We provide you a high level of service so you can better service your clients.
Delivering leading-edge technology solutions for financial planning practices.
Flexible and modular, the Fiducian Platform delivers all the capabilities a financial adviser expects from a good quality, efficient portfolio and practice management system with a wide range of client reports.
What makes us different is our service ethic that originates from our values of integrity, trust and expertise.
We take the time to understand your business and client needs, to design a platform solution to suit your clients, advice process and practice needs.
- A diverse and quality investment menu
- Client and practice management tools
- Rebalancing/transact client portfolios
- Wide range of client portfolio reports
Find out more about the features available on the Fiducian Platform.
Quick links
On this page
Platform features
Portfolio Management
Manage your client investments using a sophisticated set of portfolio and transaction tools.
Maximise client outcome
Review portfolio performance, asset allocation or account snapshots with detailed client portfolio views.
Transact with confidence
Easily manage transactions, rebalance portfolios and auto reinvestment with straight through processing.
Online Switch
Switch your client investments seamlessly.
Managed Accounts
Efficiently manage, construct and rebalance client portfolios.
Tax Tools
Get the best client tax outcome when selling investments.
Platform features
Practice Management
Whether you and your clients are looking for superannuation, wrap accounts, investment options or managed accounts, we provide simplicity convenience and efficiency, giving you and your clients a high level of capability without the complexity.
Business reporting
Snapshot your business performance with reporting for FUM by adviser, product or client segment, fees, asset performance and pending transactions.
Alerts
Receive alerts on time-critical information so you can keep on top of the most important client activities.
Data feeds and external software integration
Data feeds to external software with the convenience of customisation to suit adviser requirements.
Notifications and tasks
Keep up to date with important client activities with tasks and notifications. View due dates, pendinginvestments, applications and more.
Cash transaction listing
Drill down views of every transaction. See rollovers, contributions, dividends and other transactionsin real-time.
Platform features
Client Tools
Give your clients the real-time access they expect with Fiducian’s online client portal. Here they can view holdings, account performance, tax statements and confirm transactions.
Client reports and reviews
Access a range of reports and charts, Run reports for funds under management, investment fact sheets, personal and transaction details, Tailor reports for individual or bulk queries.
eSignature and online applications
Make things easier for your clients, Complete applications completely online with our eSignature tool.
Online functionality for your clients
Give your clients the functionality to view their holdings, performance reports and tax statements.
Mobile access to portfolio and reports
Provide anywhere access for your clients to view their portfolio and reports.
Business solutions
Next Steps
Contact us
If you prefer, you can also contact us by email.
