Skience

About

The Skience platform is built on fifteen years of experience and problem-solving within the broker-dealer community; our enterprise clients benefit from practical knowledge, proven solutions, and a thorough understanding of the wealth management industry’s compliance structure and regulatory landscape. Skience provides a holistic advisor experience within an easy-to-use CRM environment that is enhanced by access to best-of-breed wealth technology solutions and partnerships with leading wealth management organizations.

Contacts

Products / Services

  • Digital Onboarding
  • Account Servicing & Updates
  • Client Portal
  • Compliance Audit Trails
  • Integration with Leading Technology Tools
  • Aggregated Client Financial Data

Companies that integrate with 401GO

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Integrations

Integrations: 42
Partnership: 0
The Black Diamond Platform is an award-winning portfolio management system and client reporting solution for financial advisors and wealth managers....
Integrations: 43
Partnership: 0
Powered by Salesforce Lightning, Practifi's industry specific business management platform provides the ecosystem and end-to-end support wealth management firms need...

Partnership

Interested in partnerships with:

No partnership categories yet. Open to forming a new partnership? Contact api@insart.com and we’ll help you facilitate integrations that will grow your business.

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