The firms that onboard well are the firms advisors and clients stay with

When account opening is fast and clean, advisors spend their first weeks with a client building the relationship, not stuck in processes and paperwork.

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The Onboarding Experience Sets the Tone for Everything That Follows

The first experience clients have with your firm is account opening. When that process is fragmented, delays and rework become inevitable. Skience brings every step into one connected workflow.

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From Client Record to Funded Account

Account opening spans people, systems, and approvals. Skience keeps every step connected from client records to custodian submission.

Guided Account Opening

Configure account types, ownership, registrations, and investment preferences with guided workflows.

API and forms based account opening workflows
Custodian and firm specific built-in validations
Reduced rekeying and duplicate data entry
Integrated CRM

Compliance

Turn compliance into an integrated part of account opening, not a downstream review.

Rules-based supervision
Pre-built and configurable automated suitability checks
License & registration validation
OFAC screening
Configurable business rules

E-Signature Enabled

From captured data to automatically prefilled signed paperwork, with no manual step in between.

Custodian and firm-specific form sets, kept current
Conditional disclosures applied to satisfy Reg BI and suitability requirements
E-signature or wet signature when the account requires it
Live status on every packet, so nothing sits unsigned unnoticed

Integrate your Workflow

Connect the entire account opening journey, from upstream systems to the custodian.

Integrate best interest, financial planning and proposal generation
Real time account creation
Automate storing documents in a 17a-4 compliant repository

Guided Account Opening
Configure account types, ownership, registrations, and investment preferences with guided workflows.
- API and forms based account opening workflows
- Custodian and firm specific built-in validations
- Reduced rekeying and duplicate data entry
- Integrated CRM
Compliance
Turn compliance into an integrated part of account opening, not a downstream review.
- Rules-based supervision
- Pre-built and configurable automated suitability checks
- License & registration validation
- OFAC screening
- Configurable business rules
E-Signature Enabled
From captured data to automatically prefilled signed paperwork, with no manual step in between.
- Custodian and firm-specific form sets, kept current
- Conditional disclosures applied to satisfy Reg BI and suitability requirements
- E-signature or wet signature when the account requires it
- Live status on every packet, so nothing sits unsigned unnoticed
Integrate your Workflow
Connect the entire account opening journey, from upstream systems to the custodian.
- Integrate best interest, financial planning and proposal generation
- Real time account creation
- Automate storing documents in a 17a-4 compliant repository

Better Client Relationship Starts Here

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

Reduce Duplicate Data Entry
Capture information once and use it throughout the workflow.
Accounts Opened on the First Attempt
Validation, suitability, and screening happen before submission, so applications don't come back and clients don't sign twice.
Your Team Scales
When the work shifts from re-keying and correcting to reviewing exceptions, the same headcount absorbs more volume.

Supporting Every Role in Account Opening

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

Advisors
Spend less time on paperwork and more time building client relationships.
Operations
Reduce manual work, improve accuracy, and keep onboarding moving.
Compliance
Shift from chasing missing information on forms to reviewing submission-ready accounts.
Clients
Experience a faster, smoother onboarding process from day one.

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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.