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
Sourced and Expert-Validated Data
Access an encyclopedia of reliable and verified knowledge, maintained by our experts. Our AI assistants rely on sourced and up-to-date data to provide you with accurate and compliant answers.
Real-Time News
Stay informed about the latest news relevant to your field. Our AI agents analyze and integrate recent information to provide you with advice that is always up to date and aligned with regulatory developments.
Continuous AI Assistance
Enjoy 24/7 support through our AI assistants. No matter the time, get instant answers and solutions tailored to your professional needs.
+ 1,000
Wealth managers trust us
10 h
saved each week
20
Dedicated agents
2 k
Reports / Day
AI Platform for Wealth Management Advisors
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.
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Suite of 16 AI assistants specialized in taxation, wealth management, investment, and financial regulatory compliance
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Secure export of suitability reports and wealth analyses in Word and PDF formats
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Optimized management of your clients with a link between financial analyses and client profiles
Try it free for 14 days.
Simple and Flexible Pricing
Change or cancel your subscription at any time
No commitment
Annual commitment
Figen AI Starter
Start using AI easily to optimize your business.
69
€ Excl. tax
/ month
Annual commitment
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Wealth Management Expert
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Fast
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Tax Expert
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Assistant immobilier expert
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Communication
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News
Figen AI Premium
Boost your business performance with AI and your data
Popular
99
€ Excl. tax
/ month
Annual commitment
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AI assistants from the Starter plan, plus:
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Des assistants spécialisés :
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Wealth Assessment
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Estate Transfer
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DMTG
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Contracts / Funds
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Portfolio Allocation and Investment
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Suitability Report
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Arbitrage Report
Figen AI Premium +
Boost your performance with AI agents and intelligent recording of your customer appointments.
139
€ Excl. tax
/ month
Annual commitment
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All the assistants in the premium pack.
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A meeting recorder:
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- Connected to your CRM
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- Wealth management expert
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- All formats: video, phone, in-person
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- Compliant with the CNIL
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- Who automates information gathering
Nos solutions sur mesure pour les groupements, banques, sociétés de gestion et plateformes numériques.
What our clients say
Discover the experiences of our clients who have transformed their financial approach with our AI solutions.
Figen AI est devenu un atout essentiel dans mon activité. Il m’aide à naviguer dans des questions réglementaires complexes et simplifie mes interactions avec mes clients. C’est comme avoir un expert à portée de main, en permanence.
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.
