Brochures and Factsheets

Scivantage Maxit® Infographic 2015

With over 125 million IRS 1099s processed this season alone, Maxit’s sophisticated data management capabilities continue to set it apart, processing and managing high volumes of data to ensure cost basis accuracy and data consistency with a firm’s books and records....
Scivantage - Wealth Management Infographic

Scivantage Wealth Management Platform Infographic 2015

Within the Scivantage Wealth Management Platform, integrated wealth management workstation Scivantage Professional brings together the critical tools and resources needed to help brokers and financial advisors successfully manage their books, make critical decisions and grow their business. For the client side, Scivantage Investor provides a comprehensive wealth management, customer service and advanced trading online brokerage solution that delivers personalized, on-demand access to high-quality investment applications and real-time information that retail investors need to proactively manage their investments. View the infographic to learn more....
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Scivantage OptionsPlay Ideas Overview

Staying competitive in today’s market requires delivering an excellent value to retain clients, while at the same time capturing new clients and younger generations of investors. Innovative new tool OptionsPlay® Ideas can enchant both groups and generate new revenue in the process....
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Scivantage Overview Brochure

Scivantage is an independent financial technology provider with proven expertise in online brokerage, tax and portfolio reporting, and wealth management applications that automate and integrate key business practices for broker-dealers, mutual funds, custodians and prime brokers. Scivantage’s back-office independent solutions enable institutions and financial professionals to dramatically reduce operational costs, strengthen customer relationships and improve ...
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Sqope

Investors are increasingly demanding access to new and innovative tools and services that allow them to more efficiently manage their investments while minimizing risk. Bringing together dynamic portfolio analytics, crowd-sourced social analysis, and intuitive, visual dashboards, Sqope™ is a personalized portfolio management platform designed to help retail investors gain greater clarity around investment performance. Sqope enables ...
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Scivantage Investor™ ODS

From big data analytics to user centric design, firms increasingly strive to exceed client expectations with the goal of retaining assets and growing client relationships. In this new era of always-on Investment Services, where web, mobile, tablet and social channels intersect, performance has become an essential component to an elite client experience. Delivering a poor online experience can directly translate ...
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Scivantage Investor Next Generation

New platform transforms online Investment experience for brokerage firms and banks through flexible, user- centered design architecture. The rise of the self-directed market and an evolving scope of digital technology have dramatically increased competition. In order to stand out from competitors, an investing platform must reflect the firm’s brand and embrace the evolving needs of ...
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Maxit® Premium Reconciliation Services

A high level of accuracy and regulatory expertise is fundamental to cost basis compliance. In order to support complex data management needs for precise and timely cost basis reporting, firms require increasingly advanced reconciliation services. With a wide range of reconciliation options, Scivantage Maxit® has further expanded its cost basis reporting offering to include data cleansing, management and synchronization services. ...
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Maxit RDS Tax Lot Data Store

As the industry continues to evolve along with Cost Basis Reporting regulations, firms are asking, “How can I maximize my investment beyond simply meeting regulatory requirements?” The answer is in the data. Originally built for timely and accurate cost basis reporting, the robust Scivantage Maxit® database can now be utilized for increased data access and ...
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Scivantage Maxit Brochure

Turn tax compliance into a strategic strength. Cost basis reporting is one of the biggest operational challenges facing financial institutions today. With mandatory cost  basis reporting requirements continuing to roll out and the increased complexity of corporate action events, financial institutions are reevaluating existing systems and processes to ensure they are keeping pace with the changing ...
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Scivantage Investor Brochure

Scivantage Investor™ is a highly customizable, turnkey brokerage solution that delivers personalized, on-demand access to high quality investment tools and real-time information in vestors need to manage and build wealth online. From trade processing, market data and portfolio cost basis reporting to automated account opening, account management and electronic funding, Scivantage Investor delivers a full ...
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Investor Mobile

Scivantage Investor™ offers a full suite of mobile applications that enable financial institutions to extend their online brokerage strategy to clients on the go. Consumer reliance on mobile technology has dramatically changed the game for investing. Now, both buy-and-hold investors, as well as active traders, are seeking, and in many cases expecting, their brokers to ...
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Advanced Trading: Conditional Orders

Scivantage Advanced Trading: Conditional Orders provides retail investors and financial advisors with a comprehensive suite of sophisticated trading tools that drive asset growth and help to attract and retain savvy investors. Designed to help both investors and advisors act on potential market opportunities, Scivantage’s Conditional Orders application allows users to implement complex trading strategies in ...
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Advanced Trading: Complex Options

In order to satisfy today’s sophisticated investors, it is necessary to offer the types of transactions that they demand. With recent market volatility and the increased popularity of options trading, more investors are looking for access to premium trading tools to help capitalize on the opportunities available in the current environment. Scivantage’s Advanced Trading: Complex ...
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Account Opening & Maintenance for Scivantage Professional

Traditionally, the account opening process has been a manual, paper-driven process filled with risk management challenges, hidden costs and missed upsell/cross-sell opportunities. New account opening and client on-boarding initiatives have been prone to mistakes that impact productivity, revenue and regulatory compliance. With an increasingly competitive marketplace and ever-changing regulatory requirements, the need for an automated ...
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Advanced Trading Block Orders

In today’s competitive market, an advisor’s time is more valuable than ever. With ever-changing regulatory requirements and mounting client expectations, many advisors find themselves looking for new ways to efficiently manage their client accounts and ensure that they remain compliant while trading across their book of business. The Scivantage Professional Block Trading application is uniquely ...
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Electronic Money Movement

Scivantage Electronic Money Movement is a real-time, account funding solution that automates the funds transfer process between bank and brokerage accounts. Offering a single point of access for multiple transfer options, Electronic Money Movement empowers online customers and financial advisors to efficiently manage cash balances, and enables them to electronically move funds−from any account, to ...
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Automated Trade Review

Scivantage Automated Trade Review provides 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. Scivantage Automated Trade Review can be used to enforce and enable regulatory and company risk management policies, fraud detection and prevention, compliance and suitability, ...
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Data Exchange (SDX) for TurboTax

Keeping pace with the recordkeeping demands of the Internal Revenue Service, while staying current with ever-changing tax regulations has never been more challenging for investors. 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®; helping to reduce their overall ...
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Multi Factor Authentication

Improving the overall security of consumer-facing services is vital to financial institutions. The risk of doing business with unauthorized or incorrectly identified persons in an Internet environment can result in financial loss and reputation damage. Online financial services customers need confidence that their financial institution is protecting confidential personal information and account access. Financial institutions ...
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Account Opening & Maintenance for Scivantage Investor

Whether a financial institution is looking to grow their online channel or searching for better ways to retain existing online customers, Scivantage Account Opening & Maintenance provides a proven, cost-effective solution that is an essential component of any financial institution’s growth strategy. Scivantage Account Opening & Maintenance is a real-time, automated and configurable account opening ...