The workstation will deliver market data and tools available through Market-Q, Interactive Data’s browser-based real-time market data solution, along with Scivantage’s account and advisor book management, order entry and transaction processing capabilities.
It will also allow financial advisors to access market data and research, decision support tools and trading capabilities, as well as automate critical functions such as portfolio rebalancing, cost basis reporting and trade processing.
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Market-Q enables advisors and their clients to access market data and tools within a single easy-to-use web application.
As part of the new arrangement, Market-Q will leverage Scivantage’s advisor productivity tools and transaction processing capabilities to deliver the wealth management solution. The offering is available over the web and on mobile-based delivery options.
Interactive Data’s wealth management business in the US vice president and general manager Bill Chambers said this platform will offer financial advisors a new technology choice, providing more efficient workflows to help advisors focus on servicing clients.
Interactive Data and Scivantage anticipate launching the full integrated workstation later this year.
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