Skience 13.0

The Unified Wealth Management Operating System for Firms, Advisors, and Investors in a Remote World

The latest release of the Skience Wealth Management Platform. Skience 13.0 offers modular digital solutions featuring advanced customization capabilities that meet the dynamic needs of the wealth management industry in a remote work environment. Skience unifies the tools your team needs within your CRM, and enables the delivery of a sophisticated digital experience for all users.

Highlights:

Regulation Best Interest (Reg BI)

Comply with the documentation and recurring delivery of mandatory Client Relationship Summary forms using automated digital workflows.

Financial Account Record Configuration

Manage and display all available data for financial account records from custodians, clearing firms, and annuity providers within the Skience platform.

Greater Platform Control and Flexibility

Adjust page layouts at any time to fit your business needs and provide a customized user experience. Add new fields from data feeds, manage the visibility of fields to display only the most important data within the platform, and create custom validation rules.

API-Based Account Maintenance Updates

Update address, email, and phone numbers for financial accounts at select clearing firms within the platform. These changes automatically populate forms and send them to clients for electronic signature.

Configurable Automated Review Process Submissions

Leverage API-Based Updates to submit new information to a review process automatically — and, when approved, submit straight through to the appropriate provider.

Suitability Testing Enhancements

Utilize pre-built suitability tests for all leading custodial and clearing firms for even faster implementation and easier customization.

Editable Electronic Forms

Enable investors to add or edit information within form fields as they review the new account opening documents during the e-signature process. This enables investors to transmit minor information update to the advisor without disrupting new account opening workflow for a more streamlined, paperless client experience.