Skience Financial Solutions

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.

Skience Client Portal

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?

Get Help with Both

Looking for a scalable solution to power your growing business?

Ask us about Skience Enterprise*

*Our standalone option.

Let us show you Skience at work.
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