Case Studies

Case Study: Integration of multiple back office systems

Independent Financial Deploys Scivantage Professional to Support Real-time Account Opening and Trade Processing Across Multiple Back Offices

For firms that utilize multiple back offices, finding a single front-end system that seamlessly brings them all together and delivers a consistent user experience can be a challenge. But for Independent Financial Marketing Group, Inc. (Independent Financial), using a system that would work with multiple back offices was imperative to satisfy the needs of its financial network. Following the evaluation of multiple vendors, Independent Financial ultimately chose Scivantage to provide an integrated suite of applications to open and maintain brokerage and annuity accounts, direct mutual fund trades and access centralized client and account data - all from a single, browser-based interface.