Former Microsoft executives are out to make Figlo compete with EISI
The Dutch financial planning software has a solid history with European banks, and is gaining traction with RIAs
How Edelman Financial Engines spin-off deal became a RetireOne engine that's heating up the RIA annuity game again
The fee-based annuities marketplace of Aria Retirement Solutions adds Edelman's broker-dealer, 6,000 clients, 'hundreds of millions' in client assets and an old hand
November 20, 2019 – 10:19 PM
Technology Tools for Today
Top Executive: Joel Bruckenstein
Frederick Van Den Abbeel
I met the executives from Figlo at the recent T3 conference in Florida. They have developed something special and I feel they might become a very unique player in the financial planning software market. I wish them all the best!
Albert van den Broek
@Frederick: thank you very much for your kind words!
@Nevin: great article. thank you!
Just to clarify some statements mentioned here: Figlo has indeed a strategic partnership with Pareto. Their efficient platform is optimized for the Figlo Platform, enabling us to offer a complete & compliant integrated Financial Planning/Financial Advisory solution to the Financial Industry. Absolutely great, and I’d recommend you all to contact us for a demo.
Though, Pareto is a preferred partner for CRM integration. This has nothing to do with exclusive delivery of the Figlo Platform in the USA whatsoever. And, of course, it’s also possible to solely buy the Figlo Platform directly from Figlo.
Actually, the Figlo Platform has the ability to integrate with any (CRM or workflow) solution available in the market today. As the Figlo Platform is completely web services based, integration with any available solution is possible. For instance, integration with Microsoft Dynamics CRM 2011 is already finalized, and there’s more to come. Again, that basically means that distribution and reselling of the Figlo Platform doesn’t exclusively go through Pareto. Although we’re convinced that the current Pareto partnership brings you the best of both worlds, we’re always more than willing to consider any other integration that’s needed in the market. Actually, that’s what the Figlo Platform makes so unique and flexible. So in case you’d like to know more about this, or when you’d like to partner with Figlo: please don’t hesitate to contact us.
Concerning the reseller model: I think Jessica is right: serving the RIA & FIA market through resellers is not the ideal way, and is aslo definitely not our aim. The good news is that we’re currently setting-up a channel, to serve and support this market directly. Will keep you posted!
Albert van den Broek