Fiducio

What Fiducio is

Fiducio is a web-based operating system for wealth advisory firms, built for RIAs and advisory teams. It combines client relationship management, lead tracking, financial planning, portfolio reporting, and a client portal. Its CRM brings each household’s contacts, interactions, documents, and relationship history into one view, while a stage-based pipeline tracks prospects from first contact to becoming clients. Advisors can use goal-based projections and scenario modeling with clients during meetings. The 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. Access depends on role: owners and admins can see the whole firm, while relationship managers see their own book unless given team-lead access. A decision log records role changes, client edits, and firm-level actions. Fiducio also offers Financial Hub free for individuals to track assets, liabilities, and net worth, plan goals, and view a portfolio. The site says individual Financial Hub data is never visible to firms on the platform. New advisory firms are onboarded directly by the Fiducio team.