Fiducian Group Ltd’s in-house IT team continues to enhance seamless delivery of online services to clients and planners.
Luke Grbin, Head of Platform Services, says the latest enhancements to FiducianOnline, Fiducian’s portal for clients, will enable the company to continue to grow as one of Australia’s very few successful end-to-end financial services businesses with its own IT systems.
‘FiducianOnline will now work even more seamlessly with FORCe and FASTrack to deliver excellent service and financial planning to clients,’ says Grbin.
FiducianOnline will enable straight-through processing (STP) to FASTrack, Fiducian’s administration platform.
Highlights of FiducianOnline’s new features include:
1. enhanced global reporting for planners
2. global views of client correspondence
FiducianOnline’s newest enhancements also include closed accounts and investment profile changes.
’For example,’ says Grbin, ‘closed accounts will now have greater search capabilities to allow planners to get full history on their client base.
‘With profile changes, planners will be able to authorise for instant update to FASTrack or finalise for client signature.’
