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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 »

Scivantage Named Finalist in 2015 Wall Street Letter Awards

December 18th, 2014    Published by Dina Charchour

Scivantage is honored to be nominated for the 2015 Wall Street Letter Institutional Trading Awards, which recognize excellence among brokerage firms, exchanges and financial technology companies. Scivantage has been nominated in the Best Trading Platform Client Service — Technology Provider category in acknowledgement of achievements and innovations over the past year. This marks the third… Read More »

The Role of Analytics in Transforming Market Data

December 10th, 2014    Published by Dina Charchour

As advisors and investors look to technology for added efficiency and increased information/education in trading, analytics play a critical role in the trade process by transforming market data into intelligent and actionable information. In the United States alone, the number of traders has more than doubled over the past 10 years, with active traders and… Read More »

OptionsPlay Bids for Benzinga FinTech Awards

December 4th, 2014    Published by Dina Charchour

The Benzinga FinTech Awards are here and our friends at OptionsPlay are in the running for the categories of Best Stock Research Tools and Best Financial App—the inaugural Benzinga FinTech Awards recognize entrepreneurial firms across six categories of fintech innovation. As the most recent addition to the Scivantage Investment Platform, OptionsPlay is built to simplify… Read More »

Our Take on Mobile, Part 1

November 24th, 2014    Published by Dina Charchour

It’s no secret that mobile demand in the financial services sector has exploded over the last several years. As noted in our recent post, Mobile Expansion, More Than Just a Rallying Call, there has been a near doubling in mobile brokerage usage since 2011, attributed greatly to millennial investors who desire an increasingly robust mobile… Read More »


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