We can tailor our dealer software to the needs of your business, enabling differentiated, scalable and cost effective advice for your clients. Our flexible integrated planner technology and experienced service team can help future-proof your business and power you through times of change and growth.
Fiducian offers dealer software solutions to support the following core activities for financial planners. FORCe is a leading edge integrated dealer and financial planning software platform providing financial planning businesses with a core CRM solution with fully integrated modelling and reporting tools.
Our software supports the provision of cost effective, scalable advice, enabling you to add value and maximise client opportunities.
You’ll be able to deliver and manage all your advice propositions in one place, meaning you can provide advice and respond quickly wherever you are. Everything from fact finding to execution is faster and more efficient.
You can illustrate the benefits of your advice visually and get your recommendations into effect faster and more efficiently.
Today’s clients expect engaging digital and face-to-face elements. FORCe lets you deliver scaled, multi-channel advice across all your channels for an exceptional client experience.
Knowing your clients and delivering great service that consistently meets their expectations is easier when you have a single shared view of your client information and activities.
Complete CRM functionality with a single software system gives you a better understanding of your clients and helps you identify more advice opportunities.
A full range of client engagement tools enable you to deliver an integrated, multi-channel service that’s not only fast and efficient, but available on-demand and in real-time from any device.
Whether your clients’ portfolios are simple or sophisticated, managing them is easier and more efficient when you can do it all in one place.
The portfolio management functionality within our software solutions gives you everything you need to manage your clients’ portfolios effortlessly. With real-time data both you and your clients can access, you’re always up to date while the impressive visual modelling tools ensure you’re always adding value by delivering the best outcomes for your clients.
With smart practice management functionality and tools, you can effectively manage every aspect of your advice firm.
A fully integrated and flexible solution supports your client engagement, workflow, staff, revenue management and reporting, and regulatory compliance, while automating tasks to save you time and money.