Your wealth management expertise, enhanced by AI
Figen AI transforms the daily work of wealth advisors with a suite of specialized AI assistants. Generate expert analyses in minutes instead of hours, and provide top-quality, fully documented, and personalized advice
What sets us apart:
Trusted AI for high-stakes environments
Automated Meeting Intelligence
Transform client conversations into compliant file notes and follow-up emails instantly.
Explore Productivity Tools
Live AI Co-pilot
Real-time knowledge support and smart prompts during complex client consultations.
Workflow Automation
Unify data sources to automate manual administrative tasks and back-office workflows.
Team Management
Centralized dashboard to manage team permissions, templates, and practice-wide compliance.
Specialized Financial Simulation
Access advanced simulators for inheritance, tax optimization, and business transfers.
View Analysis Modules
Portfolio Allocation Assistant
AI-driven fund analysis and asset assessment tailored to client risk profiles.
ESG Integration Engine
Automate portfolio diagnostics and fund selection aligned with SFDR and sustainability regulations.
Real-Time Market Intelligence
Generate tailored newsletters and market analysis based on your firm’s specific investment themes.
Guardian Compliance Suite
Automate regulatory checks and risk management for improved institutional visibility.
Learn About Security
European Data Sovereignty
GDPR-compliant infrastructure with local European hosting for total data privacy. ISO/IEC 27001 certification currently in progress.
Automated Anonymization
Technical barriers and manual prompts that prevent the processing of sensitive personal data.
Verified Knowledge Base
AI grounded in 250+ global legal and regulatory databases to ensure accuracy.
Institutional-Grade Integration
Embed specialized AI agents directly into your existing CRM, ERP, or intranet systems.
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White-Label Interface
Deploy AI tools under your own corporate branding for a unified client experience.
Flexible API Access
Plug Figen AI modules into existing advisory tools via a robust API architecture.
Custom Institutional Voice
Fine-tune AI outputs to reflect your firm’s unique tone, style, and professional expertise.
Your mailbox and calendar, in Figen
Connect your Gmail or Outlook mailbox and your calendar: Figen shows your messages, summarises them, drafts your replies — the assistant never sends them without your approval — and links your exchanges to your clients' records. Your calendar shows your next appointment, lets you create one from a client record, and prepares your meetings from the invited participants.
Figen keeps no history of your mailbox: your e-mails are read from your provider when you display them. You can disconnect your mailbox at any time. See our privacy policy — FIGEN OS.
Privacy Policy — FIGEN OS
E-mails read and summarised
Figen shows your messages and summarises them, without keeping a history.
Replies you approve
The assistant drafts your replies; nothing is sent without your approval.
Calendar linked to your clients
Next appointment, creation from a client record, meeting preparation.
AI Assistants Specialized in Finance and Wealth Management
A complete solution to enhance your expertise and productivity in wealth management — our mission: to unlock everyone’s potential through accessible, personalized, and innovative solutions.
- Suite of 16 AI assistants specialized in taxation, wealth management, investment, and financial regulatory compliance
- Secure export of suitability reports and wealth analyses in Word and PDF formats
- Optimized management of your clients with a link between financial analyses and client profiles
What our clients say
Discover the experiences of our clients who have transformed their financial approach with our AI solutions.
Figen AI has become an essential asset in my business. It helps me navigate complex regulatory questions and simplifies my interactions with clients. It's like having an expert at my fingertips, all the time.
I use Figen AI to structure the technical responses I provide to my clients and prospects. Beyond specific research, it serves as my writing assistant for the firm’s communications.
With over three decades in the field, I’ve seen tools evolve, but Figen AI is a true revolution. It provides me with immediate clarity on complex topics and helps me stay agile.
