Investor is a secure, cloud-based customer service and advanced trading platform with industry leading investment applications. Premier brokerage firms rely on Investor to improve account acquisition and retention, strengthen their brand and support the complex needs of active investors.
Professional is a configurable, cloud-based wealth management platform that provides automated advanced trading and account management tools to enhance financial advisor productivity and increase profitability.
Maxit is the only fully automated, real-time solution to provide accurate, adjusted cost basis reporting through a highly configurable platform. Maxit enables broker-dealers, mutual funds, custodians and prime brokers to streamline tax and portfolio reporting and deliver a superior client experience.
SIMFA Operations Conference and Exhibit 2013
Boca Raton Resort &Club
Boca Raton, FL
Live Webinar Event
The Race for Self-Directed Investors: Developments in Online Trading
Wednesday, April 24th
Bank Brokerage Executive Roundtable
Client Experience Matters: The Case for Driving Growth in the Self-Directed Investment Channel
Thursday, April 4th
8:00AM - 2:00PM
*This is an invitation only event.
Scivantage is an independent financial technology provider with proven expertise in online brokerage, tax and portfolio reporting, and wealth management applications that automate and integrate key business practices for broker-dealers, mutual funds, custodians and prime brokers. From trade order processing and account management to comprehensive cost basis reporting and automated account opening, maintenance and funding, Scivantage's back-office independent solutions enable financial institutions and financial professionals to dramatically reduce operational costs, strengthen customer relationships and improve productivity. For more information, please contact us or call us at +1.866.724.8268.