Fiducian launches first client-facing mobile app

Australian diversified wealth solutions provider and advice technology developer Fiducian Group has released its first mobile investment portfolio overview app.

The app, available on Apple’s App Store and Google Play, promises clients a comprehensive, real-time view of their superannuation and investment portfolios, covering portfolio performance, asset allocation breakdowns, investment history and transaction summaries, and statement reporting.

Users can also link and access multiple accounts via 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 said in a statement.

A Fiducian representative confirmed that the app, however, remains limited to data on Fiducian funds, with currently no capability to ingest data from outside its ecosystem.

The newly launched app complements Fiducian’s growing suite of wealth technology solutions, including its five badged platforms (covering investment and super, funds management, and planning) and adviser and superannuation suite Auxillium.

Fiducian’s technology arm represents an increasingly important part of the business, with its labelled platforms supporting more than $3.7 billion in funds under administration (as at 31 December 2024).

Platforms for its Independent Financial Advisers (IFAs), including its Core, Auxilium and badged product offerings, make up $440 million in FUA.

The firm, which offers advice, investment and super and SMSF services, posted a $9.9 million profit for the half year of FY2025, an increase of 20% year over year.

Boasting 15 in-house funds, Fiducian oversees $14.4 billion in client funds under management, advice and administration (FUMAA) at 31 December 2024.