels of analysis and […]

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Leveraging Portfolio Analytics to Transform the Online Investment Experience

The needs of the retail investor are rapidly changing as technological advances continue to push the boundaries of investment transparency, and social interaction. With increased competition, the race for investor assets has never been more intense and it has financial institutions searching for new and innovative ways to transform their online investment experience. From advanced […]