Fluido Wealth360

Closing the advice gap – Enabling financial choices – Supporting financial literacy – Promoting advice

Fluido Wealth360 has been designed to support adviser firms of any size, developing accessible technology that delivers efficiency in day-to-day processes, reduces re-keying and enhances user and client experience.

IHM Business School: taking marketing to the next level

Collaboration between IHM and Fluido results in a 130 % increase in traffic to the website, between 300-400 % higher marketable contacts and 20 000 new contacts to process. The recipe? Close collaboration and a well-defined and sustainable roadmap.