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

Deployed for wealth management firms adviser groups networks white label financial institutions

  • 1,000+ wealth management professionals use Figen AI
  • 10 h saved every week, per user
  • 16 specialised AI assistants
  • 100% of calculations done by deterministic code, never by the AI

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.

    • Meet, Teams, Zoom or in person
    • Live transcription, or dictation after the meeting
    • A coach during the meeting, suggesting when to follow up
    • Minutes by type of meeting: discovery, review, internal
    • Client record brought up to date: proposed by the AI, approved by you

  • Calendar and email

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

    • Emails read, summarised and matched to the right client file
    • Replies drafted for you, never sent without your approval
    • Next meeting created from the client record
    • No history kept; disconnect your mailbox at any time

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.

    • Also in the mobile app, alongside the Recorder
    • Requests in plain language
    • Several experts in parallel: tax, legal, retirement, estate planning
    • Connected to your CRM, email, calendar and documents
    • Each assistant shows its reasoning in a report you can open

  • CRM

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

    • Client and household records: assets, goals, history of exchanges
    • Client alerts and business opportunities detected automatically
    • Subscription and follow-up: KYC, management acts, post-subscription alerts

  • 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.

    • A view at tax-household level: several people, several institutions
    • Banks and insurers, in France and abroad
    • Wealth reviews and simulations fed automatically
    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

    The Guardian Compliance suite: entry documents, engagement letter, order-transmission and management mandates and KYC generated from the record, suitability statement, procedures kit and annual review.

    • Generated from your professional body’s template (CNCGP, CNCEF…) or your own
    • Anti-money-laundering checks built into the KYC journey
    • MiFID II and IDD journeys: risk profile, duty of advice, traceability
    • Nothing is made up: the document uses your data and is yours to review before sending

  • Signatures

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

    • Sent by email or signed on the spot, with automatic reminders

Search

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

  • Atlas

    The wealth management encyclopaedia: sourced and dated entries, with their legal texts, case law and documents ready for your client meetings.

    • Sources on every line: BOFIP, Légifrance, tax treaties, opened in one click
    • Case law: Judilibre decisions, one click from the entry
    • Documents for your client meetings: PowerPoint and Word exports, in your colours and with your logo
    • Over 30 expert topics: succession, holding companies, retirement, business transfer…
    • “Common misconceptions”: myths debunked, with worked cases

    Sources and case law

    • BOFIP
    • Légifrance
    • Judilibre
    • Tax treaties

    Client meeting documents, in your colours and with your logo

    • PowerPoint
    • Word

  • Calculators

    Income tax, capital gains, gifts, inheritance, holding companies, PER retirement plans: the tax and financial calculations of wealth management, with an audit trail for every calculation.

    • Same data, same result: reproducible and auditable
    • Up to date with the finance acts
    • Driven by Super Agent, which picks the calculator and fills in the fields

    Main calculators

    • Income tax
    • Real estate and securities capital gains
    • Crypto-assets
    • Gifts and inheritance
    • Life insurance and inheritance
    • Usufruct and bare ownership
    • Corporate tax and directors’ dividends
    • Holding companies and contribution-sale
    • LMNP furnished rentals and SCPI
    • Viager life annuity sales
    • PER: ceiling and annuity
    • Buying back pension quarters
    • BSPCE, stock options and free shares
    • Pinel, Malraux, Denormandie, Girardin
    • Tax treaties and expatriation
    • Scenario comparison

  • Allocations

    Funds, real estate funds and structured products, with live Morningstar data: correlation matrices, portfolio tracking and the investment options of 1,500 contracts.

    • Correlation matrices
    • Portfolio tracking
    • Investment options in 1,500 contracts
    • Fund analysis matched to the risk profile
    • Contract comparisons: life insurance, capitalisation, PER, SCPI
    • SFDR-compliant portfolio diagnostics
    • Market watch on your themes

  • 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.

    • Searchable by the AI: a document found with one question

  • Presentations

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

    • Your firm’s logo and colours applied
    • Level of detail of your choice: summary, standard or analytical
    • Edit by hand or with the AI, export or share by link
    • Full wealth reviews, from meeting minutes or a simulation

Phone and computer

Start on your phone, finish on your computer

What you start on your phone, you finish on your computer: Figen OS keeps the same account and the same data from one device to the next, with nothing to transfer.

