Online Document Delivery

Scivantage Online Document Delivery provides secure, electronic delivery and management of trade confirms, statements and 1099s. This trusted and reliable application ensures compliance with ever-changing regulations and makes it easier for online customers to find and manage all of their electronic documents in one, centralized location. Save time and money by automating the document delivery, workflow and storage of electronic documents.

Key Advantages

• Trusted and reliable application ensures compliance with ever-changing regulations and safeguards information security and privacy
• Comprehensive search and account "linking" capabilities allow users to easily find and manage all of their electronic documents in one, centralized location
• Dramatically reduce printing, postage and labor costs and free up staff time to focus on revenue generating activities
• Full audit tracking system allows firms to monitor and track customer acceptance for electronic delivery; application equipped with "opt-in" system so users can decide what they want delivered electronically
• Downloadable 1099 data to leading tax preparation software
• Integrated messaging center provides customer notification and alerts when documents become available

Scivantage Online Document Delivery 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 document delivery and management tool is a core component of Scivantage Professional and Scivantage Investor or it can be integrated into a firm's proprietary systems.