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:  Brokerage & Wealth Management

Scivantage understands the unique business challenges that can be associated with effectively supporting networks of financial professionals and delivering personalized, highly specialized services to clients. For nearly 10 years, Scivantage has been providing full service, discount, independent and bank broker-dealers, as well as correspondent clearing firms with the most complete brokerage platform enabling financial institutions to dramatically reduce operating risk, strengthen customer relationships and improve overall productivity.

Through a ‘software as a servce’ (SaaS) model, Scivantage offers a wide range of on-demand productivity solutions that are high performance, secure and scalable that allow our clients to focus on what they do best - building long term, profitable relationships. The Scivantage Brokerage Platform allows brokerage and wealth management firms to leverage existing investments in back and middle-office systems, while offering comprehensive applications that span the workflow of financial professionals and support the complex investment needs of the retail investor.

Scivantage offers four comprehensive solutions for brokerage and wealth management firms.

Scivantage Professional

Integrated wealth management workstation that brings together real-time data, advisory productivity tools, automated workflow and transaction processing in one, complete solution

Scivantage Investor

Highly configureable, feature-rich customer service and advanced trading solution that offers a full range of applications to support your online brokerage channel.

Scivantage Maxit

Comprehensive, automated cost basis and portfolio reporting system that delivers a full range of wealth management tools to help financial advisors and individual investors track capital gains, generate Schedule D for tax filing and improve investment tax decisions.

Financial Guidance

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