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Description

Figlo is a comprehensive SaaS platform designed for financial services professionals. It streamlines client data management, both through manual entry and integrations with applications like Ockto. Figlo enables advisors to create, analyze, an...

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Use Cases

Key Features

  • Third-Party Integrations
  • API
  • Activity Dashboard
  • Reporting & Statistics

Made For

Industries

  • Financial Services
  • Wealth Management
  • Insurance
  • Mortgage Lending
  • Financial Planning

Customer Segments

  • Small Businesses
  • Mid-size Businesses

Supported Platforms

  • Web
  • Mobile

Pros

  • Comprehensive financial planning capabilities covering a wide range of products.
  • Strong collaboration features with a secure client portal.
  • Integration with external data sources and product comparison tools.
  • Scenario-based planning allows for robust 'what-if' analysis.
  • Customizable reporting for advisors and supervisors.

Cons

  • Potential learning curve for users unfamiliar with financial planning software.
  • Reliance on external integrations (like Ockto) could create dependencies.
Company Name
Figlo
Year Founded
2008
HQ Location
Amsterdam, Netherlands
LinkedIn
51-200 employees
@figloHQ
1K-5K followers

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