Put yourself at the center of your clients’ financial lives, streamline your
workflows with integration to popular third-party applications and
eliminate lengthy and expensive implementations.
Build it the way you want
Skience offers a version for multiple Salesforce® product editions.
Meet the demands of an increasingly tech-centric client base with this collaboration center for creating and discussing information about financial accounts.
Configure the portal’s look and feel to be an extension of an advisor’s website, and have it launch from there via a link
Save time and reduce errors by having clients self-register, upload documentation and enter as much account info as possible online
Let clients view accounts that are part of their household, including details on balances, positions and transactions
Use workflows to move information into a draft account on Skience for advisors to review, perform necessary validations and generate paperwork for client eSignature
Configure the portal’s look and feel to be an extension of an advisor’s website, and have it launch from there via a link
Save time and reduce errors by having clients self-register, upload documentation and enter as much account info as possible online
Let clients view accounts that are part of their household, including details on balances, positions and transactions
Use workflows to move information into a draft account on Skience for advisors to review, perform necessary validations and generate paperwork for client eSignature
Skience Onboarding
Make your first and future client experiences memorable with innovative capabilities that support a smooth and effortless onboarding process, increasing productivity for all parties involved.
Leverage timesaving paperless capabilities, such as electronic forms and eSignature options
Minimize frustrating NIGOs with automatic checks that identify any missing mandatory information
Accelerate new account opening with straight-through processing to leading clearing firms and custodians
Leverage timesaving paperless capabilities, such as electronic forms and eSignature options
Minimize frustrating NIGOs with automatic checks that identify any missing mandatory information
Accelerate new account opening with straight-through processing to leading clearing firms and custodians
Skience Compliance
Protect your business by making informed compliance decisions that respond to the heightened regulatory requirements financial services firms face today.
Facilitate the capture of account information required by SEC 17a-3 and 17a-4
Meet suitability tests and the impending DOL fiduciary rule
Access a Trade Blotter across products and vendors, with a workflow and review capability
Support optional client level reporting for CIP programs and AML and OFAC regulations
Facilitate the capture of account information required by SEC 17a-3 and 17a-4
Meet suitability tests and the impending DOL fiduciary rule
Access a Trade Blotter across products and vendors, with a workflow and review capability
Support optional client level reporting for CIP programs and AML and OFAC regulations
Skience Data Aggregation and Reconciliation
Deepen client discussions with in-depth analysis and reporting that’s driven by one high-quality source of financial data aggregated from over 200 providers.
Select from a wide range of data providers, including clearing firms, custodians, fund families, insurance carriers, transfer agencies and other third parties who serve your clients
Let the Skience team map the data attributes from the chosen sources to your destination data structure
Tap into a clean, comprehensive set of data that’s automatically updated each and every day
Add your own proprietary information to create a comprehensive Book & Records system
Select from a wide range of data providers, including clearing firms, custodians, fund families, insurance carriers, transfer agencies and other third parties who serve your clients
Let the Skience team map the data attributes from the chosen sources to your destination data structure
Tap into a clean, comprehensive set of data that’s automatically updated each and every day
Add your own proprietary information to create a comprehensive Book & Records system
Skience Onboarding
Mine data from the Skience Aggregation and Reconciliation module to uncover important insights and trends in investor portfolios that can pinpoint opportunities to further engage your clients.
Access snapshots of historical information processed by Skience
Create reports and dashboards leveraging Skience Analytics’ tools
Observe how key metrics have trended in a book of business over time
See a snapshot of data “as of” a historical date, for compliance purposes
Access snapshots of historical information processed by Skience
Create reports and dashboards leveraging Skience Analytics’ tools
Observe how key metrics have trended in a book of business over time
See a snapshot of data “as of” a historical date, for compliance purposes
We’re always developing
new modules. More
coming soon!
Don’t have Salesforce, but are interested in the Salesforce/Skience combination?
