Multi-Custodial Account Opening Solution, Available on the Skience® Platform, Recognized by Business Peers in FinTech Solution Category
Herndon, Virginia | May 19, 2020—Skience, a leading wealth management solution and service provider, is the recipient of a Silver Stevie® Award in the FinTech Solution category in the 18th Annual American Business Awards®. The award will be conferred in a virtual award ceremony later this summer.
Skience is an integrated wealth management platform that offers a streamlined, end-to-end client onboarding and new account opening experience, compliance features (including a solution for Regulation Best Interest), and daily data aggregation from more than 200 sources. Powered by deep integrations with leading financial planning technology tools and all major clearing and custody platforms, Skience acts as a firm’s technology hub, uniting disparate technology systems within a CRM-based framework that improves efficiency for investors, advisors, back office staff, and firm leadership. With Skience, investors can input personal information used to prefill a new account application securely and remotely via the Skience investor portal. Advisors can open multiple accounts for investors at once. And applications that require a client signature can be compiled and delivered to the investor in a single electronic signature experience, reducing a once tedious and time-consuming process to a matter of minutes and delivering an improved client experience. For more details, visit the Skience website.
More than 3,600 nominations of public, private, for-profit, and non-profit US organizations of all sizes and industries were submitted to the American Business Awards® this year. More than 230 professionals worldwide participated in the judging process to select this year’s Stevie Award winners. Information about The American Business Awards and a complete list of 2020 Stevie winners are available at www.StevieAwards.com/ABA.
In evaluating the submission, the panel of judges praised Skience’s multi-point onboarding module as “interesting and innovative new technology,” and an “innovative new product with intelligence in mind.”
“We are proud and humbled by this industry recognition,” said Sanjeev Kumar, CEO of Skience. “This award reflects our ongoing commitment to transforming the wealth management industry through the delivery of efficient, elegant, and client-centric platform solutions for financial services firms and advisors.”
- May 19, 2020