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Skience for Salesforce

By Skience, LLC

Smart Innovation, Built for Scale.

Starting at $99   USD/user/month
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Industries
Financial Services
Business Need
Finance
Requires
Sales Cloud
Compatible With
Sales Cloud

Skience boosts Salesforce to let you work efficiently, deepen client relationships and minimize risk. Onboard clients faster, open new accounts seamlessly, and deliver a great investor experience.

  • Skience: The Future of Wealth Management is Here

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Salesforce Editions
Enterprise
Unlimited
Developer

App Details

Version
Skience/Skience 15.0 15.11.8
Listed On
06/25/2015
Latest Release
03/23/2023
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Person Accounts
Community Builder
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 125
Custom Tabs: 30
Custom Apps: 5
Lightning Components
Global: 201
App Builder: 116
Community Builder: 121
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
13.16.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
09/08/2020

Additional Details

Skience enables firms and financial advisors to: •ONBOARD NEW CLIENTS MORE EFFICIENTLY AND EFFECTIVELY with a household-level digital new account opening process (reducing activities that could take days or even weeks to a matter of minutes) •SAVE TIME AND SPEED ADOPTION WITH GUIDED WORKFLOWS that deliver a consistent user experience across leading custodian, clearing firms, and product providers. Ensure advisors work within a compliant framework, and along a familiar path, so they can work more efficiently and effectively •REDUCE NIGOs AND ERRORS through secure data integrations with popular technology tool platforms to eliminate the need to rekey information •DELIVER A PAPERLESS SIGNATURE EXPERIENCE by consolidating paperwork for multiple accounts and the firm’s agreements into one digital bundle that is sent to a client for review and e-signature via DocuSign •FOCUS ON GROWING THEIR BUSINESSES and servicing their clients by reducing time spent on resolving NIGOs and chasing down account forms

Need help?

Skience, LLC

Herndon, VA

Standard Support: Included in the subscription Email support available Monday through Friday 9:00 am to 5:00 pm eastern time Premium Support: For additional fee of $5 per user per month Email & Phone support 24 hrs X 7 days a week throughout the year

Support Phone866-754-3623
Other ResourcesEmailTerms & Conditions