Related Products
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About
Figlo has been the undisputed market leader in the field of API-driven calculation services and applications in the institutional market for years. As an 'invisible force', it is the engine behind numerous online initiatives, including within the mortgage domain. In addition, we provide the same solution as a calculation core under many other portals such as comprehensive pension planners and holistic planning solutions. The independently guaranteed calculation services offer you a guarantee for the correct calculation of tax and social legislation in all phases of the advice process, from orientation to insight and overview, to complete financial planning. At Figlo, we believe in providing easy-to-use software for financial advisors, accountants and corporate clients. In addition, we are able to offer a total solution with our network of integration parties. We save you time and enable you to pay more attention to your customers.
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About
We stand for being able to engage by breaking it down the easiest things possible. making it simple, granular, easy is our way of driving value. We stand for create sustainable, durable, value capture for fee only advisors. The value can be captured by creating a whole new revenue stream for clients. Make them be able to capture the value by adding this as a service they offer their clients above and beyond their current services. Allowing them to truly capture the implementation portion of the plan. We believe in Win-Win situations — it’s mutually beneficial for the planner and clients. We believe in checklists, the power of checklists and how they can transform your life, and your client's life one simple action at a time. We help Advisors by making your Financial Advisor more visible, and dynamic in a way that helps remind, and nudge the key recommendations on Financial Planning.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Financial services firms seeking a solution to manage their calculation services
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Audience
Companies searching for a solution to manage and improve their operations
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Not Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Supported
Online
Not Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
No information available.
Free Version
Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Company InformationFiglo
Founded: 1996
The Netherlands
www.figlo.com
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Company InformationMyPlanMap
Founded: 2014
Canada
www.MyPlanMap.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Financial CRM Features
Account Alerts
Supported
Asset Management
Not Supported
Expense Tracking
Not Supported
Household Tracking
Not Supported
Influence Tracking
Not Supported
Lead Management
Not Supported
Marketing Management
Supported
Relationship Tracking
Supported
Team Assignments
Supported
Territory Management
Not Supported
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Integrations
No info available.
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Integrations
No info available.
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