Home › Financial Planning Software › Figlo

Figlo Reviews, Pricing, Features & Alternatives in 2026

Figlo is a financial planning software that helps financial professionals and their clients understand and influence their financial future through accurate advice and personalized insights.

Financial Planning Software Financial Advisory Software SaaS Platforms for Financial Services
0.0 (0) reviews)
• Write a Review
Founded • Netherlands • Cloud-based
Start Free Trial Visit Website

Product Overview & Demo

Main Demo Video

Overview
Features
Setup

What is Figlo?

Figlo empowers you as a financial professional with innovative SaaS technology designed specifically for the financial sector. It enables you to deliver clear financial insight, comprehensive overview, and personalized financial narratives to your clients. With its independent calculation services, you can be confident that fiscal and social legislation are correctly accounted for throughout the entire advisory process. This ranges from initial orientation and insight all the way to complete financial planning.

With Figlo, you can help your clients understand and impact their financial future by providing accurate, regulated, and well-structured financial advice. The platform serves both advisors and their clients by streamlining financial planning tasks and ensuring compliance with current laws. Figlo’s mission is to equip everyone with the ability to achieve financial clarity and influence their future effectively through its experienced and evolving SaaS solutions.

Screenshots & Interface

Dashboard View

Main dashboard with project overview

Kanban Board

Kanban-style task management

Timeline View

Gantt chart timeline view

Automations

Workflow automation builder

Key Features

Integrations

:

Pricing Plans

Pros & Cons

Pros

Cons

Who Should Use Figlo?

Best for Company Sizes

Popular Industries

Our Verdict

Ready to Try Figlo?

Start your 30-day free trial today—no credit card required. See why over 15,000 teams trust Figlo

Start Free Trial Visit Website

User Reviews

Overall Rating

0.0
Based on 0 reviews

Ratings Breakdown

5 ★
0%
4 ★
0%
3 ★
0%
2 ★
0%
1 ★
0%

Secondary Ratings

Ease of Use
0.0
Value for Money
0.0
Customer Support
0.0
Functionality
0.0
View All 0 Reviews

Figlo Alternatives

Comparing options? Here are some popular alternatives to Figlo:

Newbury Partners

Financial Advisory Software

0.0 (0 reviews)

Newbury Partners is a financial advisory software platform tailored to assist financial advisors and investment professionals in managing their client

Starting at Custom Pricing
View Details Compare

Blue Tree Advisors

Financial Advisory Software

0.0 (0 reviews)

Blue Tree Advisors is a comprehensive financial advisory software designed to enhance your investment management and portfolio oversight capabilities.

Starting at Custom Pricing
View Details Compare

Anaplan

Financial Planning Software

0.0 (0 reviews)

<p>Anaplan is an AI-powered scenario planning and analysis platform designed to eliminate business silos and foster collaboration across your organiza

Starting at Custom Pricing
View Details Compare

Conquest Planning

Financial Planning Software

0.0 (0 reviews)

<p>Conquest Planning is a powerful financial planning software designed to democratize access to personalized financial advice for clients ranging fro

Starting at Custom Pricing
View Details Compare

Capsearch

Financial Advisory Software

0.0 (0 reviews)

<p>Capsearch is a comprehensive advisory platform designed to assist financial advisors, accountants, and financing specialists in helping entrepreneu

Starting at Custom Pricing
View Details Compare

DIGGLE

Financial Planning Software

0.0 (0 reviews)

<p>DIGGLE provides a centralized platform to automate your budgeting, forecasting, and financial data management. It eliminates manual Excel work by i

Starting at Custom Pricing
View Details Compare

Dynamic Planner

Financial Planning Software

0.0 (0 reviews)

<p>Dynamic Planner is a comprehensive digital advice platform designed to support financial advisers and firms in delivering efficient and compliant f

Starting at Custom Pricing
View Details Compare

Poindexter

Financial Planning Software

0.0 (0 reviews)

<p>Poindexter is designed to make financial planning accessible to anyone, regardless of their finance or accounting expertise. It allows you to set u

Starting at Custom Pricing
View Details Compare

CogniCor

Financial Advisory Software

0.0 (0 reviews)

<p>CogniCor is an AI assistant platform tailored specifically for financial advisors, including RIAs and broker-dealers. It automates time-consuming t

Starting at Custom Pricing
View Details Compare

Goldstone Financial Group

Financial Planning Software

0.0 (0 reviews)

<p>Goldstone Financial Group offers a platform that enables you to develop individualized, comprehensive financial plans with your unique needs at the

Starting at Custom Pricing
View Details Compare

Brighton Jones

Financial Planning Software

0.0 (0 reviews)

<p>Brighton Jones is a financial planning software designed to help individuals and families manage their wealth with a holistic approach. It acts lik

Starting at Custom Pricing
View Details Compare

Cube

Financial Planning Software

0.0 (0 reviews)

<p>Cube is a no-code financial planning software designed for mid-market and enterprise finance teams to transform disconnected spreadsheets and manua

Starting at Custom Pricing
View Details Compare

Deutsche Fintech Solutions GmbH

Financial Advisory Software

0.0 (0 reviews)

<p>Deutsche Fintech Solutions GmbH creates user-centric digital solutions tailored for wealth advisory, enabling financial advisors to deliver improve

Starting at Custom Pricing
View Details Compare

IntelliFlo

Financial Planning Software

0.0 (0 reviews)

<p>IntelliFlo offers a comprehensive financial planning platform designed primarily for advice firms in the UK. It enables you to manage the entire cl

Starting at Custom Pricing
View Details Compare

Hubly

Financial Advisory Software

0.0 (0 reviews)

<p>Hubly is designed to transform your financial advisory firm's operations by providing a centralized platform to manage client onboarding, recurring

Starting at Custom Pricing
View Details Compare

Request a Demo of Monday.com

Fill out the form below and we'll connect you with Monday.com

Your review helps others make better software decisions

1 = Poor | 2 = Fair | 3 = Average | 4 = Good | 5 = Excellent
Ease of Use
Value for Money
Customer Support
Features/Functionality
Max 60 characters
Minimum 150 characters, maximum 1000
Minimum 30 characters
Minimum 30 characters
Not at all likely (0) 5 Extremely likely (10)
We'll send a verification link to this email