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.
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.
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.
sqope is a performance measurement and reporting software solution that transforms the online investment experience with dynamic portfolio analytics, crowd-sourced social analysis, and intuitive, visual dashboards tailored to the retail investor.
OptionsPlay Ideas is an equities and options investing tool powered by innovative analytics, intuitive visuals and natural language processing that streamlines the market data research process and provides data-driven results for informed trading decisions.
Portfolio Director is a client reporting solution that delivers comprehensive reports, user definable benchmarks and asset classes, customizable client billing and basic modeling with rebalancing in a single low cost, easy-to-use package.
Live Webinar Event
The Race for Retail Investor Assets: Leveraging Analytics to Transform the Online Investment Experience
Thursday, September 18th
SIFMA CAS Tax Seminar
SIFMA Conference Center
New York, NY
September 19, 2014
View Event Site
BISRA CEO Leadership Summit
The New SLS Hotel
Las Vegas, NV
October 1-2, 2014
View Event Site
Scivantage® is a Global FinTech 100 technology provider of information-enabled software dedicated to transforming complex information and processes into intuitive user experiences for the financial services industry. With proven expertise in online brokerage, tax and portfolio reporting, and wealth management applications, Scivantage delivers intelligent and actionable information that goes beyond the boundaries of traditional financial software, helping improve investment decisions. Leading financial institutions, including broker-dealers, mutual fund companies, bank custodians, trust and prime brokers, depend on Scivantage’s cloud-based technology to achieve critical business insights, generate new revenue and build stronger customer relationships. For more information, please contact us or call us at +1.866.724.8268.