Fiducio
Input—per 1M tokens
Output—per 1M tokens
Context—tokens
WeightsClosed
About
Fiducio is ranked #9 of 31 in financial advisor software on Inferse. It runs on Web.
Compared on financial advisor software
- Free plan
- Yesgetfiducio.com
- Client portal
- Yesgetfiducio.com
- Financial planning
- Yesgetfiducio.com
- Compliance workflows
- Yesgetfiducio.com
- Document vault
- Yesgetfiducio.com
Facts
- Product
- Fiducio describes itself as an operating system for wealth advisory firms, combining CRM, lead tracking, financial planning, and a client portal.getfiducio.com · 4 Oct 2026
- Audience
- The site says Fiducio is built for RIAs and advisory teams.getfiducio.com · 4 Oct 2026
- CRM
- Its CRM and client directory bring household contacts, touchpoints, documents, and relationship history together.getfiducio.com · 4 Oct 2026
- Lead tracking
- A stage-based pipeline tracks prospects from first contact until they become clients.getfiducio.com · 4 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
- Access controls
- Owners and admins can see the whole firm, while relationship managers see their own book unless granted team-lead access.getfiducio.com · 4 Oct 2026
- Decision log
- The site says role changes, client edits, and firm-level actions are recorded in a built-in decision log.getfiducio.com · 4 Oct 2026
- Personal product
- Financial Hub is offered free for individuals to track assets, liabilities, and net worth, plan goals, and view a portfolio.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
- Onboarding
- New advisory firms are onboarded directly by the Fiducio team.getfiducio.com · 4 Oct 2026
Best Fiducio alternatives
See all 12
7.0 Xplan See plans price on the maker's page 
6.8 Orion Portfolio Accounting $1083.33/mo first paid tier 
6.7 eMoney Advisor See plans price on the maker's page Free trial 
6.7 intelliflo office See plans price on the maker's page 
6.7 Practifi $135/mo first paid tier 
5.6 Fin365 See plans price on the maker's page Free trial Where it ranks on Inferse
Sources
- getfiducio.com· checked 4 Oct 2026