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The project involved transitioning over 1,300 assets, transactions, tax parcel data and unit pricing across Fiducian’s Investor Directed Portfolio Service
Australia - Citi Securities Services has added Fiducian Group to its growing client portfolio, completing the migration of custody, fund administration and registry services. The project.
The asset manager has quietly onboarded 110,000 investors to its two-year-old Personal Investor platform, but says it will never become a Robinhood-style “product supermarket”.