Skience Launches Advisor Transitions Solution
New Technology Solution Digitizes and Simplifies Gathering of Client Data, Accelerates Opening of New Accounts and Transitioning of Client Assets
Skience Solution Enables Faster Transition of New Advisors and Client Assets than Manual Process
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HERNDON, Va., March 11, 2021 /PRNewswire/ Skience, a leading digital enablement solution and consulting provider, today announced the launch of its Advisor Transitions Solution, a new tool that streamlines, digitizes and simplifies the process by which advisors changing wealth management firms can transfer client assets to a new platform.
Skience President and Chief Operating Officer Marc Butler said, Transitions today have significant potential legal and compliance risks, poor advisor and investor experiences and error-prone manual data entry processes, resulting in delays in the migration of advisors and their clients. Skience s Advis