Fiducian launches first client-facing mobile app | Australian Markets
Australian diversified wealth options supplier and advice technology developer Fiducian Group has launched its first mobile investment portfolio overview app.
The app, accessible on Apple’s App Store and Google Play, guarantees shoppers a complete, real-time view of their superannuation and investment portfolios, masking portfolio efficiency, asset allocation breakdowns, investment historical past and transaction summaries, and assertion reporting.
Users also can hyperlink and entry a number of accounts through the app.
“With a personalised and user-friendly dashboard, the app brings key information together in one convenient and secure platform, allowing clients to stay informed and connected with their financial journey anytime, anywhere,” Fiducian stated in a assertion.
The newly launched app enhances Fiducian’s growing suite of wealth technology options, together with its 5 badged platforms (masking investment and super, funds management, and planning) and adviser and superannuation suite Auxillium.
Fiducian’s technology arm represents an more and more important half of the business, with its labelled platforms supporting more than $3.7 billion in funds below administration (as at 31 December 2024).
Platforms for its Independent Financial Advisers (IFAs), together with its Core, Auxilium and badged product choices, make up $440 million in FUA.
The firm, which affords advice, investment and super and SMSF companies, posted a $9.9 million revenue for the half 12 months of FY2025, an increase of 20% 12 months over 12 months.
Boasting 15 in-house funds, Fiducian oversees $14.4 billion in shopper funds below management, advice and administration (FUMAA) at 31 December 2024.
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