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Scivantage Wins Sell-Side Technology Award for Mobile Technology Initiative

Scivantage is thrilled to announce that it has won a 2015 Sell-Side Technology Award for Scivantage Investor™ Mobile in the category of Best Sell-Side Mobile Initiative! This accolade builds on Scivantage’s ongoing success and leadership in mobile technology for today’s financial services, particularly at a time when investors are becoming increasingly dependent on mobile-based platforms […]

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Hear From the Experts: Social Integration in the Online Brokerage Space

Isabella Fonseca, Research Director at Celent, contributes to VantagePoint, with a look at digital adoption for wealth management and brokerage firms. Social media and mobile channels are at the forefront of firms’ strategic plans, helping to optimize their connectivity with current and prospective clients and drive growth. To date, large wealth management institutions and brokerage […]

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Webinar Recap: Online Brokerage Market Assessment and Outlook

Today’s U.S. self-directed market has evolved to address the realities of the “post-financial crisis” world, thus changing the landscape of online and digital trading. Through expanding DART growth, shifting active trader profiles and technological advances, the online brokerage market is being re-engineered to power an enhanced, multi-faceted client investment experience. In the face of emerging market drivers, […]

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Mobile Expansion, More Than Just a Rallying Call

Digital technology continues to expand with remarkable speed and ever-broadening scope across a number of technologies, devices, and channels.  As it does, it is rapidly and permanently altering consumer’s expectations about their relationships with financial institutions. The mobile channel, in particular, has become ubiquitous in the financial services sector—according to the Federal Reserve’s 2014 Consumers […]

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Investor Mobile

Scivantage makes it easy and cost-effective to deliver personalized, brokerage services to the range of mobile devices used by today’s investors, including iOS and Android devices. A feature rich, HTML5-based trading and investment account management platform, Investor Mobile links to your order routing and back office management systems, allowing clients to access up-to-the-minute account details, […]

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How to Service the Mass Affluent while Remaining Profitable

Financial firms are faced with the challenge of not only targeting top-tier wealth, but also capturing the masses in order to remain profitable. The mass affluent segment (comprising individuals having US$100,000 to US$1 million of investable assets) owns over 42% of global wealth, making this segment responsible for a majority of the world’s investable assets […]

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Scivantage Receives Two Nominations for 2014 FTF News Technology Innovation Awards

Scivantage is honored to have been nominated for the 2014 FTF News Technology Innovation Awards for Scivantage Maxit® in the category of Best Regulatory Compliance Solution; and Scivantage Investor™ Mobile in the category of Best Cutting-Edge Solution. Presented by Financial Technologies Forum and FTF News, the Technology Innovation Awards recognize information technology firms and service […]

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The Next Generation Investor

The “next generation investor” will leverage digital channels provided by brokerage firms to better enhance their user experience. These tech savvy investors are well educated and tend to be of high socio-economic status. As the market evolves and investment needs continue to change, this group will rely on a new breed of interactive, data-driven tools to help them save time and generate new investment ideas.
Online brokers have been leading the charge as early adopters in developing a digital strategy that delivers a more customized, end-user experience…

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Collaboration Goes Social for Banks

In case you missed it: In a recent Bank Systems and Technology article reporter, Bryan Yurcan reviews the importance of social collaboration and project management tools in promoting efficiency and a more engaged workforce. Many banks have embraced social media as a way to improve customer engagement and are now looking for ways to use […]

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Taking Scivantage Investor Mobile “on the road”

A mobile brokerage offering has become essential to advancing the client investment experience. Consumer reliance on mobile technology has made it necessary for brokerage firms to follow suit, providing flexible trading tools and on-the-go mobile access. This May, Scivantage has taken mobile on the road in support of our Scivantage® Investor™ Mobile platform launch. The 2013 […]