Scivantage Professional offers Scottrade Advisor Services an integrated suite of applications to open and maintain brokerage accounts, execute standard and complex trade orders, and proactively manage client accounts from a single, browser-based interface. Through this initiative, advisors will be provided with secure, reliable and real-time order processing, workflow management and account automation.
Advisors who use the platform will also have access to Scivantage Maxit, the most complete cost basis, tax management and portfolio reporting solution, to enable timely and effortless investment tax decisions.
Scivantage Professional offers Scottrade a flexible platform that can quickly scale to support future growth, feature-rich, out-of-the-box capabilities to support the immediate needs of their advisors, and seamless integration with their proprietary back office and other third-party systems. These capabilities were important factors that led to Scottrade selecting Scivantage Professional.