Three tiers allow firms to select what they need without paying for what they don’t
HERNDON, Va.–(BUSINESS WIRE)–#AdvisorTransitions—Skience, a leading financial services solution and consulting provider, today announced the launch of three new technology platform bundles to enable wealth management firms at every stage of growth to select the Skience tools and features they need to provide the best experience to their advisors and clients.
The bundles — Edge, Elite, and Elite Plus — can all be implemented quicker and at a lower cost than traditional custom configurations. All three tiers include robust and comprehensive client relationship management (CRM) functionality; multi-point digital new account opening and maintenance; client risk profiling and compliance audit functionality; enterprise-level data management and bidirectional integrations with custodians, clearing firms, financial planning, and advisory technology solutions.
“In our 20 years as a strategic wealthtech advisor, we’ve seen smaller firms struggle to get access to the robust, sophisticated technology they need to best serve their clients and scale their businesses,” said Marc Butler, Skience President and Chief Operating Officer. “We created these three bundle tiers so that firms, regardless of where they are on their growth journey, can select the best toolset for their unique needs, giving them a greater breadth of options to achieve better outcomes for clients.”
The Elite bundle is differentiated from Edge by additional custom forms mapping and data consolidation and reconciliation feeds, while Elite Plus includes new advisor transitions and digital document storage tools. “A recent study found that half of wealth managers think their firm is having a hard time providing a sophisticated digital experience,” noted Chris Zuczek, Skience Chief Product Officer. “Our industry has long struggled in areas like digital account opening, indicated by Forbes as a top area for investment this year, and we can now provide any firm with the technological boost needed to improve the client experience and conquer this challenge.”
All of these bundles are available today along with additional features including Skience Surveillance and the Client Portal. For firms that need more flexibility with higher customizations and deeper integrations built into a unified platform, Skience offers an enterprise option to create a tailor-made digital wealth management solution.
Now clients can choose the product bundle they need as a growing company and know that Skience’s products can scale as their business and teams grow.
For more information about the Skience bundles, go to https://skience.com/skience-platform/#skience-product-bundles.
Skience delivers innovative digital strategies and solutions that transform businesses. The firm won the 2022 Wealth Management Industry Award for its CRM solutions. Skience offers consulting services and an award-winning integrated platform that provides wealth management firms and RIAs with an efficient way to unify their technology, increase back-office and advisor productivity, and set the stage for a great client experience. The Skience platform features a streamlined, end-to-end client onboarding and new account opening experience, deep integrations with leading custodial and clearing firms, compliance features, and daily data consolidation. Skience received a Technology Provider award from WealthManagement.com in 2020 for best Client Onboarding solution and in 2022 was recognized for its CRM Solutions. Skience also received the 2020 American Business Awards® Silver Stevie® award for fintech solutions and was a Northern Virginia Technology Council Tech 100 honoree in 2019 and 2020.
Visit Skience.com to learn more.