To celebrate 20 years in business, Skience, the advisor technology consultancy and tech provider, announced Tuesday it had added a Securities and Exchange Commission 17a-4 compliant repository for documents to its platform. The firm also announced an impending integration with the popular advisor CRM technology provider Redtail Technology.
The SEC-compliant repository is called Skience Safe, and with it firms can set the length of time documents will be stored for as well as take advantage of built-in events-based retention logic. And documents originating from DocuSign and Envestnet are automatically uploaded and indexed.
Skience has also made enhancements to its Advisor Transitions feature, first announced in March, which includes enabling greater collaboration between advisors and their clients through a secure site for gathering missing information required to open financial accounts.
While no timeline was provided, Redtail will be the latest CRM integration for Skience. That integration will enable the movement of contact and family information from Redtail to Skience to better facilitate the digital onboarding of new clients.
Skience launched a stand-alone wealth management operating platform, SkienceONE, in May and was the 2020 WealthManagement.com Industry Awards winner for its client onboarding and new account opening technology.