Quicklinks

PRODUCTS

• Overview
• Professional
• Investor
• Maxit
• Applications
  • Account Opening & Maintenance
  • Trade Processing
  • Mobile
  • Automated Trade Review
  • Cost Basis & Portfolio Reporting
  • Portfolio Rebalancing
  • Account Access & Management
  • Account Management & Advisor Book
  • Electronic Money Movement
  • Multi-factor Authentication & Security
  • Event Notification & Alerts
  • Online Document Delivery
  • Research & Market Data
  • Scivantage Data eXchange
  • Speech IVR
• Solutions For
  • Brokerage & Wealth Management
  • Mutual Fund Companies

Scivantage Professional '09

Scivantage Professional '09 is the latest version of our integrated financial advisor workstation, offering significant enhancements and newly integrated applications to help financial advisors manage their book of business more effectively and increase overall productivity.

This innovative wealth management solution now includes our Financial Compass^TM planning suite, enhanced Account Opening and Maintenance, advanced trading features and expanded research and market data capabilities. Additionally, Professional '09 offers a streamlined user interface that utilizes the latest web technology to allow for configurable navigation panes, modal windows, expanded power search capabilities and an overall improved user experience.

Financial Planning

Through the integration of Financial Compass, financial advisors now have seamless access to a robust goals-based, needs analysis tool that enables them to quickly evaluate their client’s financial situation and produce actionable, easy-to-understand presentations in a few simple steps.

Enhanced Account Opening & Maintenance

Scivantage's Account Opening & Maintenance suite has been re-architected to expand the flexibility and overall configurability of the application—reducing the time and costs of implementation. New risk management features, such as real-time field validation, business rules integration and improved workflow, make certain that consistent decision-making and edit check criteria are applied throughout the account opening process.

Advanced Trading: Block Orders

Available as a premium service of Scivantage Trading, Block Orders has been added to help simplify the process of entering trades into client accounts, while providing average pricing capability to reduce the transaction costs for clients and/or the advisor. Advisors can now effect transactions against many accounts, or groups of accounts, in a single order entry session.

Real-time Research & Market Data

Scivantage Professional '09 provides access to the tools and information advisors need to stay current on the latest market movements. Convenient access to real-time, fundamental and historical data from a single, integrated resource.