Who Uses This Software?

The target market for Figlo are insurance sales reps who want to continue to engage clients after the initial sale and continue to offer them ongoing services and expand the relationship.


Average Ratings

  • Overall
  • Ease of Use
  • Customer Service

Product Details

  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Business Hours

Vendor Details

  • Advicent
  • www.advicentsolutions.com/
  • Founded 2011
  • United States

About Figlo

Figlo is a flexible, goal-based needs analysis application and client portal solution. With its out-of-the-box assessment tool, Figlo enables advisors to present more meaningful value propositions and provide quality recommendations to prospects and clients alike.


Spotlight_media_placeholder

Figlo Features

  • "What If" Scenarios
  • Audit Trail
  • Balance Sheet
  • Cash Management
  • Consolidation / Roll-Up
  • Forecasting
  • General Ledger
  • Income Statements
  • Multi-Company
  • Multi-Department / Project
  • Profit / Loss Statement

Figlo Reviews

No reviews, be the first!