SEARCH
Fiducian enhances adviser software
Fiducian enhances adviser software
Fiducian has announced that it will upgrade its financial planning software, enabling advisers to make immediate changes to client portfolios.
In a statement, the ASX-listed financial services provider said the latest phase will allow planners to implement "switch orders" directly from FORCe Deskstop after reviewing and modelling clients' portfolio changes.
Fiducian chief information officer Alan Dunne said: "Orders will flow through Fiducian Online and the Fiducian platform to ensure recommendations can be implemented almost immediately after being authorised by the financial planner."
"Planners can track changes on Fiducian Online as well as view any confirmation correspondence sent to clients. Clients' portfolios are updated within FORCe as orders are completed."
FORCe Desktop will also be updated soon to be integrated with Fiducian's other advice solutions, the statement said.
"The integration with Fiducian Online as well as the Fiducian platform ensures that the planning network has a holistic solution to meet clients' needs," the company said.
"The next phase planned will deliver platform client correspondence directly to electronic client files within FORCe.
"This will also be a huge benefit for the efficiency and productivity of the planner's business and move ever closer to a paperless work environment."
Subscribe to our Newsletter
We Translate Complicated Financial Jargon Into Easy-To-Understand Information For Australians
Your email address will be shared with nestegg and subject to our Privacy Policy
latest articles
OUR PLATFORMS AND BRANDS
- Accountants Daily
- Accounting Times
- Adviser Innovation
- Australian Aviation
- Cyber Daily
- Defence Connect
- Fintech Business
- HR Leader
- Independent Financial Adviser
- Investment Center
- Investor Daily
- Lawyers Weekly
- Money Management
- Mortgage Business
- Nestegg
- Property Buzz
- Real Estate Business
- Smart Property Investment
- SMSF Adviser
- Space Connect
- Super Review
- The Adviser
- Wellness Daily
- Which Investment Property
- World of Aviation
EVENTS AND SUMMITS
- Accountants Daily 30 Under 30 Awards
- Adviser Innovation Summit
- Australian Accounting Awards
- Australian Aviation Awards
- Australian Broking Awards
- Australian Defence Industry Awards
- Australian Law Awards
- Australian Space Awards
- Australian Space Summit
- Better Business Summit & Awards
- Corporate Counsel Summit & Awards
- Cyber Security Summit & Awards
- Defence Connect Budget Lunch
- Defence Connect DSR Summit
- Fund Manager of the Year Awards
- ifa Excellence Awards
- ifa Future Forum
- Investor Daily ESG Summit
- Lawyers Weekly 30 Under 30 Awards
- Lawyers Weekly Women in Law Forum
- Mortgage Business Awards
- New Broker Academy
- Partner of the Year Awards
- REB Awards
- Reinnovate
- SME Broker Bootcamp
- SMSF Adviser Technical Day
- Super Fund of the Year Awards
- Women in Finance Awards
- Women in Law Awards
- Accountants Daily Podcast Network
- The Adviser Podcast Network
- Australian Aviation Podcast Network
- Defence Connect Podcast Network
- HR Leader Podcast Network
- The ifa Show
- The Lawyers Weekly Show
- Mortgage Business Podcast Network
- REB Podcast Network
- Relative Return
- The Smart Property Investment Show
- Space Connect Podcast
PODCASTS
LEARNING AND EDUCATION
MOMENTUM MARKETS NETWORK
LINKS
STAY CONNECTED
Subscribe to the Adviser Innovation eNewsletter.
