Simple and complete
The entire advisory process from orientation to aftercare.

One file, diverse advice
Figlo Planning offers you the possibility to give different types of financial advice from one holistic system. After a short or extensive, manual or automated input, an alternative plan is then easy to set up. Copying, adjusting, comparing and reporting plans are then just a few of the possibilities.

Longevity
Financial plans can be easily copied and adjusted. The clear layout lends itself perfectly to taking the consumer along and offering insight into his financial situation and possibilities. In the office on a large screen or screen sharing remotely.

Figlo MyVault
In the Figlo My Vault environment, your customer will gain insight into her current financial situation and the customer will have the opportunity to view her financial data and upload documents. In addition, it is possible to have the customer fill in her data in advance in preparation for a consultation. The Customer Profile and other questionnaires can also be entered by the customer.

To compare
Financial plans can be easily copied and adjusted. The clear layout lends itself perfectly to taking the consumer along and offering insight into his financial situation and possibilities. In the office on a large screen or screen sharing remotely.

Excellent aftercare and identification of needs
The statistics in your dashboard provide you with information about your portfolio. This enables you to provide better service to your client and identify opportunities. Alerts warn you when your client may need attention or advice.

Cloud based
The Figlo application is fully cloud based and can be used in any browser. This makes it possible to use the application with the customer next to you or remotely. The modern user interface is designed for desktop use, but also works on tablets. We work fully in accordance with laws and regulations, so you always have the latest fiscal figures.