Skience
What is Skience?
Skience is a wealth management technology platform built natively on Salesforce Financial Services Cloud for broker-dealers and registered investment advisors. It focuses on digital client onboarding and new account opening across multiple custodians, daily data aggregation from over 200 sources, document management and advisor transition support, all designed to reduce Not in Good Order transactions and enforce compliant, rules-based supervision.
Compliance features include capturing SEC 17a-3 and 17a-4 recordkeeping actions and, through a partnership with Electronic Verification Systems, OFAC checks during new account opening. Skience does not publish pricing publicly; it offers a free online cost calculator and requires firms to contact sales for a custom quote. The company is headquartered in Herndon, Virginia, with an additional office in Bangalore, India.
Key Features of Skience
Here are the powerful features that make Skience stand out from the competition. Packed with innovative tools and advanced functionalities, this software offers a range of benefits.
- Digital client onboarding and new account opening across multiple custodians
- Daily data aggregation from 200+ data sources
- Built natively on Salesforce Financial Services Cloud
- Compliance automation for SEC 17a-3/17a-4 recordkeeping
- OFAC checks at account opening via Electronic Verification Systems integration
- Bi-directional integration with financial planning and managed account platforms
- Document management and e-signature workflows
- Advisor transition and book-of-business onboarding tools
Skience Pricing
Here are the pricing plans for Skience. Choose the plan that best fits your requirements and budget.
Custom
Custom
Contact sales
Skience does not publish pricing. It offers a free online cost calculator and quotes custom pricing based on firm size and modules needed.
Skience Specifications
Get a closer look at the technical specifications and system requirements for Skience. Find out if it's compatible with your operating system and other software.
- cloud based
- web app
- smes
- enterprises
- phone
- training
Skience Videos
Skience Screenshots
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Skience Comparisons
Compare Skience with other similar options available. Explore the key differences to see why it's the top choice for businesses and individuals.
Overall Skience Reviews
Here's our unbiased review of Skience. Discover how our team of experts rates its features, ease of use, customer support, and other aspects that contribute to its overall appeal.