Solutions

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
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
Investor
Highly configurable, feature-rich customer service and advanced trading solution that offers a full range of applications to support your online brokerage channel.
Scivantage Maxit
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.
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Image Jersey City Office

499 Washington Boulevard
11th Floor
Jersey City, NJ 07310
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Image Boston Office

186 Lincoln Street
Suite 801
Boston, MA 02111
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