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Cost Basis & Portfolio Reporting

Automate Cost Basis Reporting To Ensure Compliance and To Gain a Competitive Advantage

Cost basis reporting is one of the biggest operational challenges facing brokerage firms and mutual fund companies today. With mandatory cost basis reporting requirements recently signed into law and the increased complexity of corporate action events, financial institutions are reevaluating existing systems and processes to ensure they are keeping pace with the changing regulatory environment and the demands of their clients. It is now even more essential that firms have access to an accurate, automated source for cost basis information and the right technology to support their financial advisors and online brokerage offering.

Through its Scivantage Maxit® solution, Scivantage offers a full suite of cost basis, tax management and portfolio reporting tools to help financial advisors and individual investors track capital gains, generate Schedule D for tax filing and proactively manage investment tax decisions. Say goodbye to manual processes for monitoring and updating client accounts: Maxit provides an automated solution that provides accurate, timely investment information you won't find anywhere else—all in real-time.

Implementation is easy, thanks to Maxit's open, flexible architecture that seamlessly integrates with all major back offices and third-party software solutions. This powerful, web-based cost basis solution also offers a number of flexible deployment options, including seamless integration with your existing brokerage platforms, fully hosted stand alone application or as an integrated, premium component of Scivantage Professional or Scivantage Investor.

Click here to learn more about Scivantage Maxit and its robust cost basis reporting capabilities.


Scivantage Maxit is available as part of:

Scivantage Investor

Scivantage Professional

img What's at issue is the critical concept of cost basis, which is consistently one of the biggest headaches investors must deal with. img

- USA Today

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