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 desktop use but also works on a tablet. Figlo Planning has a simple, modern design with clear graphs and comparison options. 

Financial plans can be easily copied and modified. The clear design is ideal for taking consumers along and providing insight into their financial situation and possibilities. Share on a large screen or remote screen in the office. 

An advisor then opens Figlo Start, fills or views the current situation of his client and opens a mortgage plan in Figlo Mortgages or a financial plan in Figlo Planning. Figlo Planning also has the 'Desired remaining budget' and 'Save / save' functionality.

Demonstrate your value to your customer
With the online environment, the various short sub-reports and the proactive approach, which is possible thanks to automatic alerts, you can convince your customer of the value of your advice subscription.

Excellent aftercare and identification of needs
The statistics in your dashboard give you information about your portfolio. This enables you to provide more service to your customer and to identify opportunities. Alerts alert you when your customer may need attention or advice.