Mark Loosmore of AT8 Group looks at a financial planning system from the Netherlands that is getting a lot of attention around the globe - namely Figlo.
In reality, describing the differentiation of the Figlo solution as being its user interface is doing it a disservice. While the look and feel is different, the whole way in which the functions are laid out and organised represents a fundamental change of approach compared to other solutions in the market. There are four distinct sections within the solution – ‘What the client has’, ‘what they want’, ‘what they need’ (to get what they want) and ‘what they should do’. Four clearly labelled tabs – Have, Want, Need and Do are presented for the adviser to navigate this process with wizards i...
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