As we enter into the new year, here’s a quick look back at our most popular VantagePoint reads of 2014.

1. Unified Wealth Management:
Bridging the Client Engagement Gap
The evolution of the wealth management industry continues to transform client
engagement as firms face increased competition in retaining and growing next
generation assets. Our fourth annual executive roundtable event focused on
the importance of a unified wealth management strategy and the challenges that
come with enhancing the client experience and developing a comprehensive
digital strategy.
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2. Leveraging Data and Investment Planning Tools to
Increase Platform Value
Now that compliance challenges have begun to level and firms have systems in place
to meet regulatory requirements, a new challenge has risen: how to remain compliant
while retaining and attracting new investor assets. As consumer expectations continue
to evolve, it is important for financial institutions to enhance and embrace digital
channels in order to engage with tech savvy, next generation investors and capture
this influential segment.
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3. How to Service the Mass Affluent while
Remaining Profitable
Financial firms are faced with the challenge of not only targeting top-tier wealth, but
also capturing the masses in order to remain profitable. Is it possible for firms to
service both groups through personal touch branches and a powerful digital channel,
while remaining profitable? Technology solutions are playing an increasingly vital role
in this balancing act of traditional, client/advisor relationships, alongside the evolving
needs of customer service and robust self-directed capabilities.
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4. Cost Basis Reporting:
The Real Driver Behind Cost Basis Reporting Spending
Celent recently conducted research which confirms that financial institutions continue
to face a number of challenges that are forcing them to reconsider their overall
cost basis reporting strategy. In this special cost basis reporting assessment, Isabella
Fonseca, Research Director, Wealth Management at Celent, contributes expert
commentary focused on the significant growing pains financial institutions are
undergoing due to regulatory compliance.
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5. The Evolving ‘sqope’ of the Retail Market
Retail investors have continued to expand in sheer numbers and levels of
technological sophistication over the last several years. According to recent Celent
data, the retail investor market is estimated to make up 38% of the current US adult
population, with self-directed investors growing at a quicker rate then non-self
directed investors. With these shifts, client expectations have evolved, driving market
needs and technological innovation to keep pace with this influential segment.
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6. Mobile Expansion, More Than Just a Rallying Call
Digital technology continues to expand with remarkable speed and ever-broadening
scope across a number of technologies, devices, and channels. For financial
institutions, the implications are clear: Mobile solutions are no longer a differentiator,
but are instead an essential aspect of their relationship with customers—both
individual and institutional.
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7. The Role of Analytics in Transforming Market Data
As advisors and investors look to technology for added efficiency and increased
information/education in trading, analytics play a critical role in the trade process by
transforming market data into intelligent and actionable information. In the United
States alone, the number of traders has more than doubled over the past 10 years;
with this overall change in market composition, investors’ access and comprehension
of market data have taken renewed precedence.
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8. Cost Basis Reporting Takeaway:
Identifying & Reporting Transferred Debt Securities
The New Year traditionally marks a time when businesses look to reignite their
company’s outlook and build momentum towards another successful and prosperous
year. In 2015, however, brokers will once again be faced with a new wave of cost basis
reporting mandates, and this isn’t something that many institutions are celebrating.
Industry expert Bob Linville, Director of Product Management, Scivantage, examines
challenges and implications in this latest Cost Basis Reporting Takeaway.
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9. Our Take on Mobile, Part 1
It’s no secret that mobile demand in the financial services sector has exploded over
the last several years. In Part 1 in our VantagePoint series, “Our Take on Mobile,” Vice
President of Product Management at Scivantage, Chris Psaltos, offers insights into the
expansion of mobile and Scivantage’s unique take on the digital experience.
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10. Scivantage Closes another Successful Year
as it prepares for Major Milestone
As a result of our company’s ongoing commitment to developing and delivering
the highest quality services and products to our clients, 2014 marked a time of
innovation and progress for Scivantage and lays the foundation for 2015’s momentous
15th
anniversary. Here’s a quick look back at where we’ve been, and what’s in store
for the future.
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11. Read in Full
Scivantage Closes another Successful Year as it prepares for Major Milestone
Our Take on Mobile, Part 1
Cost Basis Reporting Takeaway: Identifying & Reporting Transferred Debt Securities
The Role of Analytics in Transforming Market Data
Mobile Expansion, More Than Just a Rallying Call
The Evolving ‘sqope’ of the Retail Market
Cost Basis Reporting: The Real Driver Behind Cost Basis Reporting Spending
How to Service the Mass Affluent while Remaining Profitable
Leveraging Data and Investment Planning Tools to Increase Platform Value
Unified Wealth Management: Bridging the Client Engagement Gap
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