A new generation of financial advisory software that can be employed globally and will meet all the important needs consultants, consumers and suppliers might have. Their solutions can be recognized by its user accessibility and its complete range of financial calculations.
The Figlo Platform is a cross-media information and consultancy platform. The Figlo Platform offers customer a central part in all communications, and involves them in the informational advisory process. Financial demands, goals and products are easily recognizable to both advisor and customer. This keeps the costs down and the advisory process transparent. The customer will more fully understand his or her financial situation and consequently appreciate the role of the advisor.
Figlo software is developed from an inborn vision with respect to the various phases of the advisory process. From budget management to custom product advice, and from detailed mortgage calculations to long-term financial planning.
Have
Insight in all that is known about the customer
Want
Taking stock of all further wishes
Need
Selecting solutions: matching the product to the customer
Do
Drawing up workable advice

