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The Evolving ‘sqope’ of the Retail Market

October 23rd, 2014    Published by Dina Charchour

Retail investors have continued to expand in sheer numbers and levels of technological sophistication over the last several years. According to recent Celent data, the retail investor market is estimated to make up 38% of the current US adult population, with self-directed investors growing at a quicker rate then non-self directed investors. The expanded use… Read More »

Mobile Expansion, More Than Just a Rallying Call

October 17th, 2014    Published by Dina Charchour

Digital technology continues to expand with remarkable speed and ever-broadening scope across a number of technologies, devices, and channels.  As it does, it is rapidly and permanently altering consumer’s expectations about their relationships with financial institutions. The mobile channel, in particular, has become ubiquitous in the financial services sector—according to the Federal Reserve’s 2014 Consumers… Read More »

RECAP – The Race for Retail Investor Assets: Leveraging Analytics to Transform the Online Investment Experience

October 7th, 2014    Published by Dina Charchour

While the growing retail investor segment gains increasing market and technology sophistication, the online investment experience is being transformed to meet a litany of client concerns and expectations—among these are transparency, account aggregation, social investment, and greater self-service capabilities. Performance reporting has emerged as an answer to these calls, bringing higher levels of analysis and… Read More »

Upcoming Webinar with Aite Group – “The Power Play: Leveraging Options Trading to Accelerate Customer Transaction Activity” Register Today!

October 3rd, 2014    Published by Dina Charchour

Advanced trading functionality with options trading at the top of the list, has become both a differentiator and transaction driver for firms that are able to achieve highly visual and intuitive market data research experiences. Empowering investors of all levels with an optimized options trading platform serves as a pathfinder to affordable and intelligent investment… Read More »

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 »


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