Fiducio vs Meridian Planning
Fiducio
getfiducio.comMeridian Planning
meridianplanning.appSide by side
| Figure | Fiducio | Meridian Planning |
|---|---|---|
| Price from | — | $49/mo |
| Free plan | — | — |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | — |
| Plans published | 0 | 4 |
| Spec score · Financial Advisor Software | 6.9 (#29) | 7.8 (#12) |
| Financial planning | Advisors can use goal-based projections and scenario modeling with clients during meetings. | The financial planning module includes goals, retirement projections, insurance gaps, and debt planning. |
| Onboarding | The site says new advisory firms are onboarded directly by Fiducio's team. | The Enterprise plan includes custom onboarding. |
| Product | Fiducio combines CRM, a leads pipeline, financial planning, and a secure client portal for wealth advisory firms. | Meridian describes itself as a practice management platform for financial advisors who also do tax. |
Plans
Meridian Planning
- Founding Member rate$49 a month
- Solo Advisor$79 a month
- Small Practice$149 a month
- Enterprise$299 a month
In their own words
Meridian Planning
Meridian Planning has no write-up on Specifiction yet; its figures are above.