Cost Basis Automation

• Scivantage Maxit
• Data Management
• Cost Basis Expertise

Cost Basis Expertise

The Maxit team consists of automated basis system pioneers with unsurpassed experience in designing and building cost basis systems for brokerage firms and mutual fund companies. Maxit was designed with the singular purpose of supporting the enterprise needs of financial institutions.

Offering a full range of services designed to support your business and technology needs, the Maxit team works directly with clients throughout every phase of the implementation process—from definition through rollout—to identify business requirements and to ensure rapid integration, while minimizing business disruptions.

Meet the Team

Cameron Routh - Senior Vice President, Strategic Products
Cameron Routh is responsible for the overall vision, leadership, and management of Scivantage's Strategic product initiatives. Under his direction, Scivantage is developing the next generation of investment management applications, including pre-trade decision tools and portfolio performance reporting systems.

A financial services software industry veteran, he co-founded GainsKeeper in 1999, the first vendor to provide automated cost basis services to the brokerage and mutual fund industries. Mr. Routh has a strong understanding of the challenges in delivering complex systems to retail investors and a keen eye for identifying new product opportunities. His emphasis on developing partnership-level relationships with clients has led to unique, highly successful implementations.

Mr. Routh previously worked for PaineWebber (UBS), Fidelity Investments and AIG. He has an MBA from the University of Chicago Graduate School of Business and BA from Boston University.

• Scivantage Considers Cost Basis Details With Clients - Wall Street Letter
• Cost-Basis Reporting: More Than Just a Number - Securities Industry News
• IRS Issues Long-Awaited Cost Basis Guidance - Ignites

Greg Alves - Vice President, Data Management
Greg Alves' financial-services business experience covers trust and mutual fund accounting, securities processing, corporate actions processing and taxation, financial systems development, and product management. He began his career at State Street Corporation where he was responsible for trust accounting and corporate actions processing. Then at Fidelity Investments, he directed trade and corporate actions processing as well as related systems development in support of Fidelity's mutual fund complex. He then co-founded GainsKeeper, a company specializing in tax systems development for the mutual fund, retail brokerage and hedge fund markets. At GainsKeeper, Mr. Alves served in various capacities in operations, product development, and product management.

Mr. Alves earned a B.A. in Economics with honors from the University of Massachusetts at Amherst and is certified in Pragmatic Marketing.

Job Dennison - Senior Product Manager
Job Dennison is responsible for managing development and implementation of cost basis and portfolio reporting solutions for Scivantage. In this role, Mr. Dennison serves as one of our cost basis subject matter experts and provides hands-on expertise to clients throughout all stages of the implementation cycle. Mr. Dennison has product management and design responsibilities for Scivantage Maxit; ensuring client and market requirements are identified, documented and implemented.

Prior to Scivantage, Mr. Dennison was the Senior Product Manager at TD Ameritrade with responsibility for developing their cost basis solutions, as well as implementing 3rd party cost basis applications. While at TD Ameritrade, he also developed and implemented the Ameritrade Reports and Alerts service, as well as designed and managed the development of their online account opening system. Mr. Dennison has worked on a number of large-scale, complex projects that have allowed him to use his product management skills to turn complex processes into simple, easy-to-use applications that help individual investors better manage their investments.

Mr. Dennison holds a BA in English from the University of Missouri at Columbia. He also earned the Certified Usability Analyst (CUA) designation from Human Factors International. He is a frequent speaker at industry and technology events on such topics as cost basis software, investment performance measurement and software usability.