Automated Cost Basis, Tax Management and Portfolio Reporting Solution
Scivantage Maxit® is the industry's most highly automated cost basis solution offering invaluable services such as real-time processing, a variety of delivery methods including web services and direct database access, a powerful administrative suite and tax management tools.
We are going to be at BISA Annual Convention March 7-10.
Stop by our booth (#79) to learn about what's new at Scivantage.
Scivantage® is a Global FinTech 100 technology provider of Wealth Management and Cost Basis solutions.
Our Suite of Products
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.
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.
Financial Solutions Tailored To Your Industry
Scivantage® is a Global FinTech 100 technology provider of Wealth Management and Cost Basis solutions. With proven expertise in online brokerage, tax and portfolio reporting, and wealth management applications, Scivantage delivers intelligent and actionable information that goes beyond the boundaries of traditional financial software, helping improve investment decisions. Leading financial institutions, including broker-dealers, mutual fund companies, bank custodians, trust and prime brokers, depend on Scivantage’s cloud-based technology to achieve critical business insights, generate new revenue and build stronger customer relationships. For more information, please contact us or call us at +1.866.724.8268.
To view the Scivantage Data Security and Acceptable Use Policy click here.