Skience

Streamline your wealth management workflows with multiple modules available in one comprehensive solution, versus subscribing to
multiple solutions. Bring it all together with Skience.

Digital Onboarding

Skience offers digital onboarding using a guided workflow solution that integrates multiple providers in a paperless process to minimize rekeying, reduce Not in Good Order (NIGO) transactions, enforce compliant processes, and enable rules-based supervision.

With Skience digital onboarding, you benefit from:

  • API-based new account opening with leading clearing and custody firms.
  • Managed account proposal generation with the Envestnet Platform.
  • The Quik!® forms automation and prefill capability for hundreds of financial services providers, coupled with DocuSign® to deliver a single eSignature experience for your clients.
  • Configurable indexing and auto-sweep of account opening documents to document storage solutions.
  • API-based new account opening with leading clearing and custody firms.
  • Managed account proposal generation with the Envestnet Platform.
  • The Quik!® forms automation and prefill capability for hundreds of financial services providers, coupled with DocuSign® to deliver a single eSignature experience for your clients.
  • Configurable indexing and auto-sweep of account opening documents to document storage solutions.

Aggregated Client Financial Data

Skience aggregates data from over 200 sources daily to provide a 360-degree view of your clients’ financial relationships.

Be confident that you have one, up-to-date and high-quality source of information that includes:

  • Data from clearing and custody providers, fund families, insurance carriers, alternative investment and trust providers, as well as your proprietary data feeds.
  • Data and documents to support your books and records requirements.
  • Accounts, positions, balances, and transaction records.
  • Data from clearing and custody providers, fund families, insurance carriers, alternative investment and trust providers, as well as your proprietary data feeds.
  • Data and documents to support your books and records requirements.
  • Accounts, positions, balances, and transaction records.

Integration with Leading Technology Tools

Skience weaves multiple wealth management providers into business process workflows using API-based integration with context-sensitive single sign-on.

Now you can simplify access to third-party offerings and minimize time and potential errors involved when rekeying with:

  • Bi-directional integration and single sign-on as part of an end-to-end digital account opening process with:

    - The Envestnet Platform for client onboarding and managed account proposal generation.
    - A client sync and contextual single sign-on with eMoney Advisor.
  • Client onboarding and new account opening with Laser App® and Quik!® forms, using eSignature powered by DocuSign®.
  • Support for automated document transfer with leading document management technologies in response to SEC 17a-3 and 17a-4 compliance requirements.
  • Single sign-on with contextual links to popular pages on Fidelity Investment’s WealthscapeSM advisor platform.
  • Bi-directional integration and single sign-on as part of an end-to-end digital account opening process with:

    - The Envestnet Platform for client onboarding and managed account proposal generation.
    - A client sync and contextual single sign-on with eMoney Advisor.
  • Client onboarding and new account opening with Laser App® and Quik!® forms, using eSignature powered by DocuSign®.
  • Support for automated document transfer with leading document management technologies in response to SEC 17a-3 and 17a-4 compliance requirements.
  • Single sign-on with contextual links to popular pages on Fidelity Investment’s WealthscapeSM advisor platform.

Account Servicing and Updates

Skience enables you to perform financial account servicing and updating expediently—straight through to your clearing and custody providers.

Save time with numerous capabilities, including:

  • Account updating features via API.
  • Configurable approval queues.
  • Guided workflows supporting service request transactions.
  • Single sign-on and contextual links to account information and service request pages on Fidelity Investment’s WealthscapeSM advisor platform.
  • Account updating features via API.
  • Configurable approval queues.
  • Guided workflows supporting service request transactions.
  • Single sign-on and contextual links to account information and service request pages on Fidelity Investment’s WealthscapeSM advisor platform.

Client Portal

The Skience client portal give advisors a collaboration center for working with their clients that can be configured to have the same look and feel as their website, with capabilities for clients to:

  • Self-register and capture information and documents for new account opening and risk tolerance questionnaires.
  • View their household account information, including balances, positions, and transactions.
  • Initiate inquiries and account updates, such as address changes.
  • Self-register and capture information and documents for new account opening and risk tolerance questionnaires.
  • View their household account information, including balances, positions, and transactions.
  • Initiate inquiries and account updates, such as address changes.

Compliance Audit Trails

Skience offers compliance tools to help you effectively manage regulatory and business risk issues.

Protect your business by making informed compliance decisions with:

  • Suitability tests, client-level reporting for CIP programs and AML and OFAC regulations, plus license and registration tests.
  • Trade Blotter review for transactions across multiple providers and products.
  • The ability to capture compliance actions required by SEC 17a-3 and 17a-4.
  • Automated sweeping of account documentation and compliance actions to document management solutions supporting 17a-4 compliance.
  • Suitability tests, client-level reporting for CIP programs and AML and OFAC regulations, plus license and registration tests.
  • Trade Blotter review for transactions across multiple providers and products.
  • The ability to capture compliance actions required by SEC 17a-3 and 17a-4.
  • Automated sweeping of account documentation and compliance actions to document management solutions supporting 17a-4 compliance.

Let us show you Skience at work.
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