Online Document Delivery

Secure, Centralized Delivery of Account and Investment Documents

Scivantage Online Document Delivery provides secure, electronic delivery and management of trade confirmations, statements and IRS 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 of electronic documents.

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 online brokerage websites. 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.

Key Advantages
  • Electronic deliver and storage options dramatically reduce printing, postage and labor costs
  • Comprehensive search and account "linking" capabilities allow users to easily find and manage all of their electronic documents in one, centralized location
  • 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
  • Integrated messaging center provides customer notification and alerts when documents become available

Scivantage Online Document Delivery is available as part of:

Scivantage Investor

Scivantage Professional

For More Information

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