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Increasing Engagement with Client Reporting

February 23rd, 2015    Published by Dina Charchour

Comprehensive, flexible client portfolio reporting has taken greater precedence across the financial advisor space, with over 1/3 of firms reporting recent or future activity around client reporting, according to Aite Group’s recent “Trends in the Fully Disclosed Broker-Dealer Space” study. Industry-wide drivers, including an evolving need to streamline business operations, reduce operational costs and deliver… Read More »

Upcoming Webinar with Aite Group: The Rise of Client-Centric Wealth Management

February 19th, 2015    Published by Dina Charchour

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. Register today and join industry experts Sophie Schmitt, Senior Analyst,… Read More »

Webinar Recap: Online Brokerage Market Assessment and Outlook

February 11th, 2015    Published by Dina Charchour

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,… Read More »

Celebrating 15 Years of Innovation and Excellence

February 5th, 2015    Published by Dina Charchour

Since Scivantage was founded 15 years ago, technology has brought rapid change and innovation to financial services – and as we embark on this milestone anniversary year, Scivantage continues to lead the way in this transformation. Our delivery of high performance products and services that go beyond the boundaries of traditional offerings has allowed Scivantage… Read More »

5 Things You May Have Missed

January 30th, 2015    Published by Dina Charchour

Here’s a quick roundup of the latest Scivantage news and headlines you may have missed this month. How are Robo Advisors Changing the Industry? Our EVP of Product Strategy and Marketing, Cameron Routh discusses the robo advisor trend in the latest issue of BISA OneSource. “To advisors, robos are being positioned as a threat,” Routh… Read More »

Cost Basis Reporting Takeaway – Disallowed Carryover: Tracking and Reporting

January 23rd, 2015    Published by Dina Charchour

With 2015 now underway, cost basis reporting is top-of-mind for brokers and investors as they comply with the complex mandates, and look to maintain operational efficiency. Bob Linville, Director of Product Management, Scivantage, helps to clarify the meaning of disallowed carryover offset in his most recent video – Reporting and Tracking Disallowed Carryover Offset –… Read More »

Upcoming Webinar with Celent: Online Brokerage Market Assessment and Outlook

January 13th, 2015    Published by Dina Charchour

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… Read More »

VantagePoint Rewind: Top 10 Posts of 2014

January 9th, 2015    Published by Dina Charchour

As we enter into the new year, here’s a quick look back at our most popular VantagePoint reads of 2014:

Scivantage Closes another Successful Year as it prepares for Major Milestone

December 31st, 2014    Published by Dina Charchour

New product launches, key partnerships, industry awards and noteworthy hires contribute to another successful year for Scivantage As a result of our company’s ongoing commitment to developing and delivering the highest quality services and products to our clients, 2014 marks a time of innovation and progress for Scivantage and lays the foundation for next year’s… Read More »

Cost Basis Reporting Takeaway: Identifying & Reporting Transferred Debt Securities

December 24th, 2014    Published by Dina Charchour

The New Year traditionally marks a time when businesses look to reignite their company’s outlook and build momentum towards another successful and prosperous year. In 2015, however, brokers will once again be faced with a new wave of cost basis reporting mandates, and this isn’t something that many institutions are celebrating. For the first time,… Read More »

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