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Bedford, MA Office

32 Crosby Drive
Bedford
MA
US

London, UK Office

Fitzroy House, 13-17 Epworth Street
London
GB

Australia, Melbourne Office

1155 Malvern Road
Malvern
Melbourne
AU

France, Paris Office

9 rue de Téhéran
Paris
FR

Ireland, Dublin Office

6 Georges Dock, 4th floor IFSC
Dublin
IE

Luxembourg, Lux Office

5th floor 28 boulevard Royal
Luxembourg
LU

Switzerland, Geneva Office

25, rue Kléberg
Geneva
CH

New York, NY Office

100 William Street, 17th Floor
New York
NY
US

White Plains, NY Office

100 Hillside Avenue
White Plains
NY
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Santa Monica, CA Office

2901 28th Street, Suite 300
Santa Monica
CA
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Hayward, CA Office

3955 Point Eden Way
Hayward
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Singapore Office

1 Raffles Place #21-02 One Raffles Place
Singapore
SG

Hong Kong, Central Office

2001-2005, 20/F The Center 99 Queen's Road Central
Hong Kong
HK

Channel Islands, Jersey Office

8 Hill Street St Helier
Jersey
GB

Germany, Frankfurt Office

Sandweg 94
Frankfurt am Main
DE

Spain, Madrid Office

Francisco Silvela 42 1a planta
Madrid
ES

Switzerland, Zurich Office

Loewenstrasse 2
Zurich
CH

Australia, Sydney Office

Suite 405/368 Sussex Street
Sydney
AU

Japan, Tokyo Office

Kyobashi No. 8 Nagaoka Bldg. 1F 2-20-9 Hatchobori Chuo-ku
Tokyo
JP

Location Office

International House 1 St. Katharine's Way
London
GB

Italy, Rome Office

Via Cristoforo Colombo, 149
Rome
IT

Chicago, IL Office

600 West Fulton, 7th Floor
Chicago
IL
US

New York, NY Office

100 Church Street, 11th Floor
New York
NY
US

UAE, Dubai Office

805, City Tower 2 Sh. Zayed Road
Dubai
AE

Lombard, IL Office

955 Parkview Boulevard
Lombard
IL
US

Australia, Melbourne Office

Level 36/2 Freshwater Place Southbank Boulevard Southbank
Melbourne
AU

Telephone

02072653703

Contact

tony cossey a cossey
[email protected]
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Interactive Data And Scivantage to Develop Integrated Web-Based Wealth Management Workstation

Comprehensive and Cost-Effective Wealth Management Platform Will Automate Key Functions and Improve Workflow for Financial Advisors

Interactive Data Corporation, a provider of comprehensive market data solutions for wealth management firms, today announced that it is expanding its relationship with Scivantage®, an independent financial technology provider with proven expertise in online brokerage, tax and portfolio reporting and wealth management applications, to deliver an enterprise web-based workstation for wealth management professionals. Demonstrations of a beta version of the integrated workstation will be available at the SIFMA Tech Expo.

The integrated workstation will deliver market data and tools available through Market-QSM, Interactive Data’s browser-based real-time market data solution, along with Scivantage’s account and advisor book management, order entry and transaction processing capabilities. The integrated workstation will enable financial advisors to access robust market data and research, decision support tools and advanced trading capabilities, and to automate critical functions such as portfolio rebalancing, cost basis reporting, and trade processing.

Market-Q is easily and cost-effectively integrated across a wide range of financial institutions’ platforms, enabling advisors and their clients to seamlessly access market data and tools within a single easy-to-use web application. As part of the new arrangement, Market-Q will leverage Scivantage’s advisor productivity tools and transaction processing capabilities to deliver a comprehensive wealth management solution. Available web and mobile-based delivery options will enhance access and usability, allowing for quicker time to market and lower software management costs.

“Combining Market-Q’s customized market data and tools with client, account and transactional level data from major back office clearing providers through Scivantage extends our real-time streaming market data desktop into a comprehensive wealth management platform,” said Bill Chambers, vice president and general manager for Interactive Data’s wealth management business in the U.S. “This platform will offer financial advisors a new technology choice, providing more efficient workflows to help advisors focus on servicing clients.”

“We are very pleased to partner with Interactive Data to extend the capabilities of the Market-Q platform,” said Joe Stensland, Executive Vice President, Product and Delivery Management, Scivantage. “Leveraging Scivantage’s unique, back office independent account management and advanced trading capabilities, the combined solution will offer retail brokerage firms and financial advisors a broader range of integrated services to support the wealth management lifecycle. With no software programs to install or update, the system gives an advisor a versatile, powerful solution – all on a fully hosted and secure web platform.”

Interactive Data and Scivantage anticipate launching the full integrated workstation later this year.

Interactive Data’s wealth management solutions support more than 500 clients and include real-time streaming market data desktops, customizable web-based portals, a broad range of mobile and tablet solutions and powerful APIs. Interactive Data also designs, builds and supports custom-branded solutions for a wide range of technology frameworks and platforms.