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Scivantage Q1 Highlights

May 20th, 2015    Published by Dina Charchour

As we look back on the first quarter of 2015, it is clear that our 15th anniversary year is off to an exciting start. We are thrilled to call to mind several noteworthy accomplishments, including various industry accolades and new senior hires, all while continuing to expand upon our ongoing thought leadership initiatives. Here are… Read More »

OptionsPlay Ideas Powers Increased Trading Volume for Leading Broker-Dealer

May 15th, 2015    Published by Dina Charchour

As part of our latest Scivantage case study, a full service broker dealer was seeking a solution to extend transaction activity and satisfy the growing needs of its active traders. The company turned to OptionsPlay® Ideas through Scivantage to deliver an innovative tool suite that would provide a streamlined, intuitive market research experience, with functionality configured… Read More »

15 Things You Didn’t Know About Scivantage

May 8th, 2015    Published by Dina Charchour

We are proud to celebrate our 15th anniversary this year with the vast number of clients, partners, friends and employees who have been an integral part of our journey since 2000. In celebration of our 15 years, here’s a list of 15 things you may not have known about Scivantage. Scivantage was founded in November… Read More »

Scivantage Wins Sell-Side Technology Award for Mobile Technology Initiative

April 23rd, 2015    Published by Dina Charchour

Scivantage is thrilled to announce that it has won a 2015 Sell-Side Technology Award for Scivantage Investor™ Mobile in the category of Best Sell-Side Mobile Initiative! This accolade builds on Scivantage’s ongoing success and leadership in mobile technology for today’s financial services, particularly at a time when investors are becoming increasingly dependent on mobile-based platforms… Read More »

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 »


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