Skience has Quik imbedded in their produ

Skience

Partners with Quik!
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An integrated digital platform for firms & advisors

Skience is an integrated wealth management platform built on Salesforce that offers a streamlined, end-to-end client onboarding and new account opening experience, compliance features (including a solution for Regulation Best Interest), and daily data aggregation from more than 200 sources.

 

At the heart of Skience’s new account opening and account maintenance workflows, Quik! offers a comprehensive set of electronic forms from hundreds of product providers and custodians, as well as support for an advisor’s custom forms—all of which are pre-fillable from Skience and may be printed or sent to a client for digital signature. With Skience, firms can access the full Quik! Forms App experience at the click of a button.

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Powered by deep integrations with leading financial planning technology tools and all major clearing and custody platforms, Skience acts as a firm’s technology hub, uniting disparate technology systems within a CRM framework that improves efficiency for investors, advisors, back office staff, and firm leadership.
Skience enables advisors to open multiple new accounts at once, and applications that require a client signature can be compiled and delivered to the investor in a single electronic signature experience—reducing a tedious and time-consuming process to a matter of minutes and delivering an improved client experience
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Benefits To You

  • All-in-one convenience. Within a guided workflow, forms are seamlessly pre-populated with all the required information without ever leaving the Skience platform.

  • Robust forms library. Quik’s vast volume of standard field definitions and forms library means more data fields are recognized and supported.

  • Access to the forms you use more frequently. Stay organized and work more efficiently with customized form bundles.

  • Advanced integration. Standard custodian and custom forms can be mapped directly to the Skience platform, where they are digitally completed and then sent to the client for e-signature.

  • Sign and send Quik! forms with e-signature are supported by DocuSign.