THE
PROBLEM?
In a remote environment, it can be challenging for firms and advisors to navigate all of the requirements and regulations surrounding transitions and have time to focus on maintaining and strengthening their client relationships.
In addition, many solution providers that provide transition services fall short in streamlining the process for their advisors from transition to new account opening — relying on limited technology support and managed services to transition an advisor’s clientele.
Digital Advisor Transition Experience
Skience technology offers financial institutions an integrated hub that connects to all the tools you’ll need. The Skience platform is designed to optimize a wealth manager’s workday through an end-to-end guided workflow solution that enables a rich flow of data between the CRM, managed account platforms, and clearing and custody providers. You can save time and speed adoption with guided workflows that deliver a consistent user experience across leading custodian and clearing firms (Fidelity, Pershing, Schwab, and TD Ameritrade) and product providers — ensuring advisors are working within a compliant framework and along a familiar path.
Accuracy
Account statements can be uploaded directly into the system, reducing time spent rekeying and eliminating errors.
Faster AUM
Accommodating either forms-based or straight-through processing workflows, depending on the needs of the firm, Skience offers a completely digital experience for account creation, resulting in the faster acquisition of assets by the receiving firm.
Contact us to learn more!
Get in touch! And see Skience’s proven experience in transforming the wealth management experience.