New mobile capabilities deliver an enriched client experience


Scivantage, a technology provider of Digital Wealth Management and Cost Basis solutions, is pleased to announce upgrades to its Wealthsqope Mobile app including; new trading and research experience improvements, advanced investment account management features and enhanced access to account information, aimed at delivering a superior client experience.

“Mobile has become a primary client engagement channel in the financial services industry,” said Joe Stensland, Chief Commercial Officer, Digital Wealth, Scivantage. “If you want to attract new clients, recruit advisors and grow assets, especially with millennials, you need to improve and expand your offerings on the devices most used by investors. As a pioneer in providing mobile capabilities to the investments industry, we continue to drive innovation in our products,” added Stensland.

Wealthsqope’s new mobile enhancements further extend Scivantage’s mobile brokerage capabilities by adding advanced features such as, expanded account information on order entry, order preview and account balance screens. The latest version also introduces a new “Dashboard” view providing enhanced investment account management features including aggregate account balance and performance displays, top holdings by market performance across accounts, asset allocation and balance history charts and more. All the enhancements are geared toward making it easier for users to view and manage the information they need to make more informed investment decisions.

“Our goal at Scivantage is to develop and implement industry-leading digital capabilities that put our financial institution clients at the forefront of their industry. With the latest mobile enhancements, we have taken another step in this direction, continuing to build on our current mobile application and more is planned with a comprehensive user experience redesign including enhanced digital access features coming later this year,” said Scott Freeland, SVP of Wealthsqope Product, Scivantage. “As client engagement continues to be a priority for financial institutions and as the technologies investors use to engage evolves, Scivantage strives to be ahead of these changes. We are doing this with our mobile app and we recently developed and won the BISA Innovation Award for our Wealthsqope Digital Assistant app, providing voice recognition access to investment information. We think it is imperative for our clients to be able to reach their end-investors wherever and however it is convenient. It is our role to prepare our clients with the technology and solutions to do so,” added Freeland.

About Scivantage
Scivantage® is a 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 or contact us at +1.646.452.0050