Skience

Skience, a Salesforce partner, offers digital onboarding using a workflow engine integrated with the Envestnet Proposal Generation, continuing through to account opening with multiple providers in a paperless process. Client creation and maintenance are also supported. To facilitate the account opening process, there is an SSO at the end of a proposal back to Skience.  Skience imports the proposal documents and offers the ability to promote the proposal to IGO.

Additional Skience integrations are forthcoming, including with MoneyGuide where the flow runs from the client record in Skience to a MoneyGuide plan, then to generating a proposal (whether Next Generation or legacy), and back to Skience for the account opening flow.