Fiducio

Spec sheet

Product

Fiducio combines CRM, a leads pipeline, financial planning, and a secure client portal for wealth advisory firms.Read 5 Oct 2026 · getfiducio.com

Audience

The site describes Fiducio as built for registered investment advisors and advisory teams.Read 5 Oct 2026 · getfiducio.com

Privacy

The site says an individual's Financial Hub data is never visible to any firm on the platform.Read 4 Oct 2026 · getfiducio.com

Access controls

Owners and admins can see the whole firm, while relationship managers see their own book unless granted team-lead access.Read 5 Oct 2026 · getfiducio.com

Audit and reports

Portfolio reporting covers holdings and transactions and is described as compliance-ready.Read 5 Oct 2026 · getfiducio.com

Client directory

Its CRM gives each household a unified view of contacts, touchpoints, documents, and relationship history.Read 5 Oct 2026 · getfiducio.com

Client portal

Clients can use a branded portal to see their net worth, goals, and documents.Read 5 Oct 2026 · getfiducio.com

CRM

Its CRM and client directory bring household contacts, touchpoints, documents, and relationship history together.Read 4 Oct 2026 · getfiducio.com

Data visibility

The site says Financial Hub users' data is never visible to firms on the platform.Read 5 Oct 2026 · getfiducio.com

Decision log

The product records role changes, client edits, and firm-level actions in a decision log.Read 5 Oct 2026 · getfiducio.com

Financial planning

Advisors can use goal-based projections and scenario modeling with clients during meetings.Read 5 Oct 2026 · getfiducio.com

Lead tracking

A stage-based pipeline tracks prospects from first contact until they become clients.Read 4 Oct 2026 · getfiducio.com

Leads

The stage-based pipeline tracks prospects from first contact through promotion to client.Read 5 Oct 2026 · getfiducio.com

Onboarding

The site says new advisory firms are onboarded directly by Fiducio's team.Read 5 Oct 2026 · getfiducio.com

Personal product

Financial Hub is offered free to individuals for tracking assets, liabilities, and net worth, planning goals, and viewing a portfolio.Read 5 Oct 2026 · getfiducio.com

Portfolio reporting

Portfolio audit and reporting cover holdings and transactions, with reports described as compliance-ready and tied to client portfolios.Read 4 Oct 2026 · getfiducio.com

Where Specifiction places it

• Financial Advisor Software#29 of 316.9