Figlo gives advisors the power to illustrate their clients’ financial health and goal progression in one easy-to-understand visual timeline. Comprehensive color schemes allow advisors to see goal progression over the life of their clients and pinpoint where financial shortfalls may occur.
Narrator® Clients, the new interactive client portal from Advicent, offers advisors and their clients insight into their personal financial plan anytime, anywhere with transparency and security. Narrator Clients seamlessly and proactively connects advisors to their clients throughout the client journey, with 24/7 accessibility to their financial plan.
The Narrator® Advisor dashboard provides advisors with powerful analytics and business intelligence capabilities to proactively serve clients with valuable updates and recommendations. Save time and build stronger client-advisor relationships with the holistic insight Narrator Advisor provides when the client needs it most.
Advicent tools are compliant with the internationally recognized standard of excellence for information security, the ISO/IEC 27001:2005 Code of Practice for Information Security Management Systems (“ISMS”). This certification verifies that Advicent has successfully implemented an ISMS that provides a solid framework for initiating, implementing, maintaining and managing information security within the organization, including:
Integrations with leading technology providers transfer your client data securely, in real time - saving you time and reducing the margin for error. Our Quovo Custodial Feed integration enables users to connect their experience to a wide range of custodial businesses. Additionally, our strategic partnerships with associations like the FPA and Garrett Planning Network provide discounts to group members.
The Figlo tool supports us in making the added value of advice visible.- Simon Goeneweg, financial planner at Waar Partners
You are focused on your clients and your financial plans, not the latest technology. That is where our support staff comes in. We will get you trained to use our tools in the way that best fits your business, but support does not stop with training. We will be there to answer questions and teach you best practices for continued success. Here at Advicent, we are committed to your success from implementation and beyond.
We offer custom product configuration based on your practice and professional guidance through videos, reference guides, and functional documents to further engage with the newest product features.
For more information, visit our training page.
The Figlo history planted its roots in the Netherlands in 1996, formally adopting the Figlo name in 2006. Specializing in financial globalization, the company quickly established itself as the leader in the Dutch market and began expanding its global reach.
In 2014, Advicent acquired Figlo. Together, the companies are committed to providing innovative financial planning technology solutions to advisors around the world.
To visit the Figlo Netherlands website, click here.