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The Race for Self-Directed Investors: Developments in Online Trading Among Brokers and Banks
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Scivantage Investor™Investor is a secure, cloud-based customer service and advanced trading platform with industry leading investment applications. Premier brokerage firms rely on Investor to improve account acquisition and retention, strengthen their brand and support the complex needs of active investors.
Scivantage Professional™Professional is a configurable, cloud-based wealth management platform that provides automated advanced trading and account management tools to enhance financial advisor productivity and increase profitability.
Scivantage Maxit®Maxit is the only fully automated, real-time solution to provide accurate, adjusted cost basis reporting through a highly configurable platform. Maxit enables broker-dealers, mutual funds, custodians and prime brokers to streamline tax and portfolio reporting and deliver a superior client experience.
Latest News
ResourcesWealth Management:
CEB TowerGroup Report - The Importance of Automating Rebalancing
Aite Group Report - Blurring the Lines: the Impact and Importance of Self-Directed Investing in Wealth Management
Online Brokerage:
Celent Report – The Race for Self-Directed Investors: Developments in Online Trading Among Brokers and Banks
Aite Group Report - The Race for Next-Generation Assets: Can Banks Maintain Their Lead?
Cost Basis Reporting:
Celent Report - Cost Basis Reporting: Where Are We Now?
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The Race for Self-Directed Investors: Developments in Online Trading
Wednesday, April 24th
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Scivantage is an independent financial technology provider with proven expertise in online brokerage, tax and portfolio reporting, and wealth management applications that automate and integrate key business practices for broker-dealers, mutual funds, custodians and prime brokers. From trade order processing and account management to comprehensive cost basis reporting and automated account opening, maintenance and funding, Scivantage's back-office independent solutions enable financial institutions and financial professionals to dramatically reduce operational costs, strengthen customer relationships and improve productivity. For more information, please contact us or call us at +1.866.724.8268.
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