Account Access & Management

Deliver Convenient Access to Account Information, All in One Place

Scivantage Account Access & Management is a secure, web-based application that offers real-time account access and management capabilities in support of your online brokerage channel.

Arm your customers with a full range of tools to manage and monitor their accounts online or via their mobile device. Allow investors to create custom views of their most important account information and tailor their online experience to meet their investment needs.

Integrated into Scivantage Investor or delivered as a standalone application that can be seamlessly integrated into 3rd party or proprietary systems, this capability provides real-time account access to balances, positions, order status, account activity and more. Through real-time data integration to your firm's back office or clearing systems, Account Access & Management delivers an accurate and consistent method for maintaining and administering a seamless record of activity within each and every account across the enterprise.

As an optional service through the Scivantage Data Exchange (SDX), your firm can provide your customers with direct download access to critical investment and account data for import into Microsoft® Money®, Quicken®, TurboTax® or other Personal Financial Management (PFMs) software.

Key Advantages

  • Customizable view of holdings
  • In-depth portfolio views with real-time balances
  • One-click transactions from account screens
  • Extended account history that goes beyond standard back office practices
  • Consolidation and display of accounts held outside of primary back office
  • User-directed account linking and account sharing capabilities
  • Configurable preferences including custom page views, electronic document delivery options, email alerts and password restrictions
  • Compatible with all major and proprietary back office systems, with out-of-the-box integration to Thomson Reuters Beta Systems, Broadridge, SunGard® Phase3, Pershing and National Financial