Skience, which provides a fintech platform for the wealth management industry, said that it’s partnering with consulting firm Incedo to make its platform available to more registered investment advisers.
Skience’s customized app automates business processes and provides integrations with providers including Envestnet, MoneyGuidePro and Morningstar Inc.
With Incedo as an implementation partner, Skience will be able to reach more RIAs, according to the release.
“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,” Skience Chief Executive Sanjeev Kumar said in the release.
The Reddit trading community's formal comment letter against the proposal is drawing widespread attention across finance and tech circles.
RIA aggregator adds $4.8 billion in client assets across seven states as demand grows for alternatives to traditional succession models.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Shareholder targets FS KKR Capital's directors over alleged portfolio valuation and dividend missteps.
UBS has a history of costly litigation stemming from the sale of volatile investment products.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
