michael.pendergrass
Acronym
Skience
Product ID
Skience
Description

Integrated wealth management platform that offers solutions.

Images
Image
Skience1
Details
  • Skience offers digital client onboarding and multiple new account opening for households
  • Customizable guided workflows with forms prefill save time and eliminate errors and NIGOs
  • Daily posting of Charles Schwab account data for use in advisor's CRM.
Features

Integrated wealth management platform that offers solutions for:

  • Client onboarding/new account opening
  • Compliance activities
  • Daily data aggregation
Vendors
Skience
Schwab Products
SIT Provider
Section
CRM
Data Aggregator
Solution
API Integration
Daily Data Files
Single Sign On
Ad Hoc Tags
DoubleClick Tags

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