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Figlo® is a flexible, goal-based needs analysis application and client portal solution. With its out-of-the-box assessment tool, Figlo enables advisors to present more meaningful value propositions and provide quality recommendations to prospects and clients alike.

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Client-centric planning

Engage clients at each stage of the relationship.

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.

Figlo Goals timeline

Visual simplicity of financial information

  • Break down client goals with the goal gauge to determine the probability of success for each individual goal
  • Analyze risks associated with each financial goal plan and make adjustments or suggestions based on that risk assessment
  • Empower advisors and their clients to analyze and digest information in multiple ways to ensure a holistic view of the financial future

Narrator Clients® powered by Figlo

Narrator Clients

Narrator Clients powered by Figlo

Narrator Clients powered by Figlo 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.

Personal Financial Management tool

Personal financial management for Figlo

  • Become the center of your client’s financial world through personal financial management capabilities
  • Easily display an interactive goal timeline to highlight goals and priorities
  • Share important documents between client and advisor through the secure document vault

Data security and compliance

Your client data is your most important asset – accept nothing less than the best protection for it.

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:

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  • Powerful physical security
  • Multi-point network security structure
  • Strict administrative security
  • Formal incident management policy
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Integrations

Streamline workflows and increase productivity through our integrations and partnerships with other industry leaders.

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.

Strategic partners  |  Integrations

The Figlo tool supports us in making the added value of advice visible.

- Simon Goeneweg, financial planner at Waar Partners

Elite training and support

Leverage interactive hands-on training and ongoing support to fully integrate our planning application into your business.

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 financial planning software 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.

Figlo history

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.