Fiducio
Fiducio: A broad web workspace for planning, client work, portfolios, and audit-oriented records. Ranked #29 of 31 in Financial Advisor Software by our editors (6.3/10); pricing: Free plan; best for teams starting with free planning software.
At a glance
- Editor score6.3 / 10
- PricingFree plan
- Best forTeams starting with free planning software
- Free planYes
- Paid fromFree
- Financial planningYes
- Facts checked20 Sep 2026
Where it wins
- Combines CRM, leads, planning, portals, and portfolio data
- Role-based access controls support team visibility
- Decision logs and compliance-ready reports support audit workflows
Where it doesn't
- Web-only delivery may not suit firms seeking other platforms
- Direct onboarding can make advisor pricing comparisons slower
- Established firms may need to assess product maturity before rollout
Our verdict on Fiducio
Fiducio is a web-based workspace for RIAs and advisory teams that brings client relationships, prospects, financial planning, portfolio information, documents, and team access into one environment. Its core coverage includes a CRM and household directory, stage-based lead management, goal-based projections, scenario modeling, a secure branded client portal, and role-based permissions. Portfolio holdings and transactions can be paired with compliance-ready reports and an audit-oriented decision log. The separate Financial Hub is designed for individuals tracking assets, liabilities, net worth, goals, and portfolios.
The strongest fit is for teams that want broad operational coverage rather than a tool focused only on planning or CRM. Advisors can connect household records with goals, scenarios, portfolio data, and client-facing access, while permissions help define internal visibility. The decision log adds an audit-oriented record of advisory choices, and the portal gives clients a branded destination for collaboration. Firms evaluating Fiducio should expect a web-only workflow and should consider how that fits their existing platform environment and operating model.
Fiducio also suits organizations that prefer direct onboarding by the vendor team. The product combines several functions that are often handled across separate systems, but established firms should evaluate whether its depth and maturity match their governance, reporting, and integration requirements. Teams beginning with planning software and needing CRM, client portal, portfolio, permissions, and compliance-oriented workflows in one workspace should shortlist Fiducio. Firms seeking a mature ecosystem with broad platform connectivity or a more specialized enterprise deployment may be better served by an alternative.
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Fiducio pricing
Fiducio fact sheet
| Free plan | Yes |
|---|---|
| Paid from | Free |
| Client portal | Yes |
| Financial planning | Yes |
| Proposal generation | Not verified |
| Compliance workflows | Yes |
| Document vault | Yes |
| Billing and invoicing | Not verified |
| Deployment | Cloud |
| Platforms | Web |
| Built for | Small business, Mid-market (editorial estimate) |
| Pricing | Free plan |
| Website | getfiducio.com |
| Facts checked | 20 Sep 2026 |
Alternatives to Fiducio
- eMoney AdvisorA broad planning suite for practices that need client collaboration and connected workflows.9.4
- XplanA broad advice platform for practices needing planning, workflow, compliance and client engagement.9.3
- MoneyGuideA comprehensive planning suite for advisors managing goals, retirement, tax, and investment decisions.9.1
See all Fiducio alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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