Visual scenario planning, client engagement tools, real-time updates, intuitive goal tracking, and integration with other Advicent and InvestCloud tools.
More about FIGLO (a product of Advicent/InvestCloud)
Comprehensive tools that help advisors create detailed financial plans for clients, including retirement planning, education funding, insurance needs analysis, estate planning, and cash flow modeling with scenario analysis capabilities.
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Comprehensive Cash Flow Modeling Ability to create detailed cash flow projections for clients over multiple years and scenarios. |
FIGLO provides visual scenario planning, which inherently requires detailed cash flow modeling across multiple years and scenarios. | |
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Goal Tracking Tracks progress toward financial goals like retirement, education, or large purchases. |
Product notes and marketing state 'intuitive goal tracking' and real-time updates for monitoring financial goals. | |
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What-if Scenario Analysis Simulates various scenarios (market changes, life events) to assess plan robustness. |
Promoted 'visual scenario planning' explicitly indicates what-if scenario analysis capabilities. | |
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Tax Planning Supports tax-efficient strategies within the financial plan. |
Integration with InvestCloud (which offers tax planning workflows) and wealth management focus imply tax-efficiency support. | |
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Estate Planning Tools Provides modules to handle wills, trusts, and other estate planning components. |
No information available | |
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Retirement Planning Projections Provides in-depth analysis and projections for retirement needs and distributions. |
Retirement planning is a key use-case in both marketing and third-party reviews. | |
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Asset Allocation Recommendations Generates investment allocation based on risk tolerance and client profile. |
FIGLO offers automated asset allocation features and risk profiling in its documentation. | |
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Debt Management Tracks, projects, and suggests strategies for managing liabilities. |
Debt management is part of FIGLO's personal financial overview according to its website. | |
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Education Planning Modules Includes features to facilitate college or education funding strategies. |
Education goal tracking is a featured use case for goal-based planning within FIGLO's UI. | |
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Balance Sheet Generation Generates current and projected balance sheets for clients. |
Generation of balance sheets is included in standard client reporting and financial overview. | |
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Financial Plan Versioning Stores and manages multiple versions of financial plans for comparison over time. |
Multiple plan comparison and versioning is available according to product videos. | |
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Plan Update Frequency How often financial plan data can be updated (real-time, daily, etc). |
No information available | |
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Monte Carlo Simulation Runs probability-based simulations for plan outcomes. |
Monte Carlo simulation is a highly advertised capability of the FIGLO platform for portfolio and plan projections. | |
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Insurance Needs Analysis Assesses client’s coverage in areas like life, health, and disability insurance. |
Insurance analysis for needs in life, health, and disability is included in the solution's offerings. |
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Bank Account Aggregation Ability to securely aggregate client account data from multiple banks. |
FIGLO integrates with bank feeds and supports account aggregation (via InvestCloud/third parties such as Yodlee). | |
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Investment Account Aggregation Supports data feeds from investment custodians and brokerage accounts. |
Investment account aggregation available via integration features. | |
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Integration with CRM Connects seamlessly with popular customer relationship management systems. |
Integration with CRM (including Salesforce) is referenced as part of the broader Advicent ecosystem. | |
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Integration with Portfolio Management Systems Links to portfolio management/trading systems for synchronized data flows. |
Portfolio management/trading integrations are available via InvestCloud platform connectivity. | |
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APIs Availability Availability of robust APIs for custom data integrations. |
APIs for custom integrations are available, as cited in developer and partner documentation. | |
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Document Management Integration Integrates with external DMS (e.g., SharePoint, Google Drive) for document storage. |
Integration with document management systems such as SharePoint and Google Drive is possible, as stated in support materials. | |
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Real-Time Data Refresh Ability to refresh external account data in real time. |
Real-time data refresh is supported for aggregated accounts in the product. | |
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Data Aggregation Speed The average time to aggregate/update external account data. |
No information available | |
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Custom Data Import/Export Enables manual data import/export (CSV, Excel) for flexibility. |
Supports data import/export via Excel and CSV as standard practice for user flexibility. | |
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Open Banking Integration Supports integration using Open Banking protocols for increased compatibility. |
Open Banking integration is a noted capability to enable connectivity. | |
