Fiducio

Free plan Web

What Fiducio is

Fiducio is a web-based operating system for wealth advisory firms, aimed at RIAs and advisory teams. It combines relationship management, prospect tracking, financial planning, portfolio reporting, and a client portal. Its CRM gives each household a unified view of contacts, interactions, documents, and relationship history. A stage-based pipeline follows prospects from initial contact through becoming clients. Advisors can use goal projections and scenario modeling in client meetings; clients can use a secure, branded portal to 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 is role-based: owners and admins can view 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 Financial Hub users' data is never visible to firms on the platform. New advisory firms are onboarded directly by the Fiducio team.

Who it suits

Fiducio suits RIAs and advisory teams that want client records, prospect tracking, planning, and portfolio reporting in one web product. Its free Financial Hub also serves individuals tracking assets, liabilities, net worth, and goals.

What it does well

Household CRM combines contacts, documents, and history.
Pipeline tracks prospects through conversion to clients.
Advisors can model goals and scenarios with clients.
Role-based access distinguishes firm-wide and relationship-manager views.
Free Financial Hub is available for individuals.

What to know first

New advisory firms are onboarded directly by Fiducio's team.
Relationship managers see their own book unless granted team-lead access.

Getting started

Open the Fiducio website.
If you are an advisory firm, begin onboarding with the Fiducio team.
If you are an individual, use Financial Hub to track assets, liabilities, and net worth.
Use the client directory and lead pipeline to organize households and prospects.
Set role access for owners, admins, and relationship managers.

Verdict

Fiducio covers client and prospect workflows alongside planning, portfolio reporting, and a client portal. Advisory firms should consider its role-based visibility and team-led onboarding; individuals have the separate free Financial Hub option.

Questions

Who is Fiducio for?

The site says it is built for RIAs and advisory teams. It also offers Financial Hub for individuals.

Is there a free option?

Yes. Fiducio's pricing model is free, and Financial Hub is offered free for individuals.

What platforms does it support?

Fiducio is available on the web.

What does the firm product include?

It combines CRM, lead tracking, financial planning, a client portal, and portfolio audit and reporting.

Can firms see an individual's Financial Hub data?

The site says Financial Hub data is never visible to any firm on the platform.

How are new advisory firms onboarded?

New advisory firms are onboarded directly by the Fiducio team.

Facts from Fiducio's own pages

Access controls: Owners and admins can see the whole firm, while relationship managers see their own book unless granted team-lead access. · getfiducio.com, 5 Oct 2026
Audience: The site describes Fiducio as built for registered investment advisors and advisory teams. · getfiducio.com, 5 Oct 2026
Audit and reports: Portfolio reporting covers holdings and transactions and is described as compliance-ready. · getfiducio.com, 5 Oct 2026
Client directory: Its CRM gives each household a unified view of contacts, touchpoints, documents, and relationship history. · getfiducio.com, 5 Oct 2026
Client portal: Clients can use a branded portal to see their net worth, goals, and documents. · getfiducio.com, 5 Oct 2026
CRM: Its CRM and client directory bring household contacts, touchpoints, documents, and relationship history together. · getfiducio.com, 4 Oct 2026
Data visibility: The site says Financial Hub users' data is never visible to firms on the platform. · getfiducio.com, 5 Oct 2026
Decision log: The product records role changes, client edits, and firm-level actions in a decision log. · getfiducio.com, 5 Oct 2026
Financial planning: Advisors can use goal-based projections and scenario modeling with clients during meetings. · getfiducio.com, 5 Oct 2026
Leads: The stage-based pipeline tracks prospects from first contact through promotion to client. · getfiducio.com, 5 Oct 2026
Lead tracking: A stage-based pipeline tracks prospects from first contact until they become clients. · getfiducio.com, 4 Oct 2026
Onboarding: The site says new advisory firms are onboarded directly by Fiducio's team. · getfiducio.com, 5 Oct 2026
Personal product: Financial Hub is offered free to individuals for tracking assets, liabilities, and net worth, planning goals, and viewing a portfolio. · getfiducio.com, 5 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
Privacy: The site says an individual's Financial Hub data is never visible to any firm on the platform. · getfiducio.com, 4 Oct 2026
Product: Fiducio combines CRM, a leads pipeline, financial planning, and a secure client portal for wealth advisory firms. · getfiducio.com, 5 Oct 2026

Where Fiducio stands on Freedom251

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