Figen OS. Your whole practice in one workspace

Figen OS is Figen AI’s workspace for wealth management advisers. Your clients, calculations, compliance, meetings and documents each open in their own window, side by side, and an assistant can act in any of them.

Browse the apps

The apps

What Figen OS contains

Figen OS files its apps in five folders, as in its dock: Capture, Advise, Check, Search, Deliver.

Capture

What is said in meetings and what arrives by email goes into the client’s file.

  • Recorder

    Your meetings, by video or in person: transcription, a live coach during the conversation, minutes written at the end.

  • Calendar and email

    Your Gmail or Outlook mailbox and calendar, connected: messages and meetings are filed under each client.

Advise

Client follow-up fits in one record, with an assistant that acts on it.

  • Super Agent

    The assistant that carries out your requests: it opens a record, runs a calculation, drafts a document. Tax and legal experts work alongside it.

  • CRM

    The complete client record: household, assets, income, investor profile.

  • Tasks

    Your tasks as a list, a table or a kanban board, linked to your clients.

  • Aggregation

    Your clients’ accounts and contracts linked to their record, with no re-keying. Optional.

    The Figen OS – Flanks aggregation offering

  • Connect client portal

    A space for your client, with their documents, meeting minutes and presentations.

Check

Regulatory documents start from the client record, not from a blank page.

  • Compliance

    Entry documents, engagement letter, order-transmission and management mandates and KYC generated from the record, suitability statement, procedures kit and annual review.

  • Signatures

    Electronic signature of your documents with Youtrust, tracking and proof included.

Search

In-depth answers are sourced and dated, and every calculation shows its steps.

  • Atlas

    The wealth management encyclopaedia: sourced and dated entries.

  • Calculators

    269 tax and financial calculators, with an audit trail for every calculation.

    Calculator families

    • income tax
    • business tax
    • company directors
    • real estate
    • estate planning
    • savings and retirement
    • international
    • consolidated simulations

  • Allocations

    Funds, real estate funds and structured products, with live Morningstar data.

  • Case law

    Court decisions that matter for wealth advice, one search away.

  • Companies

    Legal information on your clients’ companies, with Pappers.

  • La Quotidienne

    The morning newsletter: wealth management news, sorted and summarised.

Deliver

What the client receives comes out ready to send.

  • Documents

    The practice’s document store, 20 GB, with a folder per client and sharing on the client portal.

  • Presentations

    Notes, presentations and documents ready to send, exported to PowerPoint, PDF or Word.

Integrations

Figen OS connects to the tools you already use

Ten Figen OS integrations are available today, and six Google and Microsoft integrations are on the way.

AI assistants

Claude and ChatGPT connect to Figen OS: your assistant reaches your Figen clients and documents, and any change it makes waits for your approval.

  • Claude Anthropic’s assistant Available
  • ChatGPT OpenAI’s assistant Available

Partner management tools

Wizio, albR and MyGestionPrivée work together with Figen OS. You keep your tool, and a client record sent from it opens in Figen OS.

  • Wizio Management tool Available
  • albR Management tool Available
  • MyGestionPrivée Client journey and fact-find Available

Email and calendar

Connect Gmail or Outlook: your calendar comes with it, and your messages are filed under each client.

  • Gmail and Google Calendar Email and meetings Available
  • Outlook and Microsoft calendar Email and meetings Available

Data and services

Electronic signature goes through Youtrust, fund data comes from Morningstar and company information from Pappers.

  • Youtrust Electronic signature Available
  • Morningstar Fund data Available
  • Pappers Company information Available

Coming soon

Spreadsheets, file storage and video calls: Google and Microsoft are joining the list.

  • Google Sheets Spreadsheets Coming soon
  • Google Drive Files Coming soon
  • Google Meet Video calls Coming soon
  • Microsoft Excel Spreadsheets Coming soon
  • SharePoint and OneDrive Files Coming soon
  • Microsoft Teams Video calls Coming soon

Bank account and contract aggregation goes through the Figen OS – Flanks aggregation offering. See the aggregation offering

FAQ

Frequently asked questions about Figen OS

What is Figen OS?

Figen OS is Figen AI’s workspace for wealth management advisers. It brings together a CRM, an assistant that carries out your requests, 269 calculators, compliance documents, the meeting recorder and a document store, in windows open side by side. It runs in the browser, with nothing to install.

How do I start a Figen OS subscription?

You start the subscription online, on v2.figenai.com, with a 14-day free trial. Pricing is not published: it is given on request or during a 30-minute demo.

Does Figen OS work with Claude and ChatGPT?

Yes. Claude and ChatGPT connect to Figen OS: the assistant you already use reaches your Figen clients and documents. Any change it makes, such as editing a client record, waits for your approval.

Do I have to leave Wizio, albR or MyGestionPrivée to use Figen OS?

No. Figen OS works together with these tools: you keep your management tool, and Figen OS adds the assistant, the meeting recorder and documents ready to send. A client record sent from your tool opens in Figen OS.

Is bank aggregation included in Figen OS?

Account and contract aggregation is an option of Figen OS. It goes through the Figen OS – Flanks aggregation offering, which links your clients’ holdings to their record with no re-keying.

Where is Figen OS data hosted?

Data is hosted in Europe, in France, and is never used to train a model. It is returned to you or deleted when your subscription ends.

Get started

Get started with Figen OS

The subscription starts with a 14-day free trial. To see Figen OS on your own cases before deciding, book a 30-minute demo.

Start my subscription — 14-day free trial Book a 30-minute demo

No price is published: pricing is given on request.