---
title: Skience Platform Reviews
meta_title: 'Skience Platform Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Skience Platform works for a business like yours.
date_modified: '2026-03-17'
parent_category:
  name: Financial Services
  url: https://www.g2.com/categories/financial-services
---


# Skience Platform Reviews
**Vendor:** Skience  
**Category:** [Digital Customer Onboarding Software](https://www.g2.com/categories/digital-customer-onboarding)
## About Skience Platform
Skience powered by The Athene Group, is an industry-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 a great client experience. Skience offers deep integrations with the industry’s leading custodians and technology firms, providing advisors with a fully integrated workspace.






- [View Skience Platform pricing details and edition comparison](https://www.g2.com/products/skience-platform/reviews?section=pricing&secure%5Bexpires_at%5D=2026-08-16+09%3A26%3A56+-0500&secure%5Bsession_id%5D=fde83c55-bd28-44c4-9dc6-57294c9213cf&secure%5Btoken%5D=1b98bd2cc93041142b66bad0e1ad84aa6f8131be00fb4680f8103c929d3269c2&format=llm_user)

## Skience Platform Features
**Process Automation**
- Onboarding Flow Management
- E-Signature
- Data Capture
- Auto-Capture

**Content**
- Automation
- Marketing Automation

**Identity Verification**
- ID Scanning
- KYC
- Credit Check

**Agentic AI -  Digital Customer Onboarding**
- Decision Making

**Platform Additional Functionality**
- Pre-Built Connectors
- Dashboard
- Cloud
- Mobility
- Messaging
- Activity Dashboard

**Platform Reporting and Analytics**
- Reporting
- Forecasting

**Customer Support**
- Case Management
- Customer Support Portal
- Knowledge Base
- Support Analytics
- Calendar Management
- Template Management
- Client Management
- Workflow Management
- Territory Management
- Financial Management
- Document Management

**Marketing Automation**
- Campaign Management
- Lead Management
- Marketing Analytics
- Email Management
- Email Marketing

**Sales Force Automation**
- Pipeline Management
- Task Management
- Product and Price List Management
- Quote and Order Management
- Contract Management
- Contact Management

**Agentic AI - Financial Services CRM**
- Decision Making

**Additional Functionality**
- Search/Filter
- Activity Tracking
- Expense Tracking
- CRM
- Mobile Access
- AI Copilot
- Calendar Sync
- Third-Party Integrations
- Data Import/Export
- Customizable Reports
- Customizable Fields
- Lead Capture
- Relationship Tracking
- Collaboration Tools
- Alerts/Notifications
- Email Templates
- Generative AI
- Customer Database
- Task Scheduling
- Reporting & Statistics
- API
- Team Assignments
- Drag & Drop
- Access Controls/Permissions
- For Financial Institutions
- Interaction Tracking
- Sales Reports

## Top Skience Platform Alternatives
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