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It's Time to Reinvent the Way Advisors Work

Introducing a Faster, Simpler, More Productive Advisor Environment

2020 American Business Awards®

Digital Wealth in a Box

Digital Wealth in a Box

Skience Consulting

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Clients
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Salesforce® Implementations
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Users

Skience is a leader in delivering cloud-based strategies that transform businesses – from small firms to Fortune 500 companies – with expertise in financial services. We develop strategies and solutions that are innovative, reliable, and scalable.

With more than two decades of consulting expertise, we have the ability to understand future industry and technology trends and then incorporate that knowledge and best practices into the solutions and products that we deliver to our clients today.

Platform

Skience is an industry-leading wealth management platform that streamlines and automates time-consuming, error-prone business processes. Featuring out-of-the-box integration with leading custodians and technology providers, it empowers broker-dealers and RIAs to unify their technology, increase productivity, and deliver a superior client experience.

Our Solutions
Collaboration

Consulting

Skience Consulting helps companies transform their businesses using cloud-based technology. Our consulting team offers proven expertise in current best practices, up-to-date technology standards, and forward-facing trends. Working with companies across a wide variety of industries, we create cost-effective cloud strategies that enable our clients to flourish.

Our Services

The New Hub of Your Technology Ecosystem

Skience connects the dots between your existing technology tools and enterprise partnerships, creating a holistic advisor experience within an easy-to-use Salesforce environment.

Integrations

Skience has invested in partnerships with the wealth management industry’s top financial technology providers, TAMPs, and clearing and custody firms, leading to smart integrations for improved efficiency, advanced data and file sharing, and better client outcomes.

Our Integration Partners

Skience 13.0 Includes a Reg BI Solution and Advanced Configuration Capabilities

The latest version of Skience offers a simple, out of the box solution to enable firms and advisors to comply with the CRS forms delivery mandated by Reg BI, along with advanced configuration.

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See Skience at Work

Empower your organization with seamless workflow integration

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Empower your organization with seamless workflow integration

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Our Clients

Skience offers solutions for every type of wealth management business.

Wealth Management

Broker-Dealers

Skience unifies enterprise technology through seamless integrations and automated workflows that improve productivity for the front, middle, and back office.

RIAs

Advisors save time, eliminate delays caused by paperwork and NIGOs, and have a comprehensive view of their clients’ financial world with Skience.

Financial Services

Other Businesses

Skience acts as a trusted advisor, analyzing existing systems and future goals, and then implementing solutions that deliver value to organizations.

Our Clients

Skience is a leader in digital transformation for every type of financial services company. Whether through business and technology consulting services, or by implementing our proprietary wealth management platform, Skience acts as a trusted advisor, analyzing existing systems and future goals, and then applying the right solutions that deliver value to organizations.
Wealth Management

Wealth
Management

Unified technology that improves productivity for the front, middle, and back office.

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Bank
Banks

Integrated systems and data for improved productivity, service delivery, and business growth. 

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Insurance
Insurance

Powerful solutions that improve data flow and make customer satisfaction the focus of every interaction.

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Mortgage
Mortgage

Sophisticated technology that delivers a unified experience for all borrowers, lenders and partners.

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Asset Management

Asset
Management

Solutions that optimize information sharing for improved operational efficiency.

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