Grow Client Relationships Fast Start

Skience has partnered with Salesforce on a packaged offering for RIAs that includes select integrations.

A Turnkey Approach to Supercharge Your RIA Business

Financial Services Cloud
Core CRM
  • B2C and B2B data model
  • Referral management
  • Financial accounts
Skience
Integrations and Data Aggregation
  • Data aggregation from one custodian
  • Integration with one financial planning tool
  • One service flow (account opening with one custodian)
  • Skience dashboard
Approved SI
Implementation and Adoption
  • FSC implementation
  • Data migration of accounts/ households and contacts/person accounts
  • User setup
  • Householding setup
  • Outlook integration
  • Skience implementation
  • User training
Extras
Upgrades and Custom Items
  • Full FSC or other Salesforce products
  • More complex data migration needs
  • Additional custodial data integrations
  • Report/dashboard development
  • Workflow automation processes

Contact Us

If you are interested in the Grow Client Relationships Fast Start program designed specifically for independent advisors, please complete the following form so we can learn more about your business.

Personal Information

Company Information
Address

Company Details

What firm do you custody with? (Select all that apply) *

Fidelity Clearing & Custody Solutions®Schwab Advisor SolutionsTD Ameritrade

Do you have access to custodian data within your existing CRM?*

YesNo

Would you be interested in viewing custodian data within your CRM?*

YesNo

If you receive a custodial data feed, what type of data are you receiving? (Select all that apply)

BalancesPositionsTransactions

Would you describe your new account opening process as
paper-based, digital, or a combination? *

What financial planning tool does your firm use? *

How did you hear about this offer? *