Move advisor books faster, with less manual work

Load the book. Capture consent. Let clients fill in the rest. Every account opens from the data, start to finish.

Speed matters. So does trust. Most firms sacrifice one for the other.

Nearly 20% of client assets never follow an advisor to a new firm, and most of that loss happens in the delay, not the decision. Skience closes the window: consent captured digitally, client data carried into new accounts, and every account driven through to the custodian.

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From transition data to newly opened accounts

Bring an advisor's book through intake, client authorization, paperwork, and custodian submission in one connected process.

Bring in the book

Bring permitted client information into Advisor Transitions through a structured, household-based intake template.

Designed for post-U5 environment
Pre-defined data templates
Uploaded data organized to seamlessly continue transition process
Clients in transition are only visible to the Advisor and not yet to the firm

Review and complete

Review the pre-filled records and add any missing details, with no re-keying.

Review uploaded information before outreach
Add missing client or account details
Edit records as information becomes available

Get client consent

Advisors can collaborate securely with clients through digital questionnaires tailored to obtain consent for each transition.

Secure client authentication
Explicit authorization to transfer information
Client-provided missing information

Generate and send

Open accounts for all household members with one signature request, built from data you already have.

Carry transition data into account opening
Generate required account paperwork
Send documents for electronic signature

Track progress and Open Accounts

Complete account opening and track status across every household in one place.

Track outreach, responses, and signatures
View household transition history
Fully integrated with the account opening workflow to open accounts

Bring in the book
Bring permitted client information into Advisor Transitions through a structured, household-based intake template.
- Designed for post-U5 environment
- Pre-defined data templates
- Uploaded data organized to seamlessly continue transition process
- Clients in transition are only visible to the Advisor and not yet to the firm
Review and complete
Review the pre-filled records and add any missing details, with no re-keying.
- Review uploaded information before outreach
- Add missing client or account details
- Edit records as information becomes available
Get client consent
Advisors can collaborate securely with clients through digital questionnaires tailored to obtain consent for each transition.
- Secure client authentication
- Explicit authorization to transfer information
- Client-provided missing information
Generate and send
Open accounts for all household members with one signature request, built from data you already have.
- Carry transition data into account opening
- Generate required account paperwork
- Send documents for electronic signature
Track progress and Open Accounts
Complete account opening and track status across every household in one place.
- Track outreach, responses, and signatures
- View household transition history
- Fully integrated with the account opening workflow to open accounts

Better Client Relationship Starts Here

Every capability reduces operational friction, improves accuracy, and helps teams move from client onboarding to funded account more efficiently.

More assets make the move
Firms acquire more assets with simplified transitions.
Advisors produce sooner
Every week a transitioned advisor isn't fully operational is a week of lost production. An advisor’s book that moves in weeks instead of quarters starts earning sooner.
Recruiting gets easier
Advisors say learning new technology is their biggest concern about changing firms. A transition that visibly goes well is the best proof your platform is worth joining.

Supporting every role in an Advisor Transition

Skience aligns account opening teams with the tools and visibility to accelerate progress.

Advisors
Get a new book moving quickly without rebuilding every account.
Operations
Process a large transition with structured data, document generation, and status visibility.
Compliance
Maintain a controlled process around the information that can be transferred and the accounts being opened.
Clients
Receive a secure request to confirm the move, then complete paperwork electronically, without repeated back-and-forth

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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.