Account Management

Scivantage Account Management is a secure, web-based account management application that provides financial professionals and individual investors immediate access to critical account information such as balances, positions, account activity, order status and more. Through real-time data integration with a financial institutions back office, firms will have an accurate, up-to-the-minute ability to maintain and administer a seamless record of activity within each and every account across the enterprise.

Key Advantages

• Real-time access to balances, positions, account activity and order status
• 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 such as 529 College Savings Plans.
• Compatible with all major and proprietary back office systems; out-of-the-box integration to Thomson, ADP, Pershing and National Financial
• User directed account linking and account sharing capabilities which allow users to activate or restrict trading authorization
• Household view allows a user to get a snapshot of all of the accounts he has access to
• Users have ability to set preferences including custom page views, electronic document delivery, email alerts and password restrictions

Scivantage Account Management is a web-based application that can be deployed to meet the needs of financial advisors, home office support personnel and individual investors. This powerful account access and management tool is a core component of Scivantage Professional and Scivantage Investor or it can be integrated into a firm's proprietary systems.