FidMG Pricing

Simple pricing for fiduciary teams.

Separate pricing for fiduciaries and staff users, so each office can add the right level of access without paying the same amount for every user.

Fiduciary Seat

$150
per fiduciary / month
  • Full fiduciary dashboard
  • Client and case management
  • Billing and fee tracking
  • Revenue and accounting reports
  • Comprehensive fiduciary reports
  • Secure document storage
Choose Fiduciary Plan
S

Staff Seat

$30
per staff / month
  • Staff dashboard
  • Assigned modules
  • Permission-controlled access
  • View reports if allowed
  • Print reports if allowed
  • Team collaboration tools
Choose Staff Plan

Reports included

Revenue reports, accounting reports, deadline reports, case reports, client reports, and comprehensive fiduciary reports can be exported in CSV, Excel, and PDF.

Role-based access

Owner and fiduciary users control whether staff and case managers can view reports, print reports, or have no access.