Account Management & Advisor Book

Effectively Manage Your Client Account and Book Information, All in One Place

Scivantage Account Management & Advisor book is a secure, web-based application that offers real-time account access and management capabilities which help your reps and advisors support their client business.

Arm your advisors with a full range of tools to manage and monitor their book of business via the web, anywhere, anytime.

Key Advantages
  • Power Search enables searches across the entire book of business by security, account activity or type, balance range or combinations of all.
  • Advisor Dashboard provides views of top accounts, recent activity, commissions, and top holdings, for a concise view of important activity and information.
  • Consolidated views of all holdings across the advisor book with drill downs into specific accounts.
  • Maturing Assets report provides actionable information about securities which are expiring or maturing and need replacement.
  • Aggregated balances, Positions, and Transaction screens provide summary data across the entire book of business.
  • Commission reporting screens provide views of revenue generating activities for the period.
  • In-depth portfolio views with real-time balances and positions
  • One-click transactions from account screens
  • Compatible with all major and proprietary back office systems, with out-of-the-box integration to Thomson Reuters Beta Systems, Broadridge, Pershing and National Financial.

Scivantage Account Management & Advisor Book is available as part of

Scivantage Professional

For More Information

For more information or to schedule a web demo, contact us today.