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 15 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 Investment™ 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.
Integrated wealth management workstation that brings together real-time data, advisory productivity tools, automated workflow and transaction processing in one, complete solution
Highly configurable, feature-rich customer service and advanced trading solution that offers a full range of applications to support your online brokerage channel.
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.
Performance measurement and reporting solution that transforms the online investment experience with dynamic portfolio analytics, crowd-sourced social analysis, and visual dashboards tailored to the retail investor.
Intuitive equities and options investing tool that streamlines the market data research process and provides data-driven results for informed trading decisions.