The Client Engagement Platform Places Firms at the Center of Their Clients’ Digital Financial Lives
Scivantage, a FinTech 100 technology provider of Digital Wealth Management and Cost Basis solutions, announced today the introduction of Wealthsqope, an innovative digital wealth solution that enables financial firms to provide investors with an easy to understand, comprehensive picture of their investments through an intuitive, state of the art interface.
“Consumers are comfortable living digitally and want to manage all aspects of their financial lives online, from any device,” says Joe Stensland, Chief Commercial Officer, Digital Wealth at Scivantage. “Wealthsqope empowers wealth management firms to deliver a unified digital client experience that meets and exceeds consumers’ expectations, enhancing a firm’s ability to attract, retain and grow client assets.”
Wealthsqope is a complete digital wealth management solution that provides industry-leading functionality, across all investment channels and supports any operating model including self-directed, advisory, robo and trust business. Available as a holistic, turnkey or tailored solution, Wealthsqope places financial firms at the center of their clients’ digital financial lives offering them greater transparency and control of their investments while positioning financial firms to improve investor performance with the aid of unparalleled data and analytics.
Wealthsqope’s rich functionality enables financial firms to:
- Create deeper relationships with clients, directly and with their advisors
- Identify natural cross sell opportunities
- Tailor the solution to fit any firms’ deployment or business model
- Deliver a state of the art, intuitive experience
“By placing financial firms at the center of their clients’ digital financial lives, Wealthsqope is a powerful differentiator that increases client acquisition and retention opportunities,” added Mr. Stensland.
Scivantage® has had a long history in developing solutions that help financial institutions reach their goals, manage their businesses more efficiently and generate new revenue. Early in its history, Scivantage pioneered the development of web-based brokerage and wealth management systems, helping firms embrace and commercialize the nascent online brokerage opportunity. Today, Scivantage is committed to helping firms embrace the investors’ shift to a digital financial life – a new era marked by heightened expectations for user experience, functionality and technological empowerment.
Scivantage® is a FinTech 100 technology provider of Digital Wealth Management and Cost Basis solutions. With proven expertise in online brokerage, tax and portfolio reporting, and wealth management applications, Scivantage delivers intelligent and actionable information that goes beyond the boundaries of traditional financial software, helping improve investment decisions. Leading financial institutions, including broker-dealers, mutual fund companies, bank custodians, trust and prime brokers, depend on Scivantage’s cloud-based technology to achieve critical business insights, generate new revenue and build stronger customer relationships. For more information, please visit https://www.scivantage.com or contact us at +1.646.452.0050.