Plans and Pricing

Compare pricing of Skience vs Compare with the following detailed pricing plan info. Skience comes in 2 packages: Foundation, Strength. On the other hand, Compare has not provided information about its pricing.

Custom

$ Custom

Upto 100 Employees

Custom

$ Custom

Upto 100 Employees

Screenshot

Take a look at the below screenshots and seamlessly compare the user interface of Skience and SmartOffice (Ebix) for better insights.

Features

Compare between Skience and SmartOffice (Ebix) on their key features and functionalities to pick the right one for your business.

  • 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
  • Centralized client, policy, and account data management
  • Unified workspace for investment and insurance data
  • Compliance support with task automation
  • Client relationship tracking and personalization tools
  • Meeting preparation and opportunity identification tools
  • SmartOffice Anywhere mobile optimized access
  • Microsoft Outlook, Word, and Excel plug in integration
  • Data sharing capabilities among team members

Additional Details

Details Skience SmartOffice (Ebix)
Languages english english
Country United States United States
API Available
Run On Mobile Browser
Free Plan
Customization
Support Email, Phone, Training Email, Phone, Training, Tickets
Target Audience smes, enterprises smes, enterprises
Platforms web app web app
Subscription Plans Yearly Monthly
Deployment cloud based cloud based