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Third-Party FinTech Integration Compatible with popular FinTech tools (budgeting apps, robo-advisors, etc). |
Integrates with a range of third-party fintech tools, including budgeting apps and investment advisory platforms. |
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Custom Report Generation Ability to generate tailored reports for client meetings. |
Full custom report generation available for client meetings and communication. | |
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Pre-built Report Templates Includes a library of ready-to-use report formats. |
Includes built-in library of report templates per product documentation. | |
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Data Visualization Tools Provides dashboards and charts for visual representation of financial data. |
Provides dynamic dashboards and visualization tools for planning and reporting. | |
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Automated Report Scheduling Enables automatic, periodic generation and delivery of reports. |
Automated/scheduled report generation is available, as indicated in user guides. | |
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Comparative Analysis Compares historical, current, and projected financial states for clients. |
Comparative scenario analysis is showcased in product demos. | |
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Regulatory Reporting Compliance Generates reports compliant with relevant financial regulations (SEC, FINRA, etc). |
No information available | |
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Customizable Dashboards Allows users to configure personalized analysis dashboards. |
Personalizable dashboards are highlighted as a major advisor and client feature. | |
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Exportable Reports Supports exporting reports in common formats (PDF, Excel, etc). |
Reports can be exported in PDF, Excel, and other formats. | |
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Client Portal Reporting Allows clients to access/view reports online within a secure portal. |
Client portal is described as secure place for report viewing and collaboration. | |
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Actionable Alerts Sends notifications based on key report analytics and triggers. |
No information available | |
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Report Generation Speeds The average time taken to generate a standard complex report. |
No information available |
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Intuitive User Interface Software is easy to navigate with a modern UI/UX design. |
Noted for intuitive, modern user interface and easy client/advisor navigation. | |
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Mobile App Availability Availability of companion apps for iOS and Android devices. |
Mobile app access/companion experience is available for both iOS and Android users. | |
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White-Label Customization Allows firms to brand the platform with their colors and logo. |
White-labeling and branding for firms is an advertised feature. | |
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Multilingual Support Software and documentation are available in multiple languages. |
No information available | |
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Accessibility Standards Compliance Meets standards such as WCAG 2.1 for accessibility to users with disabilities. |
No information available | |
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Client Portal Features a dedicated, secure portal for client access. |
Has a secure client portal with document download, goal tracking, and workflows. | |
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Role-Based Access Controls Supports permission settings by user type or role. |
Role-based user and adviser permissions available as standard. | |
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Multi-Tenant Support Allows large firms with sub-teams to use a single instance. |
Multi-tenant support referenced for enterprises and national/global advisory teams. |
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Encryption in Transit/At Rest Data is encrypted both in transit and when stored. |
Data is encrypted in transit and at rest as noted in security documentation. | |
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Multi-Factor Authentication Supports two-factor or multi-factor authentication for all users. |
Multi-factor authentication is supported per security pages and help documentation. | |
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Audit Logging Maintains comprehensive logs of all system activity for auditing. |
Comprehensive audit logs are provided for all user actions. | |
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Data Residency Options Allows organizations to choose geographic location of data storage. |
No information available | |
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SOC 2/ISO 27001 Certification Holds security certifications such as SOC 2 or ISO 27001. |
InvestCloud/Advicent holds SOC 2 certification as promoted publicly. | |
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GDPR/CCPA Compliance Enables compliance with privacy regulations like GDPR or CCPA. |
Product is GDPR/CCPA compliant as per legal/privacy statement. | |
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User Session Timeout Automatic session expiration after a period of inactivity. |
No information available | |
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Penetration Testing Frequency Number of security penetration tests conducted per year. |
No information available | |
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Data Backup Frequency Frequency at which client data is securely backed up. |
No information available |
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Secure Messaging Provides an encrypted messaging system for advisor-client interactions. |
Encrypted and secure advisor-client messaging is available in-app and via portal. | |
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Advisor Notes/Annotations Allows advisors to make notes directly within client files or plans. |
Advisor notes and annotations are available within client files/plans. | |
