Dorpsstraat 151-155, 2903 LA Capelle a/d IJssel, The Netherlands
Offer your customers insight, overview and a personal story
Figlo provides modern software that supports financial insight and understanding at a consumer level. Our solutions are provided to financial advisors in a variety of markets, including banks and insurance companies. Designed to provide insight into financial matters and provide easy access to this important information.
Figlo has grown into a leading global brand with over 60 employees. Yet we have never let go of our original vision, goals and principles with which we started in 1996. We have a transparent and professional attitude towards customers, partners and other relations. Important and much appreciated functions of Figlo Advisor can be attributed to our dedicated employees and input from parties around us. This is typical of the way Figlo works.
Our core values, 'Overview, Insight and Personal' are integrated into every step of our work. We enjoy the daily growth and professionalization of our company. As we grow as a global brand, we remain true to the formula that has brought us success past and present.
In 2014 Figlo was taken over by Advicent Solutions. Founded in 1969, Advicent is based in Milwaukee, Wisconsin. It is a leading provider of Software as a Service (SaaS) solutions for financial advisory and planning in the United States and Canada. Advicent supplies products for financial planning and goal realization, NaviPlan® and Profiles® and a marketing communication tool, Advisor Briefcase®. Thousands of financial professionals, including dozens of the world's largest financial institutions, use Advicent products.
Monitor your customer's situation Alerts alert your advisors when your client may need attention or advice. Alerts are issued on the basis of monitors: preconditions that are monitored for you by Figlo Insights. In addition to the basic set of 20 standard monitors, you can define additional monitors yourself. Using external information......
One file, various advice Figlo Planning is the latest addition to the Figlo application family. Figlo Planning replaces Figlo Advisor's financial planning capabilities. Figlo Planning uses the same robust, holistic calculation engine and database as Figlo Advisor. However, Figlo Planning can be used in any browser. Figlo Planning is designed for......