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Scivantage is a leading independent financial technology provider in online brokerage, tax reporting and wealth management applications.

Our Suite of Products

Image 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.

Image 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.

Image 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.

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Customizable solutions tailored to your industry:


Brokerage & Wealth Management Mutual Funds




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Image 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 & Riperian Report - Extend Your Wealth Management Business with Online Brokerage

Cost Basis Reporting:
Celent Report - Cost Basis Reporting: Reducing Total Cost of Ownership

Image Events

SIFMA Operations Conference & Exhibit 2014
Boca Raton Resort & Club
Booth #805
April 28 - May 1, 2014
Boca Raton, FL
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BISRA Investment Program Optimization Summit
Ritz-Carlton
May 7-8, 2014
New Orleans, LA
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BISRA The Mass Market Summit
Rosewood Crescent
May 21-22, 2014
Dallas, Texas
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About Scivantage

Scivantage is an independent financial technology provider with proven expertise in online brokerage, tax and portfolio reporting, and wealth management applications that automate and integrate key business practices for broker-dealers, mutual funds, custodians and prime brokers. From trade order processing and account management to comprehensive cost basis reporting and automated account opening, maintenance and funding, Scivantage's back-office independent solutions enable financial institutions and financial professionals to dramatically reduce operational costs, strengthen customer relationships and improve productivity. For more information, please contact us or call us at +1.866.724.8268.

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Image Jersey City Office

499 Washington Boulevard
11th Floor
Jersey City, NJ 07310
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Image Boston Office

186 Lincoln Street
Suite 801
Boston, MA 02111
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