Buyer Fit
Target firm types
- Wealth Management Firms
- RIAs
- Broker-dealers
Target firm size
- Enterprise
- Mid-Size
Product Description
Product Positioning
Salesforce-based wealth platform unifying client onboarding, account opening, and data across custodians.
Description
Skience provides a Salesforce-based wealth management platform that unifies digital client onboarding, account opening, and data consolidation across custodians for broker-dealers and advisory firms.
Integrations
Skience has 15 integrations in our directory
Search below to find what you're looking for
- Advisor Center Level 3
- Black Diamond Level 1
- DocuSign Level 3
- ENV2 Level 4
- Fidelity (National Financial) Level 5
- LaserApp Level 3
- MoneyGuide Level 5
- Morningstar Advisor Workstation Level 4
- Pershing Level 4
- Quik! Level 3
- Ramsey SmartVestor Level 5
- Redtail Level 5
- Salesforce Level 5
- Schwab Level 4
- Schwab Advisor Center Level 4
Use the search above to find specific integrations
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APIs and Security
Security checks
Periodic SOC certification, Periodic Penetration Testing (aka PEN tests), ISO 27001 certification
Public APIs
Yes - Our APIs allow other developers to 'GET' and 'POST' information to our application.
API authentication
OAuth, SAML 2.0, Other
Data refreshed live via API
Yes
Developer portal exists
No
Developer sandbox URL
No
