Fiducian Group’s online portal for clients has introduced new enhancements to its system with an aim to grow as an end-to-end financial services business with in-house IT services.
Head of platform services Luke Grbin said that the new advancements to FiducianOnline would add on to the company’s pre-existing administration platform, FASTrack, making it easier for planners to complete basic tasks.
“FiducianOnline will now work even more seamlessly with FORCe and FASTrack to deliver excellent service and financial planning to clients,” he said.
“Planners will be able to authorise for instant update to FASTrack or finalise for client signature.”
The new Fiducian features included a global view of client correspondence and an enhanced global reporting capability for planners.
Future enhancements in the works included closed accounts and investment profile changes.
