SkienceONE is a cloud-based, all-in-one wealth management platform designed for registered investment advisors (RIAs) and broker-dealers of all sizes. The platform centralizes critical functions such as digital client onboarding, new account opening, data aggregation, account servicing, document management, trade surveillance, and advisor transitions. SkienceONE is built to unify disparate data and systems, providing a single source of truth for advisor-client relationships and enabling a modern, digitally integrated experience. The platform features out-of-the-box integrations with leading custodians and fintech providers, robust compliance tools, and a secure document repository. SkienceONE is configurable to fit various business models and can be deployed with minimal internal IT support, making it suitable for firms seeking to modernize operations, improve efficiency, and enhance both advisor and client experiences.

Key Features

Digital Client Onboarding & New Account Opening Streamlines the process for bringing on new clients and opening accounts.

• Automated workflows reduce manual entry and errors
• Significant reduction in not-in-good-order (NIGO) rates

Data Aggregation & Bi-Directional Integrations Unifies data from multiple sources and systems.

• Integrates with leading custodians and fintech providers
• Enables seamless data flow between CRM and other platforms

Account Servicing & Updates Centralizes account management and servicing tasks.

• Real-time updates and servicing capabilities
• Reduces rekeying and manual processes

Document Management & Secure Repository Provides secure storage and management of client documents.

• SEC 17a-4 compliant document retention (Skience Safe)
• Built-in retention logic and event-based controls

Trade Surveillance & Compliance Tools Monitors and manages compliance requirements.

• Trade surveillance modules for regulatory oversight
• Automated compliance workflows

Advisor Transitions Facilitates smooth onboarding and transitions for advisors.

• Reduces transition time and complexity

Client Portal Offers a modern, digital experience for clients.

• Secure access to account information and documents

## Benefits

Operational Efficiency Automates and streamlines key wealth management processes.

• Reduces manual work and errors
• Accelerates onboarding and account servicing

Enhanced Client and Advisor Experience Delivers a modern, digital-first experience for all users.

• Improves satisfaction and retention
• Provides a unified, intuitive interface

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

• Configurable modules and integrations
• Minimal IT resources required for deployment

Regulatory Compliance Supports industry compliance and secure data management.

• SEC-compliant document storage and audit trails
• Automated compliance monitoring