Scottrade Selects Scivantage to Deliver Next-Generation Advisor Platform

To support their growing independent advisor business and to streamline advisor workflow, Scottrade has selected Scivantage Professional to power their Advisor Services’ next-generation, advisor desktop platform. Scivantage Professional provides Scottrade Advisors with an integrated suite of applications that support their unique workflow—from opening/maintaining brokerage accounts and executing complex trade orders to proactive management of client portfolios from a single, browser-based interface.  Scottrade Advisors will also have access to Scivantage Maxit, the most complete cost basis, tax management and portfolio reporting solution, to enable timely and effortless investment tax decisions.

To learn more about Scottrade’s selection and what it means for Scivantage, read the latest press release.

Posted in Cost Basis, Scivantage Maxit, Scivantage Professional and tagged .