Know which client to call. Before they call you.
Fidaro analyzes your entire client book, detects risks and opportunities, and automatically prepares every meeting.
You’re a financial planner. Not a file manager.
Financial planners lose hours on research, preparation, and manual follow-up. Meanwhile, opportunities lie buried in the client book: expiring policies, idle capital, clients who haven’t heard from you in too long. Not for lack of effort — but because their tools don’t tell them where to look.
Complex onboarding
Building a financial plan is time-consuming, manual, and especially complex for new clients
Hours of preparation
Too much time spent preparing files before every meeting
Missed opportunities
Revenue opportunities hiding in your client book
Late signals
Risks you only spot when it’s almost too late
One platform. Three steps. Total control.
Fidaro detects what you’d miss yourself.
Fidaro continuously monitors your entire client book for risks, compliance requirements, opportunities, and life events. Everything prioritized. Everything actionable.
- You call the client. Not the other way around.
- Idle capital and missed returns surfaced
- Compliance under control, without manual searching
Fully prepared for every meeting in 2 minutes.
For every meeting, Fidaro automatically generates a briefing: what changed since the last appointment, a recommended agenda, open action items, and a ready-to-use conversation opener.
- Auto meeting prep with changes since last appointment
- Recommended agenda and open action items
- Complete client file in seconds
Fidaro knows every file. And knows what needs to happen.
Ask a question about any client and get a fully contextual answer in seconds. The Fidaro Assistant knows the file, sees the risks, and suggests immediate action — from emails to simulations.
- AI answers based on the complete client file
- Immediate action suggestions: email, letter, plan
- Contextual advice in seconds, not hours
From reactive to proactive advice — without working more hours.
Never surprised
Know what’s happening before your client does.
Always prepared
Every conversation starts strong — Fidaro does the preparation.
More time for advice
More time for advice. Less time lost to paperwork.
Fits seamlessly into your workday.
Welcome to the new generation of financial planning.
30 minutes. No obligations.