With its latest release, Skience has re-architected the digital platform to facilitate updates and data field configuration as well as deeper integrations with leading financial services partners.
Skience, a leading wealth management services and solution provider within the Salesforce ecosystem, today announced its latest initiative to drive the digital transformation of the investment consulting experience through recent product enhancements that make it easier to customize, configure and update its wealth management platform. The just-released version 11.0 of the Skience platform provides advisors with streamlined client onboarding and multi-point new account opening with leading clearing and custody providers; compliance tools; data aggregation; and bi-directional integration with financial planning and managed account platforms. Read more.
July 12, 2019