Insigneo & Skience partner to develop new wealth management platform

Source: IBS Intelligence 2020-07-16

Insigneo, a leading independent broker-dealer and RIA announced that the company has entered into a contractual partnership with technology provider Skience, to build a state-of-the-art platform that combines advanced end-client connectivity with a customised workstation designed for advisors with global practices.

The collaboration aims to roll out a solution that increases automation, enhances integration and incorporates artificial intelligence into financial management services, advancing the firm further into the digital era and positioning it as tech-enabled independent firm for global clients.

Insigneo, with a focus on evolving client challenges, is continuously searching for innovative ways to bring products and solutions to its network of independent financial advisors. The collaboration with Skience is expected to add strategic support to this, with both companies working together to launch a novel workstation that will reduce inherent office-bound inefficiencies and maintenance costs by creating a single platform for Insigneo’s advisors to deliver customized client experience.

“A new day is dawning for our firm now that we are partnering with Skience to build this industry-leading wealth management platform. We are confident that this digital transformation, along with Sanjeev’s integration to our Innovation Committee, will propel even more the flexibility and reach that we offer to our advisors, vastly enhancing their clients’ experiences,” said Javier Rivero, COO of Insigneo.

The platforms functional scope will include access to account opening and maintenance capabilities with custodians such as Pershing and Charles Schwab, to name a few. The launch offers added convenience and value through a Single Sign-On, accessing a variety of financial information services, including account aggregation, proposal generation, financial planning, and more, for enhanced productivity through a seamless, integrated process. Key indicators and dashboards are also integrated into the platform to measure the firm’s performance while improving accountability and enhancing flexibility.

The platform will leverage technologies including Salesforce and DocuSign to ensure that the processes involve the advanced digital capabilities, enhancing the speed of transactions and heightening monitoring while improving the experience for its community of independent financial advisors.

In addition to the new partnership, Sanjeev Kumar will become a standing member of Insigneo’s Innovation Committee which is chaired by John Diamantis, a board member of Insigneo.

Recently, Riskalyze appointed Brian McLaughlin to its Board of Directors.

Established since 2001, Skience powered by The Athene Group is a leading digital transformation platform for broker-dealers and RIAs that provides wealth managers with an efficient way to unify their technology, increase back-office and advisor productivity, and deliver enhanced client experience.

Insigneo

Skience

Insigneo & Skience partner to develop new wealth management platform

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