For Broker Dealers: The Skience Platform’s extensive, bi-directional smart technology integration with Fidelity Wealthscape offers new account opening and account maintenance using straight through processing as well as prospect prefill. In addition, Skience offers daily posting of Fidelity account data, integration with BPM and single sign-on with contextual links to Wealthscape’s Cashiering, Service Center Status and other popular features.
For RIAs: Our integration with Fidelity Wealthscape 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 Wealthscape’s Cashiering, TOA, Service Center and other popular features.
Fidelity Clearing & Custody Solutions® (“Fidelity”) is an independent company, unaffiliated with Skience. There is no form of legal partnership, agency affiliation, or similar relationship between Skience 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 and does not guarantee, or assume any responsibility for, its content. Fidelity is a registered service mark of FMR LLC. Fidelity Clearing & Custody Solutions® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. <903816.1.0>
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 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.
For RIAs: Our integration with the eTrade provides a streamlined, forms-based new account opening workflow that prefills data from Salesforce, simplifying the process for the advisor, reducing errors for the back office, and delivering digital paperwork to clients that greatly accelerates the start of the investment process.
Schwab Advisor Center®
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.
TD Ameritrade VeoOne®
For RIAs: The Skience Platform’s integration with TD Ameritrade saves time for Advisors by prefilling client data from Salesforce into TD Ameritrade forms for new account opening, and supports Docusign’s communication with TD Ameritrade for expedited new account processing. Skience also offers daily posting of TD Ameritrade account data.
TD Ameritrade, Inc. and Skience are separate, unaffiliated companies and they are not responsible for each other’s services and products. ‘Veo® Integrated’ is an indication of programming compatibility. It does not imply any TD Ameritrade, Inc. recommendation of, endorsement of, warranty of, or fitness for use of, Skience’s products or services. TD Ameritrade is not responsible for information, opinions or services provided by Skience. Brokerage services provided exclusively by TD Ameritrade, Inc., member FINRA/SIPC/NFA. Veo is a trademark of TD Ameritrade, Inc. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission. All rights reserved.
The Skience Platform offers bi-directional integration to prefill and generate proposals at Envestnet, then automatically include the Statement of Investment Selection and related documents for your client’s digital signature alongside new account applications from your custodian or clearing firm.
Morningstar®Advisor Work StationSM
The Skience Platform’s bi-directional integration with Morningstar Advisor Workstation expedites the investment proposal process by single sign-on and automatically generating a proposal incorporating client demographic and detailed holdings information. The completed proposal is returned and stored in Skience.
Envestnet | MoneyGuidePro®
The Skience Platform’s bi-directional integration with Envestnet | MoneyGuide expedites the financial planning process by automatically generating a plan incorporating client demographic and detailed holdings information. MoneyGuide’s Health Meter dashboard is automatically updated and available within Skience to present advisors with a quick view of their clients’ progress against goals.
Docusign’s industry-leading digital signature capabilities are embedded deeply within Skience’s guided workflows for new account opening and other forms-driven processes. Within Skience, the advisor can initiate, monitor and complete the digital signing process including multiple account applications and a proposal to deliver a streamlined signing experience for their clients.
Electronic Verification Systems
Clients can use the Skience Platform’s integration with EVS to automate the client due diligence process to perform real time checks of OFAC and AML watchlists and fraud protection based on client demographic information.
Quik!Forms is at the heart of Skience’s new account opening and account maintenance workflows. Quik! offers a comprehensive set of electronic forms from hundreds of product providers and custodians, as well as support for an advisor’s custom forms, all of which are pre-fillable from Skience and may be printed or sent to a client for digital signature.
The Skience Platform has been offered as a managed package on the Salesforce platform since 2012, and it is designed to enhance and empower the Salesforce user experience for wealth management firms and their clients. Skience is powered by Lightning and is available on the Salesforce, Sales Cloud, Service Cloud, Financial Services Cloud and Salesforce Communities platforms. Skience enables RIA and broker-dealer firms to increase efficiency, stay compliant and grow their business with this robust platform.