How Fiducian (ASX: FID) enhances wealth management for individuals and corporations - Kalkine Media

Highlights

• Fiducian is an Australian company providing wealth management solutions and services to both personal and business clients.
• The company’s purpose-built online client reporting systems enable clients to conveniently track their investment from anywhere at any time.
• The range of services offered by the company includes; investment management, financial planning, superannuation, information technology solutions and investment platform administration.

With their head office based in Sydney’s CBD, Fiducian Group Limited (ASX:FID) has established itself as a specialised financial services organisation in Australia. Specialising in tailored financial solutions, since 1997 the company has been helping personal clients create a more confident financial future with financial planning services. For business clients, the Company recently launched Auxilium to independent financial advisers that provides a flexible solution based on the practice needs including; superannuation, investment, platform solutions and adviser software.

Fiducian’s commitment to excellence Is evident in its comprehensive wealth solutions for personal and business clients. The company differentiates itself from its peers by self-developing its entire front-to-end advice and platform technology, collecting feedback from its extensive adviser network to develop and build the best quality software systems for the advice market.

Investment Services

One of Fiducian’s key offerings is its investment services, aimed at providing clients with diversified and flexible options. Investors gain access to approximately 23 fund managers, promoting portfolio diversification to minimise volatility and maximise returns. Clients can choose from a selection of funds all designed to meet their unique financial needs, including specialist funds. With consolidated reporting and 24/7 account access, the company ensures clients can easily track their investments.

Superannuation Services

Fiducian’s superannuation service plays a crucial role in helping clients understand their options to achieve their desired retirement lifestyle. The services include the opportunity to designate a portion of savings to income options and a diverse array of life insurance choices. This allows clients to fund insurance premiums through their superannuation accounts rather than using their post-tax income.

Financial Planning Software (FORCe)

Fiducian’s financial planning software, known as FORCe, is a robust tool used by Fiducian’s aligned financial advisers, and customised for advice practice business clients. The integrated planner technology coupled with a dedicated service team supports practices in futureproofing themselves during times of growth and change. FORCe has various features suited to advice practices including; advice provision, client relationship management (CRM), portfolio management, practice management and private wealth management tools.

In conclusion, Fiducian goes beyond conventional financial services, providing a holistic approach to wealth management for both personal and business clients. The company’s dedication to tailored solutions, coupled with advanced in-house technology and diversified services positions FID as a reliable partner in the journey towards future financial confidence.

FID shares traded at AU$6.12 apiece at the time ofwriting on 23 January 2024.