Scivantage Maxit Brochure

Maxit BrochureTurn 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 regulatory environment and the demands of their clients. It is essential that firms have access to an accurate, automated source for cost basis information and the right technology to support their clients.

Scivantage Maxit® goes beyond cost basis management to provide real-time, tax-based investment decision support to help financial advisors and individual investors minimize tax liabilities and increase after-tax performance.


Posted in Bank Broker-Dealer, Bank Custodian, Brochures and Factsheets, Clearing Firm, Full Service Broker-Dealer (Wirehouses and Regionals), Independent Broker-Dealer, Mutual Fund, Online Brokerage, Prime Brokerage, Scivantage Maxit, Transfer Agent, Trust and tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , .