THE
PROBLEM?

Many solution providers typically have limitations on the data they make available and do not provide a turnkey way for firm users to access their data easily.

Cloud-Based Single Source of Truth

Data and analytics are key drivers of digital transformation efforts in wealth management firms. These firms increasingly need to leverage their data to generate insights and help manage their business. Modern firms need a solution that delivers a 360-degree view of a client, ensures regulatory compliance, and integrates with other fintech and downstream systems. Skience’s enhanced data solution creates a single source of truth for wealth management firms to propel digital transformation efforts and drive growth.

Skience Data Consolidation and Replication

True Enterprise Data Management
True Enterprise Data Management

True Enterprise Data Management

Skience gathers data from disparate sources to create and maintain an enterprise-level data source for wealth management firms, enabling you to elevate your strategic and operational decision-making capability.

360-Degree View and Single Access Point
360-Degree View and Single Access Point

360-Degree View and Single Access Point

The Skience data aggregation solution equips your advisors with a 360-degree view of their clients, regardless of where the assets are custodied.

Unified Experience

Unified Experience

Wealth management firms need consolidated client data integration within your CRM. The Skience data aggregation solution links to CRM records and seeds the contact and account records.

Unified Experience

Skience Data Consolidation and Replication empowers firms to provide a simple, compliant, and easy way to view a complete picture of a client’s assets.

Contextual Views of Financial Account Data

Contextual Views of Financial Account Data

Users are no longer forced to have static, common views for all financial account data. The Skience platform solves the frustration of viewing blank data fields that are not relevant to the types of accounts they are viewing.

Solving Complex Regulatory Scrutiny

Solving Complex Regulatory Scrutiny

Firms need a streamlined way to meet compliance obligations with disparate data sources. Skience delivers deep functional expertise on a T+1 basis, helping to solve compliance challenges and significantly reduce regulatory scrutiny.

Contact us to learn more!

Get in touch! And see Skience’s proven experience in digitally transforming the wealth management experience.

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