Empower your clients to do more
The portal is a way for an Advisor to give their clients access to account information, self-servicing options, integrated collaboration capabilities, document exchange, messaging, digital signature, video conferencing, task management, and more. The result is that the Client experience becomes more convenient and more personalized, resulting in a solid long-term relationship.
Enhanced Communications
With a suite of powerful communication tools including secure messaging, live chats, and more, you and your clients are able to collaborate in new ways together.
Adaptable Branding
Display what is most important to your clients your way. Our client portals deliver customizable branding, dashboards, as well as news and stock quotes all in one place.
Skience delivers world-class security to advisors and clients as well as persistent history and audit trails of all interactions for your compliance team.