Quicklinks

PRODUCTS

• Overview
• Professional
• Investor
• Maxit
• Financial Guidance
• Applications
  • Account Opening & Maintenance
  • Trade Processing
  • Mobile
  • Automated Trade Review
  • Cost Basis & Portfolio Reporting
  • Financial Needs Analysis
  • Comprehensive Financial Planning
  • 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
  • Independent Advisors
  • Mutual Fund Companies
  • Banks & Insurance

Solutions for:  Banks & Insurance

Whether your firm is looking to improve client retention, increase assets under management or drive new product sales, Scivantage offers a full range of wealth management and planning solutions for national and regional banks, insurance companies and other financial institutions.

Through our Financial Guidance Division, Scivantage offers two solutions to support your investment professionals and insurance agents help boost insurance sales, capture retirement business and support ever-popular education planning programs.

Financial Guidance

Full spectrum of wealth management and planning solutions designed to support your network of financial advisors and insurance agents, as well as centralized planning departments.