The ONE solution that the wealth management industry needs. A modern and intuitive wealth management experience for advisors, allowing them to strengthen client loyalty through deeper engagement, deliver a higher standard of service, and promote continued business growth.

THE
PROBLEM?

Wealth management firms need a unified platform to manage their client relationships, ensure their data integrates with leading WealthTech solutions, and provide a seamless and collaborative digital experience for both their advisors and their clients — all while enabling compliance oversight.

A Modern Digital Ecosystem

SkienceONE features out-of-the-box integrations with leading custodians and technology providers — this empowers broker-dealers and RIAs to configure the platform to meet their needs. The solution merges process and technology to increase productivity and deliver a superior client experience. The foundation is built on data consolidation, onboarding, and relationship management.

SkienceONE

Next-Gen Platform

The SkienceONE platform provides the right combination of off-the-shelf and configurable components to create the digital experience that enables advisors to be competitive and relevant with all generations of investors.

Collaborative Client Experience

With SkienceONE, firms can offer a digital onboarding that boosts productivity by enabling advisors to open accounts faster, easily collaborate with their clients, and provide an overall delightful digital experience for new clients.

A Win-Win for Advisors and Clients

Wealth management firms need to leverage technology to drive scale within their practices, serve clients more effectively, and remain competitive. SkienceONE delivers significant operational efficiencies while providing a digital experience that clients want.