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Wealth Utilities

Skience

Skience: Powering wealth management with integrated technology.

"Skience is a cloud-based platform designed to streamline operations and enhance client engagement for wealth management firms. It provides a unified solution for CRM, compliance, and business process automation, enabling advisors to improve efficiency and deliver a superior client experience. Skience helps firms manage client data, automate workflows, and ensure regulatory adherence."

Launch Product Page
Consensus Grade
B
82/100 Confidence
Institutional Verified
Market Position
Ranked #155 in Wealth Utilities
Validated Adoption
49 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Client relationship management (CRM)
Compliance workflow automation
Integrated reporting dashboards
Data aggregation and analytics
Client onboarding and servicing

Primary Use Cases

Client relationship management
Compliance tracking and reporting
Streamlining operational workflows

Agentic Intelligence Briefing

"Skience is a unified platform that empowers wealth management firms with integrated CRM, compliance, and reporting tools to drive efficiency and growth."

Real-time Forensic Synthesis

Competitive Strengths

Comprehensive CRM capabilities
Workflow automation for compliance
Integration with other financial planning tools

Adoption Hazards

Potentially complex implementation
Pricing can be a barrier for smaller firms
May require dedicated IT support

Stack Compatibility Profile

How Skience integrates into institutional RIA stacks.

49 Firms Analyzed
Riskalyze Online
63%
Stack Correlation
Nitrogen Wealth
61%
Stack Correlation
Elements Financial Planning
51%
Stack Correlation
ROL
45%
Stack Correlation
NDEX
43%
Stack Correlation
Bloomberg Tax (BNA)
37%
Stack Correlation

Product Dossier

Target Market
RIA
Target Audience
Mid-to-large sized RIAs and wealth management enterprises
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1Salesforce Financial Services Cloud
2Redtail CRM
3Junxure

Value Proposition

"Skience helps RIAs streamline operations, enhance client relationships, and maintain compliance through its robust platform."

Audit Your RIA Stack

See how Skience fits into your overall tech efficiency score.

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