Mobile

Grow Your Online Brokerage Channel by Empowering Clients with Convenient, Mobile Access to Account and Trading Tools

Scivantage Investor Mobile offers a full suite of mobile-enabled applications that allow your firm to extend its online brokerage strategy and deliver critical account and trading tools to your clients, while they're on the go. With Investor Mobile, your firm can provide clients with the convenience and mobile flexibility they are looking for in managing their investments.

Investor Mobile links to your order routing and back-office management systems, allowing clients to access up-to-the minute account details, real-time quotes, market data and advanced trading tools, while maintaining a consistent user experience with your online brokerage channel. This powerful mobile offering is designed to make it as easy and as simple for your clients to transition between their desktop and mobile devices, without sacrificing any of the required tools they need to manage their brokerage relationship.

Scivantage Investor Mobile offers:
  • Convenient access to account and portfolio information, including real-time views into balances, positions and order status
  • Ability to execute trades, while on the go
  • Full reporting and management of order status and transaction history
  • Detailed stock quotes, charts and the ability to create watch lists

Our base offering requires no applications or plug-ins be installed, making Investor Mobile widely available from most Internet-enabled devices, including mobile phones, PDAs, RIM Blackberry®, iPhone and other wireless handhelds. Your firm's fully branded, mobile portal will provide your clients with an additional point of entry into your services, promoting brand loyalty, streamlining customer service requirements and providing new, revenue-generating features to facilitate increased trading activity.

Key Advantages
  • Cost effective, turn-key solution offers your firm a quick entry into the mobile channel
  • Improves customer satisfaction by providing clients with convenient, mobile access to their accounts and advanced trading tools
  • Builds brand loyalty through an additional point of entry for your online brokerage website
  • Allows customers to execute secure, business transactions through the mobile channel
  • Modular design allows for rapid deployment and seamless integration with Scivantage Investor or other third-party platforms
  • Integrates with your back office or clearing system

Scivantage Account Opening & Maintenance is available as part of:

Scivantage Investor