Smart Integrations
Skience offers deep, bi-directional integration with the leading technology tools to help streamline the client onboarding process for wealth managers.
Fidelity Clearing & Custody
For Broker Dealers:
For Broker Dealers:The Skience Platform provides users with a comprehensive integration with Fidelity, offering new account opening and account maintenance using straight-through processing as well as prospect prefill. Additionally, Skience offers daily posting of Fidelity account data, integration with Business Process Manager (BPM), and single sign-on with contextual links to Fidelity’s Integrated Cashiering Platform, Service Center, Statements, Reporting, and other popular features.
For RIAs:
For RIAs:Our integration with Fidelity saves time for Advisors by prefilling client data from Salesforce for new account opening using prospect prefill or DocuSign DIY. In addition, Skience offers daily posting of Fidelity account data, and single sign-on with contextual links to Fidelity’s Integrated Cashiering Platform, Service Center, Statements, Reporting, and other popular features.
Fidelity Institutional® and National Financial Services LLC (together “Fidelity”) is an independent company, unaffiliated with Skience LLC. There is no form of legal partnership, agency affiliation, or similar relationship between Skience LLC and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity has not been involved with the preparation of the content supplied by Skience LLC and does not guarantee, or assume any responsibility for, its content. Fidelity®, Fidelity Institutional® and WealthscapeSM are service marks owned by FMR LLC. Fidelity Institutional provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. eReview number 903816.5.0
Pershing Clearing & Custody
For Broker Dealers:
The Skience Platform’s integration with BNY Mellon’s Pershing Clearing Services platform offers new account opening using straight through processing. The new account opening process is a guided, intuitive interview that gathers information about the client, and the account, all within the Skience platform.
For RIAs:
Our integration with the Wealth Advisor Solutions platform at BNY Mellon’s Pershing provides a streamlined, forms-based new account opening guided workflow that prefills data from Salesforce, reducing errors for the back office, and delivering digital paperwork to clients that greatly accelerates the start of the investment process. Skience also offers daily posting of Pershing account data.
Charles Schwab®
For RIAs:
The Skience Platform’s integration with Schwab saves time for Advisors by prefilling client data from Salesforce into Schwab forms for new account opening, and enables the advisor’s own Docusign for expedited new account processing. Skience also offers daily posting of Charles Schwab account data.
Need to connect with a specific platform?
Let us know, and we will review your integration request.