Scivantage Maxit

Premier Automated Cost Basis, Tax Efficiency and Portfolio Reporting Application

Scivantage Maxit provides real-time, cost basis and tax-based investment decision support to help financial advisors and investors minimize tax liabilities and increase after-tax performance. Developed by experts in the tax compliance and cost basis software field, Maxit is the most comprehensive, automated cost basis and portfolio tax reporting system available- delivering a full range of tools designed to help clients track capital gains, generate Schedule D for tax filing and improve investment tax decisions.

Key Advantages

• Attract, retain and empower clients by offering real time actionable and comprehensive cost basis analysis and simplified tax reporting
• Identify new opportunities for tax loss harvesting and "tax smart" investments
• Reduce support costs through automatically generated cost basis and Schedule D reports
• Minimize tax liabilities and dramatically improve after-tax results
• Provide unparalleled investment tax expertise and education
• Eliminate the time and effort required to research corporate actions and to identify wash sales

Scivantage Maxit is a web-based application that can be deployed to meet the needs of financial advisors, home office support personnel and individual investors. This powerful cost basis tool is a core component of Scivantage Professional and Scivantage Investor or it can be integrated into a firm's proprietary systems. Maxit's open, flexible architecture is designed to integrate with all major back-offices and select third-party software providers.