PRODUCTS

• Overview
• Professional
• Investor
• Maxit
• Applications
  • Account Opening & Maintenance
  • Trade Processing
  • Mobile
  • Automated Trade Review
  • Cost Basis & Portfolio Reporting
  • Portfolio Rebalancing
  • Account Access & Management
  • Account Management & Advisor Book
  • Electronic Money Movement
  • Multi-factor Authentication & Security
  • Event Notification & Alerts
  • Online Document Delivery
  • Research & Market Data
  • Scivantage Data eXchange
  • Speech IVR
  • Maxit® RDS

Investor Mobile

Grow Your Online Brokerage Channel and Improve Your Client Experience with Convenient, Mobile Access to Account and Trading Tools

Scivantage Investor™ offers a full suite of mobile applications that enable financial institutions to extend their online brokerage strategy to clients on the go. Consumer reliance on mobile technology has dramatically changed the game for investing. Now, both buy-and-hold investors, as well as active traders, are seeking, and in many cases expecting, their brokers to provide a robust mobile offering. With the Scivantage Investor Mobile suite, financial institutions can increase customer engagement by providing clients of all types with the convenience and mobile flexibility they are looking for to manage their investments.

Scivantage makes it easy and cost-effective to deliver personalized, brokerage services to the range of mobile devices used by today's investors, including iOS and Android devices. A feature rich, HTML5-based trading and investment account management platform, 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 and trading tools, while maintaining a consistent user experience with your online brokerage channel.

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. The HTML5-based architecture lowers development costs and allows for faster rollout times, enabling your firm to quickly and efficiently enter or reinvigorate a mobile environment.

Available as a stand-alone solution or delivered together with Scivantage Investor™, this single platform enables financial institutions to take a proactive, multi-channel approach to their mobile strategy, allowing firms to get to market quickly and offering greater flexibility as new devices and platforms are introduced.

Scivantage Investor Mobile solutions offer:

• HTML5-based architecture
• Secure, convenient account access, including real-time views into balances, positions, account details and portfolio information
• Trade stocks, ETFs, options and complex options, while on the go
• Advanced trading capabilities allow users to add trailing stop or contingent criteria to any order
• Full reporting and management of order status and transaction history
• Quick and easy money transfer options
• Detailed stock quotes, interactive charts and the ability to create watch lists
• Up-to-the-minute market news, plus alerts, detailed options chains and the latest market commentary and research

Key Advantages

• Improves customer satisfaction by providing clients with convenient, mobile access to their accounts and advanced trading tools
• Robust apps for iOS/iPhone and Android devices designed to satisfy the needs of a broad range of client types
• Configurable and extensible, allowing for a highly personalized, branded mobile experience
• The native-HTML5 hybrid technology offers greater flexibility as upgrades and new devices come to market
• Cost effective, turn-key solution offers your firm a quick entry into the mobile channel
• Rapid deployment and seamless integration with Scivantage Investor or other third-party platforms
• Integrates with your back office or clearing system