Figlo
4.4
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.
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Current average rating is based on research conducted at Exafol