In|Vest 2018: Innovations & Digital Transformations in Wealth
In|Vest 2018: Innovations & Digital Transformations in Wealth

Boomers are the new Millennials. 401ks are hot. All the major market leaders are looking for the perfect robo + advisor strategy. No one’s actually executed it.. AI is more than a buzzword, but not yet worthy of the hype. Customer acquisition and engagement are on everyone’s mind. Competing technology models are forcing firms to choose a path—soup-to-nuts solution, or a la carte ordering? Partnerships. Blockchain. Chatbots. Beyond TDFs. Innovation, innovation, innovation.

The wealth management industry is at a crossroads, as industry leaders embrace digital transformation. But embracing and rolling out across customer segments are proving to be two very different challenges.

Now in its fourth year, In|Vest 2018 will bring together the entire wealth management industry – those that serve retail customers, HNW, UHNW, digital advisors, insurance, asset managers, investors, all manners of solution providers, and consultants to debate and uncover the solutions that are working today, and on the horizon.

Brochure
Brochure
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    Download the Brochure!
    The In|Vest 2018 program is designed to keep you ahead of an ever-changing industry and position you for success during the digital transformation of wealth management. Year after year, the event is an unqualified success, attracting nearly 1,000 executives from the U.S. and abroad. Download the brochure today to learn more.

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Featured Speakers
Featured Speakers
Schedule at a Glance
Schedule at a Glance
Interested in Being a Sponsor or Showcasing Your Product?
Interested in Being a Sponsor or Showcasing Your Product?

    PLAN YOUR STAY AT IN|VEST 2018:

    NEW YORK MARRIOTT MARQUIS



              
      
      
      
      
      
      
      
      
      
      
      
      
      
      
      
      
     

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Technology Platform Built by Developers for Developers
WealthSqope powered by Scivantage

Founded:

2000

Company Website:

www.scivantage.com/wealthsqope

Questions for Scivantage


Product Name

Wealthsqope Digital Developer

What Does It Do?

Wealthsqope Digital Developer provides a set of integrated APIs and front-end development tools that enable financial institutions to build their own digital wealth management experiences by leveraging ready-to-deploy web and mobile components. Utilizing Wealthsqope Digital Developer, firms can accelerate their digital transformation strategies within their control.

Included in Wealthsqope Digital Developer: All the tools a development team needs to support their technology build and deliver on the enhanced digital client experience firms need to attract and retain clients.

Tools Include:
• Embedded Widget Library: a complete set of ready to go widgets, capabilities include: holdings and balances display presentations, trading, asset allocation, balance history and projected monthly income charts, investment performance graphics and portfolio analytic tools, native mobile widgets, and more
• Web Services
• API Documentation
• Code Samples
• API Keys
• Tutorials
• Usage Stats

What makes your company or product great?

Wealthsqope Digital Developer allows Financial Institutions to deliver a digital experience in a whole new way. It provides complete control to a firms’ digital product and technology teams, allowing them to deliver differentiated client experiences and product features while leveraging the proven, embedded business logic of the Wealthsqope solution. Wealthsqope Digital Developer delivers the benefits of both “buy and build”, coupling the control firms want with a faster time to market.

Why is it Different? First, the Widgets and Web Services are enwrapped with pre-integrated back-end data and rule sets so the “heavy lifting” is done and the firm’s technology teams can focus on creating their unique digital experience. Wealthsqope Digital Developer provides a broad set of capabilities across the financial firms’ needs and allows digital product managers and developers to develop and release their digital wealth management offerings on their own timelines, not tied to a vendor’s. Second, the platform was built by developers for developers with an understanding of what a digital product team would need to successfully deliver on their company’s digital goals.

What key challenge does it solve?

Today, Financial Institutions are undergoing a digital transformation to provide a seamless and unified client engagement experience across channels. Because of the multiple back-end systems, client portals and various business interests involved, many firms are finding this “road to digital” overwhelming and have been slow to implement results. Traditionally, firms have had two options to accomplish this:

1. Buy from a vendor (or multiple vendors): this takes the control of the UX and innovation away from the Financial Institution as they are dependent on the vendor timing and priorities. It can also lead to a continued disjointed experience, trying to piece together multiple products to solve for the firm’s business goals.

2. Build in house: this can cause delays in time to market as technical staff have multiple priorities and don’t always have the expertise on all the back-end systems and integrations that are needed to create the unique and unified experience the firm is aiming for.

Wealthsqope Digital Developer changes this paradigm by delivering the benefits of both “buy and build”, coupling the control firms want with a faster time to market. Wealthsqope Digital Developer provides complete control to a firms’ digital product and technology teams, allowing them to deliver differentiated client experiences and product features while leveraging the proven, embedded business logic of the Wealthsqope solution.

Best success story?

Check back for more information.

Key Executives:

• Chris Calhoun, Chairman and CEO
• Jim Corr, CFO
• Joe Stensland, CCO, Digital Wealth
• Cameron Routh, CCO, Tax & Analytics
• Alex Sauickie, President and COO

Key Customers/Clients:

Check back for more information.

Key Investors:

Edison Partners, Brown Bros Harriman