The Skience Platform is a cloud-native, modular wealth management solution designed for registered investment advisors (RIAs), broker-dealers, and financial services firms. It centralizes and automates critical business processes, including digital client onboarding, account opening, data aggregation, account servicing, compliance oversight, and advisor transitions. The platform features advanced customization, allowing firms to tailor workflows, page layouts, and data visibility to their specific needs without waiting for product releases. Skience integrates with leading custodians, clearing firms, and fintech providers, supporting bi-directional data flows and real-time updates. It includes secure document management (Skience Safe), suitability testing, and robust regulatory compliance tools. The platform is designed to improve productivity, reduce manual effort, and deliver a modern, digital experience for both advisors and clients, supporting remote and hybrid work environments.

Key Features

Modular Digital Solutions Advanced customization and modularity for dynamic business needs.

• Adjust page layouts and workflows without code or product releases
• Add custom fields, manage data visibility, and create validation rules

Digital Onboarding & Account Opening Streamlined, paperless onboarding and account management.

• Automated workflows for new account opening and client onboarding
• Editable electronic forms for clients during e-signature process

Data Aggregation & Integration Unified data from custodians, clearing firms, and fintech providers.

• Bi-directional integrations with leading industry platforms
• Real-time updates and consolidated client/account views

Compliance & Regulatory Tools Automated compliance workflows and documentation.

• Regulation Best Interest (Reg BI) support with automated delivery of disclosures
• Suitability testing for all major custodians and clearing firms

Account Servicing & Maintenance Centralized, API-based account updates and servicing.

• Update client information and submit changes for review and e-signature
• Automated review and straight-through processing to providers

Secure Document Management (Skience Safe) Compliant, centralized document repository.

• SEC 17a-4 compliant storage with time- and event-based retention

Advisor Transitions Digital tools for efficient advisor onboarding and book transitions.

• Minimizes risk and manual paperwork, accelerates transition time

Native CRM Integration Works with Redtail and other CRM systems for seamless client management

## Benefits

Operational Efficiency Automates and streamlines wealth management processes.

• Reduces manual work and errors
• Accelerates onboarding, servicing, and transitions

Enhanced User Experience Delivers a modern, digital-first experience for advisors and clients.

• Customizable interfaces and workflows
• Paperless, collaborative onboarding and servicing

Regulatory Compliance Supports industry regulations and secure data management.

• Automated Reg BI and suitability workflows
• SEC-compliant document storage and audit trails

Scalability and Flexibility Adapts to firms of all sizes and business models.

• Modular, configurable platform with rapid deployment