Figlo
Curated by SignalWealth management software suite streamlining operations for financial professionals.
Overview
Figlo is a company that offers a software suite aimed at wealth management, intended to assist wealth managers and financial advisors in their operations. The platform includes features such as customer relationship management (CRM), portfolio management, performance reporting, and financial planning, with enhancements from artificial intelligence (AI) and machine learning for predictive analytics. Figlo targets various financial professionals, including financial advisors, accountants, banks, and insurance companies, and seeks to meet the demand for innovative financial product solutions and access to essential financial information. Notable features of the platform include independent calculation services for tax and social legislation, a mortgage assessment tool, and a secure client environment referred to as Figlo Mijnkluis. The platform also offers real-time data aggregation and compliance features, which are intended to support personalized advice and operational efficiency in a digital financial environment.
Key facts
- Founded
- 1996
- Headquarters
- Rotterdam, Netherlands
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 3 products and services
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Contact
- Primary office
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- Phone
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