SkienceONE delivers a turnkey, modern wealth management experience to RIA firms of all sizes
Skience, a leading financial services solution and consulting provider, has partnered with Incedo Inc., a leading digital transformation consulting and technology solutions firm for the wealth management industry, to make its all-in-one, cloud-based wealth management platform – SkienceONE – available to the wide swath of registered investment advisors (RIAs), increasing their deployment scalability and providing them and their clients with a superior experience.
“Our goal since we started 20 years ago has been to provide the best thinking, technologies and client service experience possible and we’re confident our partnership with Incedo will result in exactly that.”
Approximately half of wealth managers find that supplying their clients with a sophisticated, digital experience is challenging. SkienceONE offers a customized app that streamlines and automates time-consuming, error-prone business processes. It features out-of-the-box integrations with leading custodians and technology providers, including Envestnet, MoneyGuidePro and Morningstar, among others. Advisors also are granted access to Skience’s Advisor Transitions tool, including its award-winning client onboarding and new account opening solution, its client portal, and Skience Safe, a Securities and Exchange Commission 17a-4 compliant repository.
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“RIAs are starved for an easily accessible platform that provides a great client experience, and that’s what we’ve built in SkienceONE. With our partners at Incedo, together we can amplify the availability of our approach in order to help more firms deliver on their promises to the clients and families they serve,” said Skience Chief Executive Officer Sanjeev Kumar. “Our goal since we started 20 years ago has been to provide the best thinking, technologies and client service experience possible and we’re confident our partnership with Incedo will result in exactly that.”
As Skience’s first implementation partner, Incedo brings its expertise in empowering technology services – from strategy to execution – and enables the SkienceONE platform to broaden its reach within the wealth management industry.
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“At Incedo, we operate at the intersection of business and technology, solving the most difficult business problems to create opportunities for advisors to better serve their clients. The Skience platform is an industry leading solution and we are thrilled to be working with them,” said Incedo Chief Executive Officer Nitin Seth. “The partnership between Skience and Incedo will enable more RIAs the opportunity to reap the benefits of the SkienceONE solution with an improved experience and increased efficiency in serving clients and families.”
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