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Robo Advisor: Not Just Another Robo Article

August 3rd, 2015    Published by Elena Hassan

By the time you finished your coffee this morning you probably already read a dozen headlines about Robo Advisors. And possibly, by the time you have your second cup there could even be a dozen new robo startups. We’ve all read about how robos are going to put traditional advisors out of business; or, revolutionize the business for those same advisors (indeed, there are many camps in between). This is not another article about automated advice or about the war of words between Wealthfront and Betterment and Schwab and Vanguard and, well, anyone else for that matter. This article isn’t about questioning how automated investments will perform during a market correction, debating whether allocating a significant portion of portfolios to cash is good or bad, or examining whether automated tax loss harvesting is diametrically opposed to Buffet’s (or Graham’s) investment philosophy. It’s definitely not an article about how Millennials are reshaping the investment world.

Portfolio Analytics 101: A Critical Component of Higher DARTs

July 29th, 2015    Published by Elena Hassan

Diligent portfolio management is critical to successful investment, but in an era of high-frequency trading and information overload, retail investors risk missing out on many opportunities to trade if they have to analyze their portfolios manually. In fact, retail investors who make more than 500 trades a year would do so more often if they… Read More »

The 2nd ‘S’ in SaaS

July 27th, 2015    Published by Elena Hassan

SaaS is here to stay. It’s the norm. It had an understandably measured start, with many financial institutions reluctant to embrace it in its early years. However, today SaaS is widely accepted in all verticals because the benefits are numerous, not the least of which being that SaaS allows businesses to do what they do best.

Security! Core Components to a Sound Security Methodology

July 22nd, 2015    Published by Elena Hassan

Security. That word alone can be so daunting… and the perfect implementation of Security practices in an organization can at times seem like an insurmountable task. Security is all about a methodology based on common practices that we, as users, already know and adhere to. The four essential elements of this are…

Cost Basis Reporting: Beyond Cost and Straight to Reporting

July 21st, 2015    Published by Elena Hassan

As the investment industry continues meet IRS reporting requirements, firms face increasing costs for this regulatory compliance. Some firms are hoping to reduce resource requirements using additional automation for items such as corporate actions. Others are asking, “How else can I leverage my cost basis data to make this investment more valuable?” If your firm is grappling with either of these concerns, consider Scivantage Maxit.

An Eye on my ROI

July 20th, 2015    Published by Elena Hassan

I just turned 50. The big five-O. I can’t believe it. Even more than that, I can’t believe the things this “milestone” is forcing me to think about. All the fun things I’ve done, and what should that list of fun things include in chapter two? Followed by, “How do I get more money to do those fun things?” And then, “Have I saved enough money for retirement?” And finally, “crap.”

So, savings. I’ve read all kinds of tips on how to become a better saver. And part two of that equation, how to make those savings grow. Being a Bostonian, I really want to make those savings grow wicked good. Wicked pissa growth is what I want, frankly. Part three of the recipe is what’s the maximum “growth rate” I can achieve, am I achieving it, and if not, why not? My broker tells me that, right? Not really.

Relationship Management: Please don’t call us a Vendor, we want to be your Partner

July 13th, 2015    Published by Elena Hassan

I cringe when I hear a customer describe our relationship with them as vendor-based. The term “vendor” is often used to describe a person that sells something on the street, or a business that simply sells a product or service. Wow, I know I certainly don’t want to be thought of as just that. We want to do so much more for our customers, don’t we?

To be viewed as a partner is the ultimate achievement for any relationship. Thinking back to my Miller Heiman training earlier in my career, to be a partner meant that you were at a four or five on the Buy-Sell hierarchy. You were contributing and helping to solve a customer’s business issue or remedying an organizational challenge.

Unified Wealth Management Technology Remains a Priority

July 6th, 2015    Published by Elena Hassan

The increase in mobile and tablet applications, as well as online resources and educational tools, has created new opportunities for investors to take a more self-directed approach to their finances and investments – while also creating new challenges for investment firms, who must adapt to the changing profile of today’s investor and deliver unified wealth management experience to their clients.

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 »


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