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

April 9th, 2015    Published by Dina Charchour

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… Read More »

Market Trends in Independent RIAs

April 2nd, 2015    Published by Dina Charchour

Independent RIAs (Registered Investment Advisors) have increased significantly in recent years, driven largely by the introduction of new technology and by the changing profile of today’s investors. Advisors who first broke away from traditional wirehouses helped to set in motion a trend in increased sovereignty within financial services, for both advisors and clients, as demand… Read More »

Webinar Recap: Unifying the Advisor and Investor Experience

March 16th, 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. In light of these client-centric demands, Scivantage recently teamed up… Read More »

Portfolio Management Solutions: DESKTOP vs. WEB

March 13th, 2015    Published by Dina Charchour

As the wealth management space continues to adopt more digital platforms and technologies, access to portfolio information is becoming quicker and more transparent. To help meet these trends, portfolio management offerings need to deliver the flexibility and convenience that financial advisors need to oversee their clients’ investment data, as well as optimize portfolio performance and… Read More »

sqope Bids for 2015 FTF News Technology Innovation Awards

March 9th, 2015    Published by Dina Charchour

Scivantage is honored to have been nominated for the 2015 FTF News Technology Innovation Awards for sqopeTM in the category of Best Performance Measurement and Attribution System. Presented by Financial Technologies Forum and FTF News, the Technology Innovation Awards recognize information technology firms and service providers in the financial sector as well as industry professionals… Read More »

The Rise of the Self-Directed Investor in a Digital Era

March 2nd, 2015    Published by Dina Charchour

The increasing use of technology in financial services has led to an unprecedented level of transformation and democratization across the industry – particularly in the online brokerage space. With the rise of services that allow investors to manage their wealth independently, the role of financial advisors is changing drastically. In a recent webinar presented by… Read More »

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 »


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