Innovative Solutions

The leading provider of web-based, front- and middle-office technology solutions, Scivantage empowers financial institutions, financial professionals and individual investors to maximize investment returns, achieve greater levels of productivity and experience independence from inefficient technologies. We do so by providing innovative technology that simplifies, automates and reduces the cost of financial transactions. Our solutions combine award-winning functionality, proven back-office independent integration, superior customer service and the best user experience and the result is innovative solutions that meet your business-critical needs. Learn more about Scivantage's innovative solutions today.

Scivantage Investor
Scivantage Investor is a powerful, integrated solution that provides retail investors with personalized, on demand access to high-quality investment tools and information they need to manage and build wealth online.

• Order entry and processing of equities, options, mutual funds and ETFs
• Advanced trading and complex options strategies for experienced investors
• Cutting edge fraud prevention techniques and tools
• Real-time access to balances, positions, account activity and order status with immediate account opening, maintenance
and ACH funding
• Investor dashboards, OFX downloads and online document delivery

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Scivantage Professional
Scivantage Professional is a browser-based, advisor workstation that brings together real-time data, advisory productivity tools, automated workflow and transaction processing in one, complete solution.

• Single, multi- and cross account order entry and processing
• Real-time, actionable notification of critical events, such as trade rejection, new account status, ACAT status and compliance alerts
• Comprehensive search capabilities and book management features allow for grouping and analysis of critical customer data across multiple accounts, household, branch or rep ID
• Real-time access to balances, positions, account activity and order status with immediate account opening, maintenance and funding

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Scivantage Maxit
Scivantage Maxit provides real-time, tax-based investment decision support to help financial advisors and investors minimize tax liabilities and increase after-tax performance.

• Processing of all portfolio transactions and corporate actions affecting holdings and income
• Wash sale identification, calculation and deferral
• Customized reports for realized and unrealized gains/losses, IRS Schedule D, and Form 6781
• Real-time, actionable pre-trade analysis of short- and long-term gain/loss opportunities

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Scivantage ENS
Scivantage Event Notification System (ENS) provides real-time event dashboards which enable users to receive and respond to critical event-generated and ad-hoc alerts in a single, actionable and auditable web-based Inbox.

• Centralized view of all alerts and notifications across firm-wide systems
• Configurable event dashboards designed to support key business functions such as operations, compliance, advisor workflow and investor communicati
• Multi-Device delivery, including web Inbox, desktop pop-up, email, PDA, phone
• Workflow manager, real-time reporting and full audit tracking system