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Cost Basis Reporting Takeaway: FinOps Reports on the “Final Lap” of Regulations

August 15th, 2014    Published by Dina Charchour
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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 »

    Upcoming Webinar with Celent – “The Race for Retail Investor Assets: Leveraging Analytics to Transform the Online Investment Experience” Register Today!

    August 14th, 2014    Published by Dina Charchour
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    The needs of the retail investor are rapidly changing as technological advances continue to push the boundaries of investment transparency, and social interaction.  With increased competition, the race for investor assets has never been more intense and it has financial institutions searching for new and innovative ways to transform their online investment experience.  From advanced… Read More »

      Scivantage Launches New Performance Reporting Tool for the Retail Investor, with a Social Twist

      July 21st, 2014    Published by Dina Charchour
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      With over 41 million traders and $1.8 trillion in assets, according to recent Aite Group research, the retail investor landscape is not only changing, but vastly growing in scope. In order to compete, and grow greater share of wallet, firms are placing a renewed focus on achieving scalability, while delivering tools and services that are… Read More »

        Unified Wealth Management: Bridging the Client Engagement Gap

        July 2nd, 2014    Published by Dina Charchour

        The evolution of the wealth management industry continues to transform client engagement as firms face increased competition in retaining and growing next generation assets. In this new era of always-on Investment Services, where web, mobile, tablet and social channels intersect, a comprehensive digital strategy is essential to delivering a unified wealth management experience that is… Read More »

          Innovation Meets Opportunity: Scivantage Launches FinTech Incubator

          June 9th, 2014    Published by Dina Charchour
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          Over the past decade, our lives have been positively impacted in almost every facet through technological innovation. Whether it is how we communicate with one another, how our food is grown and delivered, or the tremendous strides taken in developing and consuming alternative energy sources, technological innovation has paved the way for a more efficient… Read More »

            Upcoming BISA Webinar – “A Tactical Framework: Integrating the Online Channel into your Wealth Management Strategy” Register Today!

            May 6th, 2014    Published by Dina Charchour
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            As the self-directed channel continues to grow, particularly among the newer segment of investors, it’s imperative for banks and brokerages to have a platform which is easy to use and provides a seamless end user experience. Register today and join industry experts Chris Psaltos, Scivantage Vice President of Product Management, Sophie Schmitt, Wealth Management Analyst… Read More »

              Scivantage Receives Two Nominations for 2014 FTF News Technology Innovation Awards

              May 2nd, 2014    Published by Dina Charchour
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              Scivantage is honored to have been nominated for the 2014 FTF News Technology Innovation Awards for Scivantage Maxit® in the category of Best Regulatory Compliance Solution; and Scivantage Investor™ Mobile in the category of Best Cutting-Edge Solution. Presented by Financial Technologies Forum and FTF News, the Technology Innovation Awards recognize information technology firms and service… Read More »

                Scivantage to Participate in Cost Basis Workshop Panel at SIFMA Operations Conference

                April 24th, 2014    Published by Elena Hassan

                Bob Linville, Scivantage Director of Product Management will be participating in a workshop panel at the SIFMA Operations Conference and Exhibition 2014 (SIFMA Ops 2014) on Tuesday, April 29, 2014. Moderated by Justin Hopkins, Strategic Project Manager, Broadridge Financial Solutions, the panel joins industry thought leaders for a discussion on “Phase III of Cost Basis… Read More »

                  Transcending Technology – The Scivantage “R”evolution

                  April 3rd, 2014    Published by Elena Hassan

                  Since its inception 14 years ago, Scivantage has strived to deliver best-in-breed solutions to the financial services industry. We started with a vision to redefine and streamline the way financial institutions, financial professionals and their clients transact business and transformed that spark of an idea into an explosive opportunity that ultimately transforms the way our clients interact and make decisions. Within the past 15 months, we earned a significant amount of recognition throughout the industry and last year marked one of Scivantage’s most notable time periods in its history, as we reached new heights which are reflected through the below accomplishments…

                    Scivantage Receives Mobile Brokerage Innovation Award

                    April 1st, 2014    Published by Elena Hassan

                    Scivantage has been recognized as a leader in mobile technology! We are proud to announce that Scivantage Investor™ Mobile has been given the 2014 BISA Technology Innovation Award in recognition of leadership in the advancement of the financial services industry’s products, services and platforms through technology innovation. The honor was awarded to Scivantage during the… Read More »


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