Flexibility and Security
Skience Safe’s built-in record retention requirements, firms can define retention period or leverage Events Based Retention if their firm utilizes Skience Data Consolidation.
Automatic uploading
Automatic uploading and indexing Salesforce notes and attachments.
Store documents
The ability to store documents originating outside of Salesforce/Skience in a firm defined folder structure.
Private folders for Skience Safe users for storage of mutable documents.
Logical navigation
Logical navigation between Financial Accounts, Salesforce Accounts/Contacts, and Salesforce Households.
Sharing of documents
Time-based sharing of documents between Skience Safe Users.
Automatic uploading
Automatic uploading and indexing of financial account documents from DocuSign and household documents from Envestnet.