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Task Assignment & Tracking Assigns and tracks action items for clients or team members within the platform. |
Task assignment and tracking featured as part of collaboration and onboarding workflows. | |
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Document Collaboration Supports co-editing and feedback features on financial documents. |
Document co-editing/collaboration available via integrated document management. | |
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Client Onboarding Workflow Features streamlined, automated workflows for new client onboarding. |
FIGLO includes streamlined, automated onboarding workflows for advisors and clients. | |
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Email Integration Connects with major email platforms for enhanced communication. |
Integrates with major email platforms for notifications and communications. | |
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Digital Signature Integration Supports e-signatures for important documents within planning workflows. |
Digital signature support is available for client documents and agreements. |
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Personalized Client Dashboards Allows each client’s platform view to be customized to their needs. |
Clients can customize dashboard views and widgets. | |
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Goal-Based Planning Tools Interactive modules for clients to set, adjust, and monitor their own goals. |
Interactive, client-driven tools to create and monitor goals are featured. | |
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Educational Content Library Provides curated financial literacy and education materials for clients. |
Educational content provided for clients for key financial literacy topics. | |
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Automated Financial Health Checkups Presents periodic summary insights and health checks to the client. |
Automated periodic financial health checkups and summary dashboards available for clients. | |
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Client Engagement Analytics Tracks client logins, interactions, and resource use. |
Tracks client logins and portal activity for engagement analytics. | |
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Personalized Notifications Delivers actionable, tailored push or email notifications to clients. |
Supports personalized notifications and alerts to clients via portal and email. |
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ESG Portfolio Planning Allows for incorporating environmental, social, and governance factors in investment plans. |
No information available | |
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Business Owner Planning Tools Specialized features for business succession, liquidity planning, and exit strategies. |
No information available | |
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Complex Trust/Estate Strategies Ability to model GST, CRT, GRAT, ILITs, and similar advanced trust structures. |
No information available | |
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Insurance Product Modeling Supports modeling of complex insurance instruments, including variable life and annuities. |
No information available | |
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Stock Option & Equity Compensation Planning Helps model and optimize corporate compensation (RSUs, ISOs, NSOs, etc). |
No information available | |
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Multi-Jurisdiction Planning Handles planning for clients with assets, income, or heirs in multiple tax jurisdictions. |
No information available | |
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Complex Tax Strategy Modeling Simulates AMT, NII tax, and other complex tax impacts on plans. |
No information available | |
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Currency Support Number of supported global fiat currencies for multi-jurisdiction planning. |
No information available |
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Concurrent User Support Maximum number of simultaneous advisor/client users supported. |
No information available | |
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High Availability Uptime Guarantee The percentage of planned uptime annually. |
No information available | |
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Data Storage Capabilities Maximum supported data storage per client or firm. |
No information available | |
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Geographically Distributed Servers Uses data centers in multiple regions for reliability and speed. |
Employs geographically distributed cloud servers for reliability as part of InvestCloud. | |
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Latency for Core Functions Average latency for critical operations (cash flow calculations, report generation). |
No information available |
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24/7 Support Availability Provides always-on client and advisor tech support. |
24/7 technical support offered for advisors and clients according to help pages. | |
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Dedicated Account Management Assigns account managers for onboarding and ongoing support. |
Dedicated account managers provided for onboarding and support, as listed in enterprise support package. | |
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Online Knowledge Base Maintains searchable, up-to-date product documentation and training resources. |
Comprehensive, searchable online knowledge base and resource center available. | |
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In-Platform Tutorials Interactive, self-guided tours and tooltips for new features. |
In-product guided tutorials and onboarding tours are standard for new users. | |
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Response Time SLA Guaranteed support response time for critical issues. |
No information available | |
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Community Support Forums Active online forums for user collaboration and troubleshooting. |
User community forums hosted for troubleshooting and peer collaboration. |
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