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Wealth Utilities

Fiduciary Genius

Smart financial planning, always putting clients first.

"Fiduciary Genius is a financial planning software designed to help RIAs create and manage client financial plans with a focus on fiduciary responsibility. It provides tools for goal setting, scenario planning, and investment analysis, enabling advisors to demonstrate their commitment to client best interests."

Launch Product Page
Consensus Grade
B
82/100 Confidence
Institutional Verified
Market Position
Ranked #100 in Wealth Utilities
Validated Adoption
120 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Goal-based financial planning
Retirement income projections
Investment portfolio analysis
Estate planning tools
Client data aggregation

Primary Use Cases

Client onboarding for basic financial planning
Creating simple financial plans for younger clients
Regular check-ins and plan updates for existing clients

Agentic Intelligence Briefing

"Fiduciary Genius empowers RIAs to build and manage client-centric financial plans with robust planning and analysis tools."

Real-time Forensic Synthesis

Competitive Strengths

Streamlines the 'Planning Light' process, making it more efficient
User-friendly interface for simpler financial planning needs
Focuses on fiduciary responsibility, aiding compliance

Adoption Hazards

Limited scope compared to comprehensive financial planning software
May not be suitable for complex financial situations
Pricing information not readily available

Stack Compatibility Profile

How Fiduciary Genius integrates into institutional RIA stacks.

120 Firms Analyzed
Riskalyze Online
87%
Stack Correlation
Nitrogen Wealth
85%
Stack Correlation
ROL
76%
Stack Correlation
NDEX
73%
Stack Correlation
Elements Financial Planning
70%
Stack Correlation
Advisor Websites (Responsive)
59%
Stack Correlation

Product Dossier

Target Market
RIA
Target Audience
Independent RIAs and wealth management firms
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1RightCapital
2eMoney Advisor

Value Proposition

"For RIAs seeking to efficiently deliver 'Planning Light' services with a focus on fiduciary duty, Fiduciary Genius offers a streamlined solution."

Vendor Dossier

Fiduciary Genius logoF
Fiduciary Genius
fiduciarygenius.com
Corporate Portal

Audit Your RIA Stack

See how Fiduciary Genius fits into your overall tech efficiency score.

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