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Scivantage FinTech Incubator Program Update

October 1st, 2014    Published by Dina Charchour

Following an eventful Incubator Pitch Day, our selected Incubator team has been hard at work establishing its forthcoming next generation financial technology-focused product, the first to be launched as part of our Scivantage FinTech Incubator Program. In collaboration with Stevens Institute of Technology and Scottrade, Inc., the Scivantage FinTech Incubator Program has connected this cycle’s start-up team… Read More »

OptionsPlay® Ideas, Latest Addition to Scivantage Investment Platform

September 24th, 2014    Published by Dina Charchour

As the self-directed channel continues to grow, banks and brokerages are seeking additional tools to empower active investors in order to both gather and retain assets in this highly competitive market. This task comes with its own challenges. In addition to staying competitive and capturing younger generations of investors, firms need to address plateauing profits and… Read More »

How to Service the Mass Affluent while Remaining Profitable

September 19th, 2014    Published by Dina Charchour

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… Read More »

Cost Basis Reporting Takeaway: Identifying Debt

September 11th, 2014    Published by Dina Charchour

The operational challenges of cost basis reporting compliance have not yet fully abated. “There will likely be a tsunami of calls from confused investors who don’t understand their tax reports and some incorrect reporting by financial firms which will need to redo their work,” describes cost basis expert Bob Linville, Scivantage Director of Product Management,… Read More »

Leveraging Data and Investment Planning Tools to Increase Platform Value

September 4th, 2014    Published by Dina Charchour

Looking back at the past few years, wealth management firms have had to focus a great amount of time and resources on compliance and regulatory mandates. Now that compliance challenges have begun to alleviate and wealth management firms have systems in place to meet regulatory requirements, a new challenge has risen. How do firms remain… Read More »

Cost Basis Reporting Takeaway: FinOps Reports on the “Final Lap” of Regulations

August 15th, 2014    Published by Dina Charchour

While Phase III Cost Basis Reporting regulations were implemented in January 1, 2014, firms are still grappling with the operational toll of compliance, particularly as it relates to simple debt instruments. In this in-depth FinOps Report piece, industry expert Bob Linville, Director of Product Management at Scivantage, takes a focused look at the final phase… Read More »

Upcoming Webinar with Celent – “The Race for Retail Investor Assets: Leveraging Analytics to Transform the Online Investment Experience” Register Today!

August 14th, 2014    Published by Dina Charchour

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… Read More »

Scivantage Launches New Performance Reporting Tool for the Retail Investor, with a Social Twist

July 21st, 2014    Published by Dina Charchour

With over 41 million traders and $1.8 trillion in assets, according to recent Aite Group research, the retail investor landscape is not only changing, but vastly growing in scope. In order to compete, and grow greater share of wallet, firms are placing a renewed focus on achieving scalability, while delivering tools and services that are… Read More »

Unified Wealth Management: Bridging the Client Engagement Gap

July 2nd, 2014    Published by Dina Charchour

The evolution of the wealth management industry continues to transform client engagement as firms face increased competition in retaining and growing next generation assets. In this new era of always-on Investment Services, where web, mobile, tablet and social channels intersect, a comprehensive digital strategy is essential to delivering a unified wealth management experience that is… Read More »

Innovation Meets Opportunity: Scivantage Launches FinTech Incubator

June 9th, 2014    Published by Dina Charchour

Over the past decade, our lives have been positively impacted in almost every facet through technological innovation. Whether it is how we communicate with one another, how our food is grown and delivered, or the tremendous strides taken in developing and consuming alternative energy sources, technological innovation has paved the way for a more efficient… Read More »

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