Transcending Technology

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.

Scivantage Investor

Customer Service and Advanced Trading Online Brokerage Solution

Scivantage Professional

Integrated Wealth Management Solution for Financial Professionals

Scivantage Maxit®

Automated Cost Basis, Tax Management and Portfolio Reporting Solution

OptionsPlay® Ideas

Simplify Complex Trading Strategies to Accelerate Customer Transaction Activity


Demystifies Performance Analytics for Focused Investment Outlooks and Peer Group Comparison Tailored to the Retail Investor

Portfolio Director®

Portfolio Management Software Designed to Fit Your Business

Powerful Applications

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.

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499 Washington Boulevard
11th Floor
Jersey City, NJ 07310

Image Boston Office

50 Congress Street
Suite 300
Boston, MA 02109

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