AbaFiduciary | Fidigit

Manage engagements, tasks, deadlines, documents and client collaboration from one central platform. AbaFiduciary helps fiduciary and trust companies streamline administration, automate recurring processes and maintain full visibility across all client engagements.

Every day, fiduciary firms handle a wide range of responsibilities. Documents are often exchanged by email, deadlines must be monitored closely and information is frequently spread across different systems and locations.

Key benefits of AbaPlato:

Fewer emails and manual coordination efforts
Greater transparency across engagements and deadlines
Digital collaboration with your clients
Seamless integration with Abacus Business Software
Implementation and support provided by Fidigit

TRIAGE

Client Portal

Provide your clients with centralized access to relevant information, documents, and reports.

Task and Pending Items Management

Track open tasks, responsibilities, and deadlines with a clear and transparent overview.

Document Exchange

Exchange documents securely and in compliance with data protection regulations, without the endless back-and-forth of email communication.

Digital Approvals

Accelerate your processes with electronic approvals and clearly defined workflows.

Communication in One Place

Reduce communication silos and centralize collaboration with your clients on a single platform.

Mobile Access

Access information, tasks, and documents anytime, from anywhere.

Your benefits with AbaFiduciary

Less administration. More time for client advisory services.
AbaFiduciary helps fiduciary firms reduce routine administrative work, allowing teams to focus on what matters most: supporting and advising clients.
Improved efficiency
Automated workflows reduce manual effort and create more time for value-generating activities.
Centralised collaboration
Clients and employees work from a shared platform with access to up-to-date information.
Greater transparency
Open tasks, deadlines and work progress remain visible and traceable at all times.
A modern digital client experience
Offer clients a more efficient and transparent way of working together.
Seamless Abacus integration
Thanks to its native connection with Abacus Business Software, AbaPlato enables end-to-end digital processes without duplicate data entry.

Digitising fiduciary processes requires more than simply implementing software. Sustainable results are achieved when technology is combined with a deep understanding of the day-to-day challenges faced by fiduciary firms.

As part of the Fidinam Group, a well-established Swiss organisation with extensive expertise in fiduciary services, taxation and corporate services, Fidigit understands the needs of the industry first-hand.

Frequently asked questions about AbaFiduciary (FAQ)

AbaFiduciary is Abacus’ collaboration and client portal platform. It connects fiduciaries, clients, and employees on a central platform for the secure exchange of information, documents, and tasks.

AbaFiduciary is particularly suitable for fiduciary companies, trust firms, and finance and accounting service providers that want to digitize and streamline collaboration with their clients. The platform supports organizations looking to improve efficiency, increase transparency, and modernize their client-related processes.

AbaFiduciary reduces administrative workload, improves collaboration with clients, creates greater transparency across client mandates, and enables efficient digital document management. This helps fiduciaries streamline their daily operations, improve service quality, and focus more on value-added advisory services.

AbaFiduciary provides a centralized overview of open tasks, deadlines, and processing statuses. This enables fiduciaries and advisors to manage client mandates more efficiently, maintain full transparency, and identify potential bottlenecks or required actions at an early stage.

Yes. AbaFiduciary is seamlessly integrated with Abacus Business Software, enabling end-to-end digital processes without media disruptions or system breaks. This integration ensures that data flows smoothly between systems, reduces manual work, and increases efficiency across all client and business processes.

Yes. Documents are stored and exchanged securely on the platform through a centralized environment. This reduces the need to send sensitive documents via email and ensures more efficient, transparent, and compliant document collaboration between fiduciaries and their clients.

Yes. Clients are granted access to the documents, tasks, and information that have been shared with them. They can view the latest updates and access relevant data at any time, ensuring greater transparency and more efficient collaboration with their fiduciary service provider.

Yes. AbaFiduciary can be accessed from anywhere, allowing employees and clients to securely access relevant information, documents, and tasks at any time. Whether in the office, working remotely, or on the go, users always have access to up-to-date data and can collaborate efficiently through the platform.

Yes. Fidigit supports companies throughout the entire implementation process, from initial analysis and consulting to deployment, user training, and process optimization. Our experts ensure that AbaFiduciary is successfully integrated into your organization and tailored to your specific business requirements, helping you achieve maximum efficiency and long-term value from the solution.

Yes. AbaFiduciary digitizes a wide range of fiduciary processes, including document exchange, task management, approval workflows, and client collaboration. By replacing manual and paper-based procedures with digital workflows, AbaPlato helps organizations streamline operations, improve transparency, reduce administrative effort, and increase overall efficiency.