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499 Washington Blvd., 11th Floor Jersey City, NJ 07310
Jersey City
NJ
US

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646-452-0029

Contact

Robert Press
[email protected]

Scivantage Maxit

Since cost basis regulations were enacted in 2008, the financial industry has been hastening to implement cost basis reporting technology in order to comply with government requirements. Now, after having spent countless dollars to achieve cost basis reporting compliance, the question at hand is, “what’s next”? How can firms minimize costs, while also leveraging their new systems beyond compliance? Let Scivantage Maxit® turn tax compliance into a competitive advantage and strategic strength.

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Wealthsqope

Wealthsqope, a SaaS wealth management solution, allows financial firms to provide investors with transparency into and control of their investments, helping to improve investor performance and deliver unparalleled data and analytics-driven guidance with actionable ideas.