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Description
This platform dedicated to financial wellness delivers customized solutions specifically designed to address the distinct requirements of various businesses. By utilizing its APIs, users can create applications featuring in-depth financial forecasts. The white-label financial planner offers a complete DIY financial planning experience, while interactive calculators can be seamlessly integrated into websites to enhance user engagement. Additionally, the platform prioritizes educational resources and classes, fostering increased financial confidence and literacy among users. Financial advisors are equipped with specialized tools that facilitate close collaboration with clients on their financial strategies. The platform's comprehensive approach incorporates the Financial Projection Engine (FPE), which provides detailed financial analyses that empower individuals to make well-informed decisions regarding their finances and time management. Furthermore, the straightforward implementation process, whether through customizable planners or APIs, guarantees a smooth alignment with a business's objectives, ultimately enhancing overall user satisfaction.
Description
For many years, Figlo has maintained its position as the premier provider of API-driven calculation services and applications within the institutional market. Acting as an 'invisible force,' Figlo powers a multitude of online initiatives, particularly in the mortgage sector. Furthermore, we extend our calculation core solutions to various other platforms, including comprehensive pension planners and integrated financial planning tools. Our independently guaranteed calculation services ensure accurate compliance with tax and social legislation throughout every stage of the advisory process, from initial exploration to detailed financial planning. At Figlo, we are committed to delivering intuitive software solutions tailored for financial advisors, accountants, and corporate clients. Additionally, through our extensive network of integration partners, we offer a complete solution that streamlines operations. This efficiency not only saves you valuable time but also allows you to focus more on nurturing your client relationships, enhancing overall service quality.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
$120 per year
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Boldin
Founded
2015
Country
United States
Website
www.boldin.com/retirement/enterprise/home/
Vendor Details
Company Name
Figlo
Founded
1996
Country
The Netherlands
Website
www.figlo.com
Product Features
Product Features
Financial Management
Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management