Fiducian is aiming to help planners navigate compliance requirements and further simplify administrative procedures by launching a new dashboard for its financial planner software, FORCe.
Fiducian chief executive, Alan Dunne, said the new dashboard would enable planners to see important information across key areas for their client base. These would include client details such as status and platform funds under administration (FUA), as well as administration tracking and data-feed mapping.
“The latest features were designed to enhance visibility of client data,” Dunne said.
“[It] helps drive administration efficiency across compliance and client serving.”