Whether your firm is looking to complement an existing online strategy or start from scratch, Scivantage® offers a full suite of modular, online brokerage solutions to help brokerages, banks and clearing firms attract, retain and grow client investment assets.
Scivantage Investor™ is a comprehensive customer service and advanced trading online brokerage solution that delivers personalized, on-demand access to high-quality, powerful investment applications and real-time information retail investors need to proactively manage their investments. From automated account opening, advanced trade order processing and electronic money movement options to comprehensive cost basis reporting and financial planning tools, Scivantage Investor is an online brokerage solution designed to attract and retain customers, strengthen a firm’s brand and support the complex investment needs of even the most active investors.
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.
This highly configurable, online brokerage solution offers a number of rapid deployment options at a fraction of the typical costs and implementation time. Our solutions are designed to be compatible with all major and proprietary back office systems and are flexible to ensure your firm’s unique brand and strategy needs are supported.
|Compatible with all major and proprietary back office systems, with out-of-the-box integration to Thomson Reuters Beta Systems, Broadridge, Pershing and National Financial|
|Fully branded site which can be configured to match a firm’s specific client needs and branding strategy|
|Modular design offers flexibility and seamless integration options with existing systems and third-party content and application providers|
|Comprehensive order entry and processing capabilities|
|Supports trading of equities, mutual funds, ETFs and options|
|Complex options trading and advanced equities trading strategies including: Multi-leg options strategies; Contingent Orders; Trailing Stops; One-Triggers-Another; One-Cancels Another and more.|
|Real-Time access to balances, positions, account activity and order status|
|Asset allocation capabilities including rebalancing, one-click trades and investment profiles|
|Consolidation and display of accounts held outside of primary back office|
|Full suite of mobile-enabled applications offer convenient access to account and portfolio information, including real-time views into balances, positions and order status, as well as the ability to execute trades, while on the go.|
|Comprehensive money movement options: ACH, transfers, wires and check requests|
|Electronic delivery of trade confirms, statements and 1099 forms|
|Premium research solutions from Interactive Data® and Morningstar®|
|Comprehensive anti-fraud solutions including Automated Trade Review, Multi-Factor Login Authentication, Complex password requirements and more.|
|OFX download services to popular programs such as Quicken®, Microsoft Money and TurboTax®|
Automated account opening and maintenance application provides real-time account establishment and management of all types of 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.
Available as a premium service of Scivantage Trade Processing, Conditional Orders automates the submission and cancellation of trade orders when pre-set criteria are met.
Available as a premium service of Scivantage Trade Processing, Complex Options order entry allows investors to trade a variety of equity option strategies including spreads, straddles, covered calls, strangles and other multiple legged option strategies.
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.
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 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.
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 and management application that provides immediate access to critical account information, such as balances, positions, account activity and order status.
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.
Real-time messaging center and alerts application provides consolidated view of all messages and communications through a single, actionable and auditable Inbox.
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®
A convenient and easy-to-use touch-tone phone service that provides investors with fast and easy around-the-clock access to their investments.
Secure, electronic delivery and management of trade confirms, statements and 1099s.
Integrated access to premium research & real-time market information that investors need to stay current on the latest market movements.
Self-directed trading technology gives an edge.
Aite Group & Riperian Report - Extend Your Wealth Management Business with Online Brokerage - Download
Celent Report – The Race for Self-Directed Investors: Developments in Online Trading Among Brokers and Banks - Download
Kehrer-LIMRA Report – The Value of the Self-Directed Investing Channel in the Bank Brokerage Industry - Download
Evolving Priorities: Digital Strategy a Rallying Call for Financial Institutions - Download
Banks Add Brokerage With Web Services...More
Bank Brokerages with Self-Directed Investing Channel Earn Higher Profits, Survey Reveals...More
Aite Group Study Shows Oportunities Exist For Wealth Management Firms in Self-Directed Investor Market...More