Fluido Wealth360

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

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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. Developed on the Salesforce platform, Fluido Wealth360 leverages and provides core capabilities required by any modern advice business. Features include a single view of the client and connected relationships, consistent processes with a clear and comprehensive audit trail, task allocation and orchestration, automation and enhanced reporting.

The opportunity to integrate disparate technologies, data and processes also becomes a reality through process consolidation via the flexible and connected client record, API integrations or leveraging an integration hub structure that enables customer and business ‘360’ views to become a reality.

With an increasing focus of the FCA for the market to become data– and insight-led, along with the expectation of demonstrating fair value and outcomes within Consumer Duty, the dashboard capabilities and in-record presentation of data ensure that adviser firms are equipped for instant and real-time responses.

The efficiencies, enhanced experience and modern interface provided by Fluido Wealth360 will enable adviser firms to retain clients — across generations — and open opportunities to create new service offerings and be fit for the future.

Value for the adviser firms:

  • Increased capacity — advice & support
  • Managed costs — reduction in cost to serve
  • Improved audit trail and outcome management
  • Modern channels of engagement
  • Simplified processes
  • Continually compliant/regulation ready
  • Access anywhere

Value for the clients:

  • Enhanced experience
  • Engage on own terms
  • Improve financial literacy
  • Advice becomes accessible
  • Confidence in the future — individual and family
  • Future-ready technology

More on this topic

Are financial advisers competitive?

New regulations have always driven change throughout the financial advisory industry. But are financial advisers currently equipped for today’s market challenges?


Research: NextGen or LostGen? — The need to develop new client acquisition strategies

What is involved and what is needed for targeting and acquiring different types of new customers, including so-called NextGen customers, for financial advice firms, providers and the financial services industry more broadly? At a high level, that’s what this AKG research paper is seeking to address.


Report: Digital Integration and Wealth Management: technology gaps and solutions

The findings in this report are based on a survey of 100 financial advisers as well as interviews and data from 11 investment providers undertaken by NextWealth during April 2022.


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Duncan Muir

Industry Lead (Financial Services)