Financial Technology Solutions Overview

With proven expertise in online brokerage, tax and portfolio reporting, and wealth management applications alongside an ever-evolving suite of leading-edge platforms, Scivantage delivers intelligent and actionable information that goes beyond the boundaries of traditional financial technology solutions, helping solve critical business issues for firms and improve investment decisions for their clients.

Our financial technology solutions allow firms 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.


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The Next Generation of Online Investment Technology

A digital client portal for investment and wealth management firms empowering users to more effectively manage their investment needs across multiple business and delivery channels.

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Automated Cost Basis and Tax Management Solution

The industry's most highly automated cost basis solution offering invaluable services not found in other systems, such as real-time processing, a variety of delivery methods including web services and direct database access, a powerful administrative suite and tax management tools.

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Integrated Suite of Applications for the Financial Advisor

A comprehensive wealth management workstation that brings together mission critical tools and resources to help brokers and financial advisors successfully manage their books, make informed investment decisions and grow their business.

Learn More About Scivantage Professional