We provide you a high level of service so you can better service your clients.

Platform Features

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.

Platform Features Video

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, pending investments, applications and more.

Cash transaction listing

Drill down views of every transaction. See rollovers, contributions, dividends and other transactions in 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.