SkienceSkience is a wealth management technology and consulting firm specializing in digital transformation for financial services companies, including broker-dealers, RIAs, banks, insurance, asset management, and mortgage firms. The company provides an enterprise-class digital platform and expert consulting services focused on Salesforce ecosystem implementations, workflow automation, compliance, and integration with leading custodians and technology providers.
Vendor
Skience
Company Website
SkienceCloud-based, modular wealth management platform for RIAs and broker-dealers, streamlining onboarding, servicing, compliance, and integrations.
Skience SafeSEC 17a-4 compliant, cloud-based document repository for financial services, automating retention, indexing, and secure sharing within Skience/Salesforce.
SkienceONECloud-based, all-in-one wealth management platform for RIAs and broker-dealers, streamlining onboarding, account servicing, compliance, and integrations.