Scivantage Investor™

Investor is a secure, cloud-based customer service and advanced trading platform with industry leading investment applications. Premier brokerage firms rely on Investor to improve account acquisition and retention, strengthen their brand and support the complex needs of active investors.

 Scivantage Professional™

Professional is a configurable, cloud-based wealth management platform that provides automated advanced trading and account management tools to enhance financial advisor productivity and increase profitability.

 Scivantage Maxit^®

Maxit is the only fully automated, real-time solution to provide accurate, adjusted cost basis reporting through a highly configurable platform. Maxit enables broker-dealers, mutual funds, custodians and prime brokers to streamline tax and portfolio reporting and deliver a superior client experience.

 Latest News

 Resources

Wealth Management:
CEB TowerGroup Report - The Importance of Automating Rebalancing

Aite Group Report - Blurring the Lines: the Impact and Importance of Self-Directed Investing in Wealth Management

Online Brokerage:
Celent Report – The Race for Self-Directed Investors: Developments in Online Trading Among Brokers and Banks

Aite Group Report - The Race for Next-Generation Assets: Can Banks Maintain Their Lead?

Cost Basis Reporting:
Celent Report - Cost Basis Reporting: Where Are We Now?

 Events

SIMFA Operations Conference and Exhibit 2013
Boca Raton Resort &Club
Booth #403
Boca Raton, FL

Live Webinar Event
The Race for Self-Directed Investors: Developments in Online Trading
Wednesday, April 24th
4:00PM EST
Register Now

Bank Brokerage Executive Roundtable
Client Experience Matters: The Case for Driving Growth in the Self-Directed Investment Channel
Thursday, April 4th
8:00AM - 2:00PM
*This is an invitation only event.

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