Transform the Digital Wealth Management Experience
Deliver a Unified Digital Client ExperienceScivantage 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.
Imagine Investment Transparency & Portfolio Insights Coming Together as Part of a New Client ExperienceSqope, the latest innovation to the Investor platform, delivers a personalized portfolio management platform designed to help retail investors gain greater clarity around investment performance.
Multi-Channel AccessDrive 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 DesignDeliver 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.
Account Opening & Maintenance
Automated account opening and maintenance application provides real-time account establishment and management of all types of brokerage accounts.
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.
Comprehensive order entry and processing application that supports trading of stocks, mutual funds, ETFs and options—advanced and premium trading tools are also available.
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.
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.
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.
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.
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.
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.
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®
Online Document Delivery
Secure, electronic delivery and management of trade confirms, statements and 1099s.
Research & Market Data
Integrated access to premium research & real-time market information that investors need to stay current on the latest market movements.