Skience + Salesforce for RIAs:
Digital Wealth in a Box

Skience has partnered with Salesforce on a packaged offering for RIAs that includes select integrations.

Skience is a comprehensive digital wealth management platform that provides advisors with an efficient way to unify their technology, increase productivity and back-office efficiency, and set the stage for a great client experience. Skience allows the CRM to act as the advisor’s technology hub, with a client’s personal data and financial account information accessible whenever an advisor logs in.

With Skience, an advisor can onboard new clients, automatically feed data to their preferred financial planning tools, open new accounts, and deliver a single signing experience to their clients, all from their Salesforce workstation.

A Turnkey Approach to Supercharge Your RIA Business

Our packaged digital wealth management solution is tailor-made for emerging advisory firms that want to leverage the power of Salesforce Financial Services Cloud along with the efficient functionality and robust financial planning and custodial integrations that Skience provides. With implementation performed by approved third-party System Integrators (SI), advisors can get up and running quickly, with minimal disruption to their practice. The Digital Wealth in a Box offering is defined as follows.

Financial Services Cloud
Core CRM
  • B2C and B2B data model
  • Referral management
  • Accounts
  • Contacts
  • Financial accounts
  • Leads
  • Opportunities
  • Cases
Skience
Integrations and Data Aggregation
  • Household level new multi-account opening with one custodian
  • Data aggregation from one custodian (Fidelity Clearing & Custody Solutions, Pershing LLC, Schwab Advisor Services, TD Ameritrade Institutional)
  • Integration with Envestnet | MoneyGuide
  • Skience dashboard
Approved SI
Implementation and Adoption
  • FSC implementation
  • Data migration of accounts/ households and contacts/person accounts
  • User setup
  • Householding setup
  • Outlook integration
  • Skience implementation
  • User training

Contact Us

If you are interested in the Digital Wealth in a Box program designed specifically for independent advisors, please complete the following form so we can learn more about your business.

    Personal Information

    Company Information
    Address

    Company Details

    What firm do you custody with? (Select all that apply) *

    Fidelity Clearing & Custody Solutions®Schwab Advisor SolutionsTD Ameritrade

    Do you have access to custodian data within your existing CRM?*

    YesNo

    Would you be interested in viewing custodian data within your CRM?*

    YesNo

    If you receive a custodial data feed, what type of data are you receiving? (Select all that apply)

    BalancesPositionsTransactions

    Would you describe your new account opening process as
    paper-based, digital, or a combination? *

    What financial planning tool does your firm use? *

    How did you hear about this offer? *

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