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Transcending Technology – The Scivantage “R”evolution

April 3rd, 2014    Published by Elena Hassan

Since its inception 14 years ago, Scivantage has strived to deliver best-in-breed solutions to the financial services industry. We started with a vision to redefine and streamline the way financial institutions, financial professionals and their clients transact business and transformed that spark of an idea into an explosive opportunity that ultimately transforms the way our clients interact and make decisions. Within the past 15 months, we earned a significant amount of recognition throughout the industry and last year marked one of Scivantage’s most notable time periods in its history, as we reached new heights which are reflected through the below accomplishments…

    Scivantage Receives Mobile Brokerage Innovation Award

    April 1st, 2014    Published by Elena Hassan

    Scivantage has been recognized as a leader in mobile technology! We are proud to announce that Scivantage Investor™ Mobile has been given the 2014 BISA Technology Innovation Award in recognition of leadership in the advancement of the financial services industry’s products, services and platforms through technology innovation. The honor was awarded to Scivantage during the… Read More »

      The Next Generation Investor

      March 11th, 2014    Published by Elena Hassan

      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…

        The Next Generation of Online Investment Technology Has Arrived with Scivantage #InvestorNextGen

        March 5th, 2014    Published by Elena Hassan

        With increased competition, the evolving scope of digital technology and the growing importance of next generation investors, firms are looking towards an increasingly robust offering of online and multi-channel brokerage capabilities. Enhanced client services across all online, digital and social touch points have become the norm. Today’s investors demand a fully integrated, state-of-the-art client investment… Read More »

          Scivantage to Participate in Cloud Technology Panel Discussion at NJTC CIO Conference

          February 25th, 2014    Published by Elena Hassan

          Scivantage CIO, Andrew Haines, will participate in a panel discussion at the NJTC CIO Conference on Thursday, February 27, 2014. Haines joins industry executives for “Cloud Services / Security Strategies,” highlighting the different types of cloud technology approaches and how organizations are able to manage these systems while maintaining data security. Panelists include: –  … Read More »

            Scivantage to Host Panel Discussion on Self-Directed Channel as Key to Retaining Next Generation Assets

            February 20th, 2014    Published by Elena Hassan

            As part of the 2014 BISA Annual Convention, Scivantage will moderate a panel event on Thursday, March 6, 2014 highlighting industry-wide shifts toward the self-directed investment channel as the key to retaining next generation assets. “Integrated Wealth Management – The Race for Next Generation Assets” will be moderated by Joe Stensland, Scivantage Executive Vice President… Read More »

              Scivantage Named a Finalist in the Wall Street Letter 2014 Institutional Trading Awards

              February 3rd, 2014    Published by Elena Hassan

              Since the inception of the Wall Street Letter 2014 Institutional Trading Awards, Scivantage has been acknowledged by the publication as a leader in the industry. We are proud to announce that Scivantage has once again been named a finalist on the shortlist, with Scivantage Investor™ receiving a nod in the categories of Best Trading Platform… Read More »

                Cost Basis Reporting: The Real Driver Behind Cost Basis Reporting Spending

                January 27th, 2014    Published by Elena Hassan

                By Isabella Fonseca, Research Director, Wealth Management at Celent Bio: Isabella Fonseca is a research director within Celent’s Wealth Management group. Mrs. Fonseca’s current research focuses on wealth management technology in both Europe and North America. Mrs. Fonseca has extensively covered topics on wealth management trends, retail brokerage, financial planning, advisor platforms, and cost basis reporting. … Read More »

                  UPCOMING WEBINAR – “A Tactical Framework: Integrating the Online Channel into your Wealth Management Strategy” Register Today!

                  January 20th, 2014    Published by Elena Hassan

                  A fully integrated, self-directed investments channel has become an essential component to a comprehensive wealth management strategy. Register today and join industry experts Sophie Schmitt, Wealth Management Analyst at Aite Group, Jim Goodwin, President of Riperian, and Chris Psaltos, Vice President, Product Management at Scivantage as they discuss insights from the latest research from Aite… Read More »

                    Scivantage Reaches New Heights in 2013

                    December 17th, 2013    Published by Elena Hassan

                    New Strategic Partnership, Key Acquisition, Client Wins, Product Launches, and Notable Achievements Contribute to Historical Year for the Firm

                    As a result of our clients’ support and teams’ efforts, 2013 was a historical year for Scivantage. From strategic partnerships and acquisitions to new product innovations, all contributing to the numerous accolades Scivantage has been awarded with this year, notably a debut on the FinTech 100 as a top financial services technology provider, we have built considerable momentum to jumpstart 2014…

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