Cost Basis is Sexy

Cost basis is a funny thing. Every investor knows a little something about it. Since 1913 it’s been the foundation for taxes on capital gains (I’m not absolutely certain about that date; but, really, who’s going to check?). It has appeared on statements and brokerage websites for years. It was almost always incorrect. The basic […]

Scivantage Feature

Accelerating Customer Transaction Activity Through Advanced Trading

Common challenges of remaining competitive and capturing younger generations of investors remain constant. Financial institutions also face a need to address plateauing profits and look for new, creative sources of revenue. Advanced trading, with options trading at the top of the list, has become a transaction driver for firms that are able to achieve highly visual and […]

Scivantage Feature

Scivantage OptionsPlay Ideas Overview

Staying competitive in today’s market requires delivering an excellent value to retain clients, while at the same time capturing new clients and younger generations of investors. Innovative new tool OptionsPlay® Ideas can enchant both groups and generate new revenue in the process.

Scivantage Feature

Investor Mobile

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, […]