Welcome to VantagePoint - Scivantage's Corporate Blog! This interactive community offers insight into our products, services and thoughts on the issues impacting your business. Feel free to join in the discussion.


When Will Deemed Dividends Under Section 305(c) Become a Final Rule? Or Has it Already?

In April of 2016, the IRS published proposed regulations providing that conversion rate adjustments (CRAs) on convertible instruments are deemed dividends and are subject to withholding by withholding agents.  A comment period was scheduled ending 7/12/2016 in which seven comment letters were filed and posted to the docket on  On 7/5/2016, the IRS published ...

PEOTUS Trump and Your Investments

You’ve probably heard there was a recent election in the US. Regardless of how you feel about the outcome, “bigly” changes to the tax code are likely and they will affect all investors. If you are investor, you should be thinking about this now. Smart investors always know the cost basis of their holdings so ...
By scivantage | November 28, 2016 | Cameron Routh, Scivantage
Cost Basis

Cost Basis is Sexy

Cost basis is a funny thing. Every investor knows a little something about it. Since 1913 it’s been the foundation for taxes on capital gains (I’m not absolutely certain about that date; but, really, who’s going to check?). It has appeared on statements and brokerage websites for years. It was almost always incorrect. The basic ...

Ownership, Empowerment, and Innovation…It’s How We Roll!

What’s your company’s culture? If someone asks you to describe it, can you? Do all teammates in your company know it? And more importantly is everyone living by it? It can be challenging to actually put pen to paper in articulating a company’s culture. You may kind of know it, but to actually explain it…that ...

Why Air Guitar Is Important In Business!

Whatever you do in your company and career find the air guitar sweet spot. If you feel good about what you are doing it makes what you're working on much easier....
By scivantage | April 4, 2016 | Chris Farber, Marketing
Scivantage - Business

Truth, Transparency, and the Individual Investor

Today’s individual investor desires, requires, deserves, and would greatly benefit from a higher level of portfolio transparency than they currently have access to. This holds true for the self-directed investor in a brokerage account as much as it does a retirement account....
Scivantage - Goldfish

Raising Your Social Profile And Why It’s Important!

I often say if you raise your profile in life by definition you raise the profiles of those around you too. Unfortunately, the opposite is true as well so be careful who you run with. Your profile is all you have. It is defined primarily by who you associate with, your actions and how you communicate your thoughts and beliefs. That’s about it....
By scivantage | March 16, 2016 | Corporate, Hear from the Experts, Thought Leadership

Go With the Flow In Building a Rich Client Experience

As a leading FinTech company, we’re in a position to see new industry trends before they take shape. Some trends happen quickly while others unfold over a longer period. Today, a trend is evolving that will forever reshape the financial services industry even more than it has already: Unified Digital Wealth Management....

Culture Eats Strategy for Breakfast, Lunch and Dinner!

The power of a company culture is extreme and is why Peter Drucker did say that attempts to change one are futile. He was a proponent of working with what you have and often compared company culture to country culture....

Understanding How Clients Value Your Business

The lesson here is to constantly keep abreast of innovation and client perspective. Being the best at what you do doesn’t matter much if customers don’t value what you do. Focusing on customer needs, not on specific products, is essential to achieving lasting success....
By scivantage | February 28, 2016 | Cost Basis, Scivantage Maxit, Thought Leadership

Our Mission: Create Referenceable Clients

Many companies, in order to capture everything they want to be for their clients (with good intent) try to jam everything into the mission statement, ultimately to the point that no one can actually remember them, to some extent making them worthless....
By Scivantage | January 15, 2016 | Client Engagement, Client Service, Corporate

1099 Commentary: How Should Brokers Report Consent Payments

If you have ever invested in a bond, you will know that the terms of the bond are spelled out in excruciating detail. But have you ever wondered what happens if someone wants to change one of those terms?...
By Scivantage | October 27, 2015 | Bob Linville, Cost Basis, Scivantage Maxit

The 2 A’s in SaaS

The two A's are the connective tissue that makes the link between software and service....
By Scivantage | October 23, 2015 | Posts by Scivantage Team

Balancing Relationship Management And Stockholm Syndrome

Top Relationship Managers are known by everyone in your company and are often recognized by the client or clients they represent. However, there is a balancing act that needs to be performed by management to avoid a potential conflict of interest which can actually hurt your business....
By Scivantage | September 29, 2015 | Client Engagement, Relationship Management

Using Ansible for Automation

Ansible is a tool for automating the setup of servers. Instead of manually installing software, setting permissions, and editing config files, you describe these steps in a “playbook”, and then run it. ...
By Scivantage | September 23, 2015 | Automation, Scivantage

Can Operations Drive Growth?

While great Operations may not get you in the door, failures in Operations will keep you locked out....
By Scivantage | September 17, 2015 | Operations, Scivantage

Making the Case for the Business Case

In the enterprise and infrastructure software space, innovation is slower and development more costly. Still, users and purchasers of technology get excited about the promise of new technology and the positive effect they hope it will provide to them as well as their businesses....
Scivantage Feature

Cost Basis Reporting: Firms Reveal Biggest Needs, Drivers Behind Conversion of Legacy Systems

After quickly putting in place major system upgrades to meet new cost basis regulations several years back, many financial services firms have now realized that their solutions were not necessarily scalable to their enterprise or sufficiently flexible to adapt to the ongoing evolution of the requirements. Yet, even when dissatisfied with their existing systems, some firms have been hesitant to convert to a different reporting solution because of the potential risk of new system limitations, the significant investments made in their first system, or the perceived effort required to undertake such a conversion....

Others Have Customers, We Have Clients

At Scivantage we have…Clients. Because Clients signify a relationship....
By Scivantage | September 9, 2015 | Client Engagement, Corporate, Posts by Scivantage Team

When Selecting a Business Partner, Avoid the Dreaded Loop of Mediocrity

Not choosing the right partner could sentence your company to a hard to identify, and hard to remedy, loop of mediocrity. In addition to the product, selecting the right combination of values, experience, capabilities and people in your software partner will contribute to your ultimate long term success....
By Scivantage | August 17, 2015 | Posts by Scivantage Team