Skience
VerifiedSalesforce-based wealth management platform for digital onboarding and advisor workflows
See all screenshots - Deployment Cloud Based
- Starting price Custom
- Free trial Not offered
- Best for SMEs, Enterprises
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
Skience lists 8 documented features, including Digital client onboarding and new account opening across multiple custodians, Daily data aggregation from 200+ data sources and Built natively on Salesforce Financial Services Cloud. The list below covers what the product does rather than how it is marketed.
- 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
Skience lists 1 plan without published figures. Pricing is quoted on request.
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
Skience is available on web app. It offers an API.
- Deployment
- Cloud Based
- Billing cycle
- Yearly
- Desktop
- Web App
- Languages
- English
- Built for
- SMEs
- Enterprises
- Support
- Phone
- Training
- Integrations
- Salesforce Financial Services Cloud, custodians and clearing firms, Electronic Verification Systems (EVS), financial planning and managed account platforms, 200+ data aggregation sources
- Public API
- Yes
- Free trial
- No
- Free plan
- No
- Runs in browser
- No
- Customisable
- Yes
- Website
- skience.com
Skience Videos
Skience Screenshots
Skience Comparisons
Side by side comparisons of Skience against 3 other Financial CRM Software options listed here.
Skience Reviews
No reviews yet
Used Skience? Share your experience and help other buyers decide.
Skience FAQs
Alternatives to Skience
Other Financial CRM Software recorded on the same fields.
