Whether your firm is looking to enhance your online brokerage channel, streamline the workflow of your financial advisors, or automate key business processes, Scivantage® offers proven, back-office independent brokerage solutions to help drive a sustainable competitive advantage and grow your business. Our solutions allow financial institutions to leverage existing investments in middle and back office systems, while offering both turnkey financial software solutions and comprehensive applications that span the workflow of financial professionals and support the complex investment needs of the retail investor.
Explore how Scivantage’s products can help your firm gain an immediate competitive advantage.
Customer Service and Advanced Trading Online Brokerage Solution
Integrated Wealth Management Solution for Financial Professionals
Automated Cost Basis, Tax Management and Portfolio Reporting Solution
Simplify Complex Trading Strategies to Accelerate Customer Transaction Activity
Demystifies Performance Analytics for Focused Investment Outlooks and Social Portfolio Integration Tailored to the Retail Investor
Portfolio Management Software Designed to Fit Your Business
Scivantage offers a full suite of powerful financial software applications that are feature-rich and help firms of all sizes increase productivity and improve service and communication to their clients. The following applications are available as part of Scivantage Investor or Scivantage Professional and each can be configured to meet your firm's unique business needs.