Figlo Platform
A complete solution to gain insight in financial matters on a consumer level. Comprehensible and intuitive at the same time. Complete, as all possible scenarios are calculated in the blink of an eye. That’s the Figlo Platform.
Our solution is used by both financial experts in the process of advising their clients, as consumers on a user-level who receive login credentials from their advisor. It represents over 15 years of experience and development from the clients point-of-view.
Figlo empowers consumers to gain a clear view in monitoring their income, spending, savings and investments. All information is 24/7 available through a secure online interface using the Microsoft Azure Services Platform. Increasing awareness and understanding of all matters with a budgetary consequence.
Your Figlo Platform configuration offers solutions for Personal Finance Management, Financial Product Advice and Financial Planning. Please select your topic of interest or contact us today to receive personal information and request a quote.
Financial Cards
Use a separate digital financial card for every aspect of financial life. Family matters, work and income, pension and insurance funds. Using clear graphics all information is instantly comprehensible.
To further personalize the cards, clients can easily select own images to display with the cards. All of these aspects turn the Financial Cards into a familiar and trusted place that will integrate into your clients’ financial management on a long term.
Lifeline
Instantly visualize your clients’ financial possibilities and needs for an entire life. A red color shows a shortage, a green color shows sufficient coverage.
The Lifeline is very useful for a transparent presentation. Combining all parameters into a comprehensible overview. From the first scenario, others can easily be created, showing the consequences of changes made.
Budget Manager
Every form of financial management starts with daily, weekly and monthly budgets. The budget manager offers an instant overview of income and expenses. Bank transactions are imported and automatically located in categories. For monthly income and expense management. Offering a solid base for long-term Personal Financial Management.
Cross Media
Both you and your clients need access to your online solutions 24/7, from every location or device. The Figlo Platform is fully adapted to that need. Work from your computer, laptop, tablet PC, smartphone or Microsoft Surface Table. All of them offering an amazing user experience based on the attractive user interface we created.
Consumer Portal
The consumer of today often wants to know more and needs be involved. Their due diligence is important and critical to acknowledge. The Figlo Platform is developed from the most important point-of-view, that of the consumer.
Using the Consumer Portal, your clients gain access to all processes and communications. 24/7 , secure and always up to date. Figlo supports a transparent offer to your client, meeting a demand that is crucial to a long-term relationship of trust and results.
Monitoring & Alerts
The financial world is subject to continuous change. The Figlo Platform works proactive and keeps close track of these changes. Fully compliant with laws, taxes and social security, in every part of the world.
The calculation models used in our product are extremely fast. Still, they take along any possible variable and restriction. As a financial advisor, you are always informed of new risks and opportunities that arise, based on new input or historical advices imported into the Figlo Platform.
