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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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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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Accelerating Customer Transaction Activity Through Advanced Trading

Common challenges of remaining competitive and capturing younger generations of investors remain constant. Financial institutions also face a need to address plateauing profits and look for new, creative sources of revenue. Advanced trading, with options trading at the top of the list, has become a transaction driver for firms that are able to achieve highly visual 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 […]

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A Tactical Framework: Integrating the Online Channel into your Wealth Management Strategy

Today’s Investor is more sophisticated and demands a multi-faceted client experience. Financial institutions face increased competition across business lines, as well as steep challenges to retain assets and grow their client relationships. To compete, financial firms need to deliver advanced, multi-channel offerings, that appeal to a wide range of investors. The latest research from Aite […]

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Beyond Compliance: Maximizing Your Cost Basis Reporting Investment

As cost basis reporting regulations inch towards their final phase, firms are now looking beyond compliance and searching for new and innovative ways to get the most out of their investment. From total cost of ownership initiatives to maximizing the value of the data, cost basis reporting has financial institutions reevaluating their overall strategy to […]

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Defining a Digital Brokerage Strategy: Improve the Client Investment Experience Across Mobile & Social Channels

What would your clients say about their investment experience with your firm?  For brokerage firms and banking institutions alike, continually improving the client experience is arguably the most essential element in gaining or maintaining a competitive edge. The ubiquitous nature of smartphone and tablet technologies and the growing reliance on community recommendations and support, provide […]

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Cost Basis Reporting Landscape 2012: Are Firms Staying the Course?

Join Alex Camargo, Analyst, Wealth Management, at Celent and Greg Alves, Senior Vice President, Investment Reporting at Scivantage as they share valuable insights and findings from Celent’s recent research: “Cost Basis Reporting Landscape 2012: An Analysis of Readiness of Firms, Technology Capabilities and Lessons Learned”.  

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The Race for Next-Generation Assets: Can Banks Maintain Their Lead?

Join Sophie Schmitt, Senior Analyst, Wealth Management, at Aite Group and Chris Psaltos, Vice President, Product Management at Scivantage as they share valuable insights and findings from Aite Group’s recent research: “The Race for Next-Generation Assets: Can Banks Maintain Their Lead?”.