At Skience, financial advisors are the center of our business. Our company is made up of fintech and wealth management veterans and experts who understand the industry and its processes. We created our platform to meet the unique needs of advisors and continue to enhance and improve it based on their feedback. In honor of National Financial Advisor Day on April 18, we’re taking a moment to share how Skience helps advisors every day.

Our technology empowers advisors to devote more time to clients and expanding their business, instead of being bogged down by technology and data challenges. Here’s how we support advisor efficiency:

  1. Streamlined workflows: Skience provides advisors with a platform that streamlines client management workflows, from accelerated onboarding to intuitive ongoing service. We automate routine tasks such as account opening, data aggregation, and report generation so advisors can focus more on client interaction and strategic planning.
  2. Data integration: Our platform offers comprehensive data integration capabilities, allowing advisors to have a 360-degree view of client information and financial data in one place. This eliminates the need to switch between multiple systems or manually compile data, making it easier and faster for advisors to make informed decisions, personalize their recommendations, and identify opportunities for their clients.
  3. Compliance management: Skience also simplifies the compliance process for advisors by providing tools and features that help ensure regulatory requirements are met. This includes monitoring transactions for potential compliance issues, automating compliance workflows, and maintaining detailed audit trails.
  4. Client relationship management (CRM): The Skience platform often includes or integrates with CRM systems tailored for the financial industry, enabling advisors to manage client interactions more effectively. This includes tracking client communications, setting reminders for follow-ups, and managing client portfolios. We believe that improved client management capabilities lead to better client satisfaction and retention.
  5. Analytics and reporting: Skience offers robust analytics and reporting tools that allow advisors to gain insights into client portfolios, market trends, and business performance. With access to real-time data and customizable reports, advisors can make data-driven decisions and provide clients with detailed, understandable reports.

There are a lot of fintech options out there for advisors, but many of them only address a single aspect of their business or offer a solution that ends up causing more issues. The Skience platform was created with financial advisors in mind, offering technology that makes their job easier and allows them to spend more time focusing on their clients.

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