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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.

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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.

Find out how they did it
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Tune into Fluido Moments

The Fluido Moments podcast is your backstage pass to all things Fluido. It gives you an exclusive insight into the daily lives of Fluidians, our culture, and ways of working.

Fluido in brief

A leading European Salesforce consulting partner

  • 500+ experts
  • 4.9/5.0 CSAT last 18 months
  • 1100 completed projects
Learn more about us
Insights with analytics

Ebook: Gaining actionable insights with analytics

Insights gained from analytics provide value only when they are turned into actions. With this free guide you’ll learn how to get started on your analytics journey when seeking true value from insights.

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Our newsletters provide you with the most important events and insights to help you succeed with your customer relationships and Salesforce.

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