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Insigneo And Skience Partner to Build the Firm’s Fully Integrated Wealth Management Platform

Insigneo And Skience Partner to Build the Firm’s Fully Integrated Wealth Management Platform

Leading independent broker-dealer and RIA Insigneo has entered into a contractual partnership with technology pioneer Skience to build a state-of-the-art platform that combines the most advanced end-client connectivity with a customized workstation designed for advisors with global practices. The working partnership has a goal of rolling out a solution that increases automation, enhances integration and incorporates artificial intelligence into the world of financial management services, bringing the firm further into the digital era and positioning it as the first tech-enabled independent firm for global clients.

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“A new day is dawning for our firm now that we are partnering with Skience to build this industry-leading wealth management platform”

Skience, based in Herndon, Virginia, is a leader in delivering cloud-based strategies that transform businesses with expertise in financial services, making for a strong, natural provider for Insigneo. In addition to the new partnership, Skience founder and CEO, Sanjeev Kumar, will become a standing member of Insigneo’s Innovation Committee which is chaired by John Diamantis, a board member of Insigneo. Alongside John, the committee encompasses senior leadership of the firm along with board members, Marlon Young and Darcie Burke. This power squad of industry leaders ensures Insigneo and its independent advisors stay ahead of trends and remain relevant, as it works on new ways to streamline processes and bring innovative and advanced digital solutions to the investment world.

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“A new day is dawning for our firm now that we are partnering with Skience to build this industry-leading wealth management platform,” said Javier Rivero, COO of Insigneo. “We are confident that this digital transformation, along with Sanjeev’s integration to our Innovation Committee, will propel even more the flexibility and reach that we offer to our advisors, vastly enhancing their clients’ experiences.”

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