Fiducian to offer internal software system to dealer groups
Fiducian is planning to launch an updated comprehensive financial planning software system to select dealer groups around the country next month.
Managing director Indy Singh said Fiducian's operating system was very user-friendly, required little servicing and could be operated with basic training.
The system, FORCe Desktop, comes with automatic online legal and system upgrades and integrated platform and managed fund information.
“It was first a modelling tool for constructing portfolios where it included a resource centre. [It] then gradually developed into full-scale financial planning software. Now [the new system comes with a] client relationship management function, compliance, training and the ability to report client portfolios,” Singh said. Fiducian created its internal system in 1998.
If the larger dealer groups aren’t interested in the software, Fiducian will target the middle to small sized dealer groups, Singh said.
“It's adviser driven and programmed for advisers, so the conceptual thinking around the software is an adviser’s mind and how they handle clients, how they construct plans and how they review plans and manage client relationships.”
AUTHOR
Benjamin Levy
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