HERNDON, Va., Sept. 17, 2020 /PRNewswire/ — Skience, the leading financial services solution and consulting provider, announced today that it won the 2020 WealthManagement.com Industry Award for Technology Providers: Client Onboarding/New Account Opening.
Skience’s integrated wealth management platform offers a streamlined, end-to-end client onboarding and new account opening experience, compliance features, and daily data consolidation. Powered by deep integrations with leading financial planning technology tools and all major clearing and custody platforms, Skience unites technology systems within a CRM-based framework that improves efficiency for investors, advisors, back office staff, and firm leadership.
Skience’s multi-point new account opening solution is tailor-made to meet the needs of a changing advisor work landscape. In an especially volatile market, it is imperative for financial advisors to be equipped with a complete digital solution that enables them to quickly and easily onboard clients and open new accounts for a household from any location—while sharing data within the platform securely to custodians and their own firms. With this enhancement, Skience has designed a singular, fully-integrated experience between the investor, advisor, and operations team, reducing the time to open new accounts from weeks to a matter of minutes.
September 17, 2020