- Home
- Financial Advisor Software
- Fiducio
Fiducio
What it is
Fiducio is a web-based operating system for wealth advisory firms, built for RIAs and advisory teams. It combines CRM, lead tracking, financial planning, portfolio reporting, compliance workflows, document storage, and a client portal. The CRM presents each household’s contacts, touchpoints, documents, and relationship history together, while a stage-based pipeline follows prospects from first contact to client status. Advisors can use goal-based projections and scenario modeling during meetings. A secure branded portal lets clients view net worth, goals, and documents. Portfolio audit and reporting cover holdings and transactions, with reports described as compliance-ready and tied to client portfolios. Owners and admins can see the whole firm; relationship managers see their own book unless given team-lead access. A decision log records role changes, client edits, and firm-level actions. Financial Hub is free for individuals and keeps their data hidden from firms.
For and against
For
- Unified household CRM and relationship history
- Stage-based prospect pipeline
- Goal projections and scenario modeling
- Secure branded client portal
- Role-based firm visibility and decision log
Against
- Web platform only
- Advisory firms are onboarded directly by Fiducio
- Individual Financial Hub is separate from firm visibility
- No paid pricing details listed
The verdict
Fiducio brings advisory CRM, prospect management, planning, reporting, and client access into one web product. Its role controls and decision log support firm oversight, while Financial Hub provides a separate free individual view.
Who it suits
Fiducio is aimed at RIAs and advisory teams needing combined relationship, planning, reporting, and client-access tools. Financial Hub also suits individuals tracking assets, liabilities, net worth, goals, and portfolios.
On the record
- Access controls
- Owners and admins can see the whole firm, while relationship managers see their own book unless granted team-lead access.getfiducio.com · read 5 Oct 2026
- Audience
- The site describes Fiducio as built for registered investment advisors and advisory teams.getfiducio.com · read 5 Oct 2026
- Audit and reports
- Portfolio reporting covers holdings and transactions and is described as compliance-ready.getfiducio.com · read 5 Oct 2026
- Client directory
- Its CRM gives each household a unified view of contacts, touchpoints, documents, and relationship history.getfiducio.com · read 5 Oct 2026
- Client portal
- Clients can use a branded portal to see their net worth, goals, and documents.getfiducio.com · read 5 Oct 2026
- CRM
- Its CRM and client directory bring household contacts, touchpoints, documents, and relationship history together.getfiducio.com · read 4 Oct 2026
- Data visibility
- The site says Financial Hub users' data is never visible to firms on the platform.getfiducio.com · read 5 Oct 2026
- Decision log
- The product records role changes, client edits, and firm-level actions in a decision log.getfiducio.com · read 5 Oct 2026
- Financial planning
- Advisors can use goal-based projections and scenario modeling with clients during meetings.getfiducio.com · read 5 Oct 2026
- Leads
- The stage-based pipeline tracks prospects from first contact through promotion to client.getfiducio.com · read 5 Oct 2026
- Lead tracking
- A stage-based pipeline tracks prospects from first contact until they become clients.getfiducio.com · read 4 Oct 2026
- Onboarding
- The site says new advisory firms are onboarded directly by Fiducio's team.getfiducio.com · read 5 Oct 2026
- Personal product
- Financial Hub is offered free to individuals for tracking assets, liabilities, and net worth, planning goals, and viewing a portfolio.getfiducio.com · read 5 Oct 2026
- Portfolio reporting
- Portfolio audit and reporting cover holdings and transactions, with reports described as compliance-ready and tied to client portfolios.getfiducio.com · read 4 Oct 2026
- Privacy
- The site says an individual's Financial Hub data is never visible to any firm on the platform.getfiducio.com · read 4 Oct 2026
- Product
- Fiducio combines CRM, a leads pipeline, financial planning, and a secure client portal for wealth advisory firms.getfiducio.com · read 5 Oct 2026
