Comprehensive suite of applications to support the Advisor workflow
Unifying the Financial Advisor Workstation
A comprensive suite of applications for the financial advisor, which brings together mission critical tools and resources to help advisors successfully, manage their book, make critical decisions and grow their business.
Workflow-focused design tailored to financial advisors
Attract, Retain and Empower Advisors
Provide tools that help advisors effectively manage their book of business, allowing advisors to be more successful.
Automate Key Business and Advisory Tasks
Reduce risks and improve the productivity of your advisors, enhancing business and increasing client satisfaction.
Enable Access to Real-Time Information
Give advisors the tools to provide more timely and complete advice to their clients, increasing the value your firm provides to its clients.
Focus More Time on Best Clients and Top Prospects
Provide an effective workflow to allow advisors to work more efficiently and focus more of their efforts on strategic business engagement and less time on time consuming processes.
Account Opening & Maintenance
Automated account opening and maintenance application offers advisors real-time account establishment and management of brokerage and non-brokerage accounts.
Comprehensive order entry and processing application that supports trading of stocks, mutual funds, ETFs and options—advanced and premium trading tools are also available.
Advanced Trading: Block Orders
Available as a premium service of Scivantage Trade Processing, Block Orders simplifies the process of entering trades into client accounts, or groups of accounts, from a single order entry session.
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.
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 Management & Advisor Book
Account and advisor book management application that provides immediate access to critical account information, as well as comprehensive search and business reporting capabilities across multiple accounts, household, branch or rep ID.
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 advisors need to stay current on the latest market movements.