Surveillance That Adapts to Every Product You Sell

Every trade and every account, tested against product specific rules

Individual exceptions can hide bigger patterns

Reviewing activity across disconnected systems makes it harder to see context, investigate exceptions, involve the right people, and document what happened.

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Information turned actionable

Create the right interaction, collect responses, review the information, and route it into the workflow that needs it.

Complete Trade Visibility

Configure account types, ownership, registrations, and investment preferences with guided workflows.

One view, not several systems
No jumping between platforms
Accurate picture of investments
Less manual reconciliation

Built-In Flexibility

Configure account types, ownership, registrations, and investment preferences with guided workflows.

Exceptions by account, client, or household
No one-size-fits-all default
Adjusts as policy changes
Fits firms of any size

Stronger Principal-Advisor Collaboration

Configure account types, ownership, registrations, and investment preferences with guided workflows.

Shared visibility, less back-and-forth
A full year of historical context
Faster, better-informed decisions
Surfaces patterns automatically

Built to Keep Pace With Regulation

Configure account types, ownership, registrations, and investment preferences with guided workflows.

Built for shifting rules
Updates without a system rebuild
Scales with firm growth
Stays current, no added headcount

Complete Trade Visibility
Configure account types, ownership, registrations, and investment preferences with guided workflows.
- One view, not several systems
- No jumping between platforms
- Accurate picture of investments
- Less manual reconciliation
Built-In Flexibility
Configure account types, ownership, registrations, and investment preferences with guided workflows.
- Exceptions by account, client, or household
- No one-size-fits-all default
- Adjusts as policy changes
- Fits firms of any size
Stronger Principal-Advisor Collaboration
Configure account types, ownership, registrations, and investment preferences with guided workflows.
- Shared visibility, less back-and-forth
- A full year of historical context
- Faster, better-informed decisions
- Surfaces patterns automatically
Built to Keep Pace With Regulation
Configure account types, ownership, registrations, and investment preferences with guided workflows.
- Built for shifting rules
- Updates without a system rebuild
- Scales with firm growth
- Stays current, no added headcount

Your custodians see accounts. Your rules should see clients.

Skience aggregates activity from every connected custodian and evaluates it as a single relationship, so concentration, suitability, and breakpoint rules apply to what the client actually holds.

No development. Just configuration.
Firms can augment rules and blotters as regulations and product offerings change at any time.
Show how the supervision happens
Every decision, assignment, and annotation is captured and retained, so the answer to "how do you supervise this" is a record, not a description of intentions.
Spot patterns before they become problems.
Previous exceptions surface alongside current activity, so recurring issues are visible instead of hidden in isolated reviews.

Build to simplify oversight and operations

Give compliance, supervisors, administrators, and advisors the right level of visibility and access at each stage of review.

Advisors
Receive targeted requests for information when a reviewer needs clarification or supporting documentation.
Compliance
Define surveillance rules, thresholds, and blotter structure around firm requirements.
Supervisors and Principals
Review the accounts and activities assigned to their oversight and identify patterns across historical exceptions.

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Works with Your Existing Partners

The platform connects with custodians, financial planning tools, managed account platforms and other leading fintechs to create one wealthtech ecosystem.