CRM, a leads pipeline, financial planning, and a secure client portal — in one workspace built for how advisory teams actually run their practice, not a generic sales CRM stretched to fit.
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Welcome back, Aditya
Book of business overview
AUM
₹2.52 Cr
Households
3
Pipeline
₹2.00 Cr
Fees (Q3)
₹47.3K
Illustrative preview of the Fiducio dashboard
No more switching between a CRM, a spreadsheet for planning, and a separate tool for client communication. It's all here, and it's all connected.
A unified household view — contacts, touchpoints, documents, and relationship history in one place.
A stage-based board that tracks prospects from first contact through to a promoted client.
Goal-based projections and scenario modeling advisors can walk clients through live, in a meeting.
A secure, branded portal your clients log into to see their own net worth, goals, and documents.
Owners and admins see the whole firm; RMs see their own book unless explicitly given team-lead access.
Holdings, transactions, and compliance-ready reporting, always tied back to a client's real portfolio.
Every RM sees their own clients by default. Nothing leaks across advisors or teams unless an owner explicitly grants it.
Role changes, client edits, and firm-level actions are recorded — not bolted on after the fact, built into how the app works.
Wealth software doesn't have to look like a spreadsheet. Fiducio is warm and legible without losing the trust a serious tool needs.
Track your own assets, liabilities, and net worth in one place — no advisor required, and your data is never visible to any firm on the platform.
Create a Free AccountIf your firm already uses Fiducio, sign in below. New firms are onboarded directly by our team.