fbpx

Fiducian platforms

Let’s together design a platform that suits your clients, advice process and practice needs.

Platform Features

Portfolio Management

Manage your client investments using a sophisticated set of portfolio and transaction tools.

Maximise client outcomes

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.

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 importance 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.

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 review

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.

Next Steps

Talk to a BDM

Our BDMs are experienced to discuss a platform that meets your needs.

Contact a BDM

Schedule a Demo

Organise a quick demonstration of some of the key features of our platform.

Schedule a demo

Contact us

If you prefer, you can also contact us by email.

Get in touch – tbc
FIND A FIDUCIAN FINANCIAL PLANNER NEAR YOU
Top