Fiducian aims to lead end-to-end services
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.
AUTHOR
Hope William-Smith
Recommended for you
Several financial advisers have been shortlisted in the ninth annual Women in Finance Awards 2025, to be held on 14 November.
Digital advice tools are on the rise, but licensees will need to ensure they still meet adviser obligations or potentially risk a class action if clients lose money from a rogue algorithm.
Shaw and Partners has merged with Sydney wealth manager Kennedy Partners Wealth, while Ord Minnett has hired a private wealth adviser from Morgan Stanley.
Australian investors are more confident than their APAC peers in reaching their financial goals and are targeting annual gains of more than 10 per cent, according to Fidelity International.
