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Fintech Integration Marketplace / Wealth Management / Broker-Dealer Platforms

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Skience

The Skience platform is built on fifteen years of experience and problem-solving within the broker-dealer community; our enterprise clients benefit from practical knowledge, proven solutions, and a thorough understanding of the wealth management industry’s compliance structure and regulatory landscape. Skience provides a holistic advisor experience within an easy-to-use CRM environment that is enhanced by access to best-of-breed wealth technology solutions and partnerships with leading wealth management organizations.

Website

https://www.skience.com/

Contacts

info@skience.com

https://www.facebook.com/Skience/

https://www.linkedin.com/company/skience/

https://twitter.com/Skience

Skience
  • Digital Onboarding
  • Account Servicing & Updates
  • Client Portal
  • Compliance Audit Trails
  • Integration with Leading Technology Tools
  • Aggregated Client Financial Data
Skience

Companies that integrate with Skience

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Black Diamond
Black Diamond | Advent | SS&C
The Black Diamond Platform is an award-winning portfolio management system and client reporting solution for financial advisors and wealth managers.
#Portfolio Management #Billing #Rebalancing #Portfolio Reporting #Tax Planning
Practifi
Practifi
Practifi is the new benchmark for CRM-based systems in financial advice.
#CRM #Analytics #Broker-Dealer Platforms #Marketing

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Skience

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