Scivantage Professional

Integrated Workstation for Today's Financial Professional

Scivantage Professional is a browser-based, financial professional workstation that brings together real-time data, advisor productivity tools, automated workflow and transaction processing in one, complete solution. From trading, cost basis reporting and event notification management to automated account opening, maintenance and funding, Scivantage Professional offers a full suite of powerful applications that support the workflow of today’s financial professional.

Key Advantages

• Attract, retain and empower advisors by providing tools that help them effectively manage their book of business
• Secure, reliable and 100% accessible – anytime, anywhere
• Automation of key business and advisory tasks reduces risks, improves productivity and increases client satisfaction
• Access to real-time, accurate information allows advisors to provide more timely and complete advice
• Workflow-focused design allows advisors to work more efficiently – spending more time with their best clients and prospects
• Compatible with all major and proprietary back office systems; out-of-the-box integration to Thomson, ADP, Pershing and National Financial