Scivantage Investor

Transform the Digital Wealth Management Experience

Deliver a Unified Digital Client Experience

Scivantage Investor™, a digital client portal for investment and wealth management firms, brings together a robust suite of applications, real-time account information, data-enabled analytics and market information. Utilizing Investor, your firm will deliver an investor experience that distinguishes you from the competition. Whether your firm is looking to complement an existing online strategy or start from scratch, Scivantage® offers a full suite of modular solutions to help brokerages, banks and clearing firms attract, retain and grow client investment assets. From advanced portfolio performance analytics, automated account opening and trading to money movement, market data tools and real-time account data, Scivantage Investor delivers a fully unified client investment experience, empowering users to more effectively manage their investment needs.

Deliver a world-class investment experience.

With a single click, investors can experience a world of unlimited possibilities; view balances, execute sophisticated trades, get the pulse of the market, open new accounts and even manage their lifetime investment goals—all from their personal computer, wireless device or telephone.
Innovative user-centered design with interactive data visualizations
Flexible integration with all major and proprietary back office systems
Business strategy support through SSO and integrated business logic
Rapid deployment at a fraction of typical costs and implementation time


Imagine Investment Transparency & Portfolio Insights Coming Together as Part of a New Client Experience

Sqope, the latest innovation to the Investor platform, delivers a personalized portfolio management platform designed to help retail investors gain greater clarity around investment performance.


Investor Mobile

Multi-Channel Access

Drive your digital strategy with a true multi-channel platform ranging from integrated iOS and Android mobile/tablet support to social integration.

Portfolio at a Glance

Innovative User-Centered Design

Deliver actionable investment and market information through interactive data visualizations, resulting in dramatic improvements in the investor experience.

Attract New Customers

Improve competitive positioning in the marketplace by offering unique capabilities that your competitors don't provide. Enhance your position as an innovator in the market space and continue to attract new customers.

Retain Existing Customers

Provide your customers the next level of financial solutions, delivering tools to better understand their financial positions and address their need to access this information anytime/anywhere. Enhance the value you bring to your customers, making them more likely to stay and grow their business with your firm.

Enhance Customers Experience

Prove commitment to providing a superior customer experience at each touchpoint with your firm. Provide your customers better tools to make more informed financial decisions and deliver superior and enhanced services to help meet their evolving needs.

Gather Greater Share of Customer's Wallets

Demonstrate increases in services and value by providing deeper insight into your customers' investment portfolio. As customers realize the benefit of the insight, they will want this insight across the entire investment portfolio and are likely to centralize more assets with your firm.

Investor capabilities can be bundled together to create a solution specific to your line of business (broker-dealer, mutual fund, custodian). See the Solutions page for available package solutions.

Sqope™ Portfolio Analytics

Sqope™ sets the standard for next generation digital wealth management experience. It provides personalized portfolio management capabilities designed to help retail investors gain greater clarity and control of their investments and improve their performance.

Learn More

Account Opening & Maintenance

Automated account opening and maintenance application provides real-time account establishment and management of all types of brokerage accounts.

Learn More

Advisor Connect

Advisor Connect enhances the advisor-client relationship by leveraging the power of the client's digital experience as an integral component to the advisor's toolset.

Learn More

Trade Processing

Comprehensive order entry and processing application that supports trading of stocks, mutual funds, ETFs and options—advanced and premium trading tools are also available.

Learn More


Scivantage makes it easy and cost-effective to deliver personalized, brokerage services to the range of mobile devices used by today's investors, including iOS and Android devices. A feature rich, HTML5-based trading and investment account management platform, Investor Mobile links to your order routing and back office management systems, allowing clients to access up-to-the-minute account details, real-time quotes and trading tools, while maintaining a consistent user experience with your online brokerage channel.

Learn More

Electronic Money Movement

Real-time account funding application that automates the cash transfer process between financial institutions providing a more efficient, easier way to move money between bank and brokerage accounts.

Learn More

Automated Trade Review

Automated decision processing through a real-time, dynamic and configurable rules engine that automates the process of pre-trade review and approval, order routing and exception processing. Bonus Trade functionality is available to support free/bonus trade programs for your client segments.

Learn More

Cost Basis & Portfolio Reporting (via Scivantage Maxit®)

Automated cost basis reporting and real-time, tax-based investment decision support to help advisors track capital gains, generate Schedule D for tax filing and improve investment tax decisions.

Learn More

Account Access & Management

Account access and management application that provides immediate access to critical account information, such as balances, positions, account activity and order status.

Learn More

Multi-factor Authentication & Security

Available as a premium service of Scivantage Investor, Multi-factor authentication delivers multi-layered security to your online channel including challenge questions, on-screen keypad and unique security images.

Learn More

SDX for TurboTax® & Quicken®

Utilizing Scivantage’s Data Exchange (SDX) for TurboTax®, financial institutions can now enable their customers to seamlessly download all of their critical financial information into TurboTax® and Quicken®

Learn More

Online Document Delivery

Secure, electronic delivery and management of trade confirms, statements and 1099s.

Learn More

Research & Market Data

Integrated access to premium research & real-time market information that investors need to stay current on the latest market movements.

Learn More

Related Resources