Fiducio

C tier on Financial Advisor SoftwareScore 6.1 · #14 of 31

getfiducio.com

Summary

Fiducio is ranked #14 of 31 in financial advisor software on Everything Xiaomi. It runs on Web.

Product: Fiducio describes itself as an operating system for wealth advisory firms, combining CRM, lead tracking, financial planning, and a client portal.getfiducio.com · 4 Oct 2026
Audience: The site says Fiducio is built for RIAs and advisory teams.getfiducio.com · 4 Oct 2026
CRM: Its CRM and client directory bring household contacts, touchpoints, documents, and relationship history together.getfiducio.com · 4 Oct 2026
Lead tracking: A stage-based pipeline tracks prospects from first contact until they become clients.getfiducio.com · 4 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 · 4 Oct 2026
Access controls: Owners and admins can see the whole firm, while relationship managers see their own book unless granted team-lead access.getfiducio.com · 4 Oct 2026
Decision log: The site says role changes, client edits, and firm-level actions are recorded in a built-in decision log.getfiducio.com · 4 Oct 2026
Personal product: Financial Hub is offered free for individuals to track assets, liabilities, and net worth, plan goals, and view a portfolio.getfiducio.com · 4 Oct 2026
Privacy: The site says an individual's Financial Hub data is never visible to any firm on the platform.getfiducio.com · 4 Oct 2026
Onboarding: New advisory firms are onboarded directly by the Fiducio team.getfiducio.com · 4 Oct 2026

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