Powerful Applications

From trade processing and event notification management to automated account opening and cost basis reporting, Scivantage offers powerful applications that dramatically reduce operational costs, streamline workflow and improve productivity. Our powerful applications are designed to meet the needs of financial professionals, branch managers, home office personnel and individual investors.

Trade Processing
Scivantage Trade Processing completely automates the trade order processing of equities, options, mutual funds, annuities and ETFs. Advanced trading tools and complex option strategies are available.

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Account Opening & Maintenance
Scivantage Account Opening & Maintenance is a real-time, automated and configurable account opening and administration solution for financial advisor desktops and retail investor web sites.

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Electronic Money Movement
Scivantage Electronic Money Movement is a real-time account funding solution that automates the cash transfer process between financial institutions providing a more efficient, easier way to move money between bank and brokerage accounts.

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Account Management
Scivantage Account Management is a secure, web-based account management application that provides financial professionals and individual investors immediate access to critical account information such as balances, positions, account activity, order status and more.

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Electronic Notification & Alerts
Scivantage Event Notification System (ENS) provides real-time event dashboards which enable users to receive and respond to critical event-generated and ad-hoc alerts in a single, actionable and auditable web-based Inbox

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Cost Basis & Portfolio Reporting
Through its Scivantage Maxit solution, Scivantage provides real-time, tax-based investment decision support tools to help financial advisors and individual investors minimize tax liabilities and increase after-tax performance.

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Online Document Delivery
Scivantage Online Document Delivery provides secure, electronic delivery and management of trade confirms, statements and 1099s

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Market Data & Research
Scivantage Market Data & Research delivers a full suite of financial data and investment decision support tools that provide financial professionals and individual investors with a comprehensive view of today's markets and their overall investments.

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Data Integration & Consolidation
Scivantage's Data Integration and Consolidation services provide financial institutions with direct access to timely, accurate and complete transaction-critical data via proprietary APIs and nightly batch files.

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