Manage your client investments using a sophisticated set of portfolio and transaction tools.
Review portfolio performance, asset allocation or account snapshots with detailed client portfolio views.
Easily manage transactions, rebalance portfolios and auto reinvestment with straight through processing.
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.
Snapshot your business performance with reporting for FUM by adviser, product or client segment,fees, asset performance and pending transactions.
Receive alerts on time critical information so you can keep on top of the most importance client activities
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.
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.
Make things easier for your clients, Complete applications completely online with our eSignature tool.