No. 6 of 31 ·Financial Advisor Software

Fiducio

Web

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Freedom report

One barScore 5.4

Free tierNo free tier on record
Open codeNo open-source code on record
Runs widely1 of 6 device platforms
DocumentedPlans, terms and facts published

Fiducio is ranked #6 of 31 in financial advisor software on Freedom251. It runs on Web.

Compared on financial advisor software

Free plan: Yes
Client portal: Yes
Financial planning: Yes
Compliance workflows: Yes
Document vault: Yes

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The record

Product: Fiducio describes itself as an operating system for wealth advisory firms, combining CRM, lead tracking, financial planning, and a client portal.
Audience: The site says Fiducio is built for RIAs and advisory teams.
CRM: Its CRM and client directory bring household contacts, touchpoints, documents, and relationship history together.
Lead tracking: A stage-based pipeline tracks prospects from first contact until they become clients.
Portfolio reporting: Portfolio audit and reporting cover holdings and transactions, with reports described as compliance-ready and tied to client portfolios.
Access controls: Owners and admins can see the whole firm, while relationship managers see their own book unless granted team-lead access.
Decision log: The site says role changes, client edits, and firm-level actions are recorded in a built-in decision log.
Personal product: Financial Hub is offered free for individuals to track assets, liabilities, and net worth, plan goals, and view a portfolio.
Privacy: The site says an individual's Financial Hub data is never visible to any firm on the platform.
Onboarding: New advisory firms are onboarded directly by the Fiducio team.
Client directory: Its CRM gives each household a unified view of contacts, touchpoints, documents, and relationship history.
Leads: The stage-based pipeline tracks prospects from first contact through promotion to client.
Audit and reports: Portfolio reporting covers holdings and transactions and is described as compliance-ready.
Data visibility: The site says Financial Hub users' data is never visible to firms on the platform.

Where it ranks on Freedom251

Best Financial Advisor Software in 2026#6 of 31

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Sources

getfiducio.com· checked 4 Oct 2026