Client Onboarding and Account Opening
Faster onboarding, smarter workflows, better experiences for advisors and investors.
One platform for modern wealth firms
Connect every stage of your business, from advisor onboarding to a transitioned book, and from proposal to funded account, with documents, compliance, & data in one system for broker-dealers and RIAs.
The platform behind thousands of wealth operations
Better workflows improve efficiency, accelerate growth, strengthen compliance, and create efficiencies for the advisors to drive growth for their clients.
95%
Reduction in NIGO rates
300,000+
Accounts opened annually
<4 Days
Average time to funded account
66% Faster
Account opening
More Time
For advisors and operations teams
The Operational Core of a Wealth Firm
One connected platform for workflows, documents, data, and compliance, eliminating fragmented tools and creating a more consistent, controlled way to operate.
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Advisor Transitions
Move advisors and their books with greater speed, visibility, and confidence.
Document Management
A single, centralized home for every document, built to meet SEC 17a-4.
Digital Interactions
Modernize advisor and client collaboration through digital experiences.
Data Consolidation and Replication
Create a single source of truth with a unified household view of client assets across custodians, carriers, and fund companies.
Surveillance
Bring visibility, efficiency, and collaboration to supervisory and compliance reviews.
Compliance Happens Where the Work Happens
Reg BI documentation, suitability checks, and OFAC screening run inside the workflow, not in a review queue afterward. Every approval, exception, and version is captured as the work happens, so the record exists before anyone asks for it.
SOC 2
FINRA Regulations
Audit Trails
Regulation Best Interest
SEC Requirements
KYC
See What Skience Solves for You
Experience streamlined workflows across wealth management's most critical tasks through one connected platform.
Decades of Wealth Operations, in One Platform
For over 20 years, Skience has helped wealth management firms streamline complex operations. That expertise is built into every workflow, every automation, and every capability, helping firms work smarter from day one.
Connected by Design
Connect to your custodians, TAMPs, and fintech providers out of the box in one platform.
Purpose-Built for Wealth Management
Designed exclusively for the unique operational, compliance, and regulatory demands of wealth management.
Expertise, Built In
Every workflow reflects years of real-world operational experience, not generic automation.
Designed to Simplify the Complexity of your Daily Processes
Whether you're an RIA, broker-dealer, dual registrant, or enterprise wealth firm, Skience adapts to the way your business operates.
Works with Your Existing Partners
The platform connects with custodians, financial planning tools, managed account platforms and other leading fintechs to create one wealthtech ecosystem.
What Could Your Team Do Without Operational Friction?
Connect with us to find out.