Figlo Platform

Company Info

Company Name:
Data Last Updated:
  • March 04, 2011
Data Verified by Company:
Website:
Contact Email:
  • This e-mail address is being protected from spambots. You need JavaScript enabled to view it
Phone Number:
  • 855-55-FIGLO
Year Founded
  • 1995
Number of Employees:
  • 75

Software Overview

Format:
Size of Firms Targeted:
Target Market:
Number of Firms Using:
  • 15,000

FP Features

Modules:
Accumulator Phase:
Retirement Phase:
Asset Allocation Assumptions:
Types of Reports:
Secondary Analysis:
Monte Carlo Analysis:
Client Portals:

Pricing

Pricing Based By:
Trial:
Initial Training:
Support:

Integrations

Outsource Solutions:
Portfolio Management Systems:
CRM:
Account Aggregation:
Financial Planning:
Rebalancing:
Analytics:
Document Management:
Websites:
Client Portals:
Form Fill:
Custodian:
IPS Software:
Web Reporting:
Report Packaging:
College Planning:
Other Applications:
Total System:

Security

Security Functionality:
Other Security Enhancements:
  • SAS-70 II
Figlo is an expert on financial planning and the technology behind it. We make personal finance understandable and accessible to everyone worldwide. Figlo develops software for financial institutions that allows them to offer compliant, customer-centric advice in a language anyone can understand.

With the Figlo Platform, financial institutions can meet new customer demands and maximize client satisfaction. Find out more at Figlo.com
The Figlo Platform

A new generation of financial advisory software that can be employed globally and will meet all the important needs consultants, consumers and suppliers might have. Our solutions can be recognized by its user accessibility and its complete range of financial calculations.

The Figlo Platform is a cross-media information and consultancy platform. The Figlo Platform offers clients a central role in all communications and proactively includes them in the advisory process. Financial demands, goals and products are easily recognizable to both advisor and customer. This keeps the costs down and the advisory process transparent. The customer will more fully understand his or her financial situation and better appreciate the role of the advisor.

Figlo software is developed from an inborn vision with respect to the various phases of the advisory process. From budget management to custom product advice, and from detailed mortgage calculations to long-term financial planning.

The Figlo Platform is accessible from any standard web browser and requires no local installation. Our intuitive interface is available on multi-touch devices like the Apple iPad, Android-based tablets, WebOS, RIM Playbook and Microsoft Surface and Windows 7 touch-enabled systems.

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