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Education and Empowerment: Keys for Capturing a Share of the Changing Self-Directed Investor Market

June 29th, 2015    Published by Elena Hassan

Earlier this year, Isabella Fonseca of Celent and Chris Psaltos, VP of Product Management at Scivantage, hosted a webinar in which they discussed the recent Celent report, The State of Online Brokerage Platforms. A key finding of the report is that online brokerage platforms are generally healthy, with numbers of both users and revenues up over the past few years. This growth is a result of ongoing shifts in the self-directed investor market, which is defined as a group of investors who choose to make their own trades rather than relying on an advisor. This group has grown year-over-year, and brokerages have been racing to capture market share.

5 Things You Didn’t Know About sqope

June 22nd, 2015    Published by Dina Charchour

Advanced performance measurement and portfolio analytics were once costly offerings that brokerages could only deliver to large institutional and high-net-worth investors; however in recent years, retail investors have increasingly demanded these same sophisticated tools. Brokerages haven’t been able to meet these demands in full because existing performance measurement technologies were not sufficiently scalable to offset… Read More »

Scivantage Client Conference Recap: Scivantage Celebrates 15 Years of Success

June 9th, 2015    Published by Dina Charchour

Even though we held our 2015 Scivantage client conference at the ARIA Resort in Las Vegas, too many great things happened for them to “stay in Vegas,” as the saying goes. This year, we invited attendees to reimagine the future with us as we celebrated our company’s 15th anniversary. We took the time to reflect… Read More »

Hybrid Service: Expanding Brokerage Offerings and Value for Self-Directed Investors

June 4th, 2015    Published by Dina Charchour

Chris Psaltos, Vice President of Product Management at Scivantage, contributes to VantagePoint, with a look at hybrid service models in the wealth management space. As investor demands continue to rapidly evolve, technology has been placed at the forefront of debates in the wealth management industry. The technological progression has some people predicting a robo-advisor take over; however, many… Read More »

Robo-Advisors Need Advisors, Too.

May 28th, 2015    Published by Dina Charchour

The rise of the robo-advisor is often portrayed as the end of the traditional financial advisor. However, our recent webinar, in collaboration with Aite Group, titled “Unifying the Advisor and Investor Experience: The Rise of Client-Centric Wealth Management,” tells a much more complex story about the future of the wealth management industry. The webinar, which was… Read More »

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 »


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