Figlo Platform
Create stronger and more trustful relations with your clients. Make sure your advice is fully understood although the backgrounds may be complex. It allows you to select the best possible financial products and planning that work for your client.
Figlo financial advice software is delivered to banks, insurance companies, pension funds, service providers and (independent) financial advisors.
Streamlining and monitoring your financial advice based on our unique advice process: Have, want, need and do: Hawanedo. Based on these four steps, the entire advice process is delivered. All complex calculations are processed in the powerful engine and out of sight. You and your client are only presented with the outcomes. In a clean and very attractive display that motivates working with it. A solution that is fully compliant and offers the secureness your client is looking for.
As an advisor, you are in control. Decide for yourself what kind of advice you want to offer. Offer general product specifications in a reconnaissance , or provide an in-depth advice with all aspects taken along. The Figlo Platform integrates seamlessly with your existing CRM systems. Allowing maximum ease of use for you and your client, all in a visually attractive interface.
The Figlo Platform can be used on Microsoft Surface offering a very impressive user experience. Our Platform is delivered for a cross-media delivery and is available on virtually every mobile and touch device. iPads, tablet, laptops, smartphones or any other device.
You can offer your client a separate login, allowing them to monitor their personal finances online. Based on the Microsoft Azure Services Platform the Figlo Platform is available 24/7 and of course completely secure.
