Skience delivers innovative cloud-enabled strategies and solutions that transform financial services businesses, helping firms save time and money while reducing errors at every stage of their business operations. Skience’s award-winning platform and consulting services provide an efficient way to unify firms’ technology, increase back-office and advisor productivity, and set the stage for an exceptional experience for financial professionals and their clients. The Skience platform features a streamlined, end-to-end client onboarding and account-opening experience, advisor transition solutions, compliance features, advisor and client portals, and data management capabilities, along with deep integrations with leading custodial and clearing firms.

We have created an all-in-one solution for firms from onboarding clients via advisors in transition (Advisor Transitions), to subsequently opening new accounts (New Account Opening), to capturing and storing their documents in a 17a-4 compliant manner (Skience Safe) to the surveillance of the trades and transactions that are happening in the accounts (Surveillance Solution), all while giving the advisor the ability to see a holistic view of all the assets that they are monitoring (DataCaR). This platform collaboration or subsequent account opening allows an advisor to collaborate with a prospect or client (via Client Portal). Advisors can execute all workflows within their CRM, ensuring a smooth, continuous work experience.

Recognized as a leader in the industry, Skience received a 2022 and 2020 Technology Provider award from WealthManagement.com, a 2020 American Business Awards® Silver Stevie® award for fintech solutions, and was a Northern Virginia Technology Council Tech 100 honoree in 2019 and 2020.