  1. On your phone

    In the mobile app, you record the meeting and hand the follow-up to the Super Agent. Your phone’s browser works too, with nothing to install.

  2. In your account

    The meeting, its transcript and your request are filed in one place, under the right client. Nothing to export, nothing to send.

  3. On your computer

    Pick up where you left off: the minutes to review, the client record to approve, the presentation to finish, and the conversation that carries on.

The core of Figen OS

Search, reason, consolidate

Every answer already exists, in the tax code, the BOFIP, case law and your tools. Figen OS brings them together, sources them and builds the context of each client file. Its assistants work in parallel, and calculations run as code.

  1. Your request

    You write as you speak, for example: “Prepare my Thursday meeting and suggest tax optimisation options.” Super Agent, the Figen OS copilot, reads the request and splits it up.

    Plain language no syntax to learn.

  2. The client’s context

    Figen OS brings together the client and household record, your emails, your meeting minutes, your documents and, as an option, their aggregated accounts. Nothing is re-keyed.

    1 screen for the household’s entire wealth.

  3. Experts in parallel

    Super Agent brings in the relevant assistants at the same time: tax, legal, retirement, estate planning. Sixteen specialised assistants can work on the same request, and each shows its reasoning.

    Minutes instead of hours to prepare a file.

  4. Sourced answers, case law included

    Every answer points to its source: the legal texts (BOFIP, Légifrance), case law (Judilibre) and tax treaties, brought together in Atlas, the wealth law encyclopaedia, with more than 250 legal and regulatory databases. Its entries export to PowerPoint and Word, in your colours and with your logo, for your client meetings.

    No guesswork every answer can be checked at the source.

  5. Calculations done by code

    Simulations and tax calculations (income tax, capital gains, inheritance, corporate tax, PER…) run through calculators in deterministic code, up to date with the finance acts. Same data, same result. The AI understands the request and explains the result; the code calculates.

    100% deterministic the AI explains, the code calculates.

  6. Deliverables ready to review

    Meeting minutes, follow-up email, presentation in your firm’s colours, entry document, engagement letter and suitability statement come out ready to review. Nothing is sent to the client without your approval.

    2 to 3 min for a client presentation ready to send.

  7. Inside a closed enclosure

    Data is stored on servers located in France, the AI is processed in the European Union and nothing leaves it. Your data is never used to train a model.

    Hosted in France no transfer outside the EU.

    Data protection and cybersecurity

Figen OS drawn as a circuit board: your data and the sources on the left and at the top, Super Agent and sixteen assistants in the centre, the calculators on the right, the deliverables at the output, all inside an enclosure hosted in France.

The parts of the board

Your request
A plain-language request, typed or dictated, which enters through Super Agent.
Your data
Client and household records, email and calendar, documents and meeting minutes: the context of each file.
Aggregation
The household’s accounts and contracts, across several institutions, linked to the record with no re-keying. Optional, with Flanks.
Atlas, sources and case law
The wealth law encyclopaedia, sourced line by line: legal texts, case law, tax treaties and more than 250 legal and regulatory databases. Its entries export to PowerPoint and Word, in your colours and with your logo.
Super Agent
The Figen OS copilot: it understands the request, opens the right apps and shares the work among the assistants.
16 specialised assistants
Tax, legal, retirement, estate planning: assistants that work in parallel on the same request.
Calculators
Tax and financial calculators (income tax, capital gains, inheritance, corporate tax, PER…), in deterministic code, reproducible and auditable.
Deliverables
Meeting minutes, PowerPoint and Word presentations, compliance documents and emails, ready to review.
The enclosure
Hosting in France, AI processed in the EU, encryption, separated spaces and two-factor authentication.

Deployments

Figen OS adapts to your organisation

From the independent firm to the financial institution, the same Figen OS is deployed to fit: as a subscription for a firm, organised and managed for a group or a network, under your brand, or on a dedicated instance, up to SecNumCloud hosting.

Wealth management firms

A subscription started online, with a 14-day free trial: Figen OS works alongside your practice management software, or serves as one if you have none.

  • Wizio, albR or MyGestionPrivée combined with Figen OS, if you already use them
  • Your documents with your logo and colours
  • Hosted in France, with the AI processed in the European Union
  • SecNumCloud option for the most demanding firms

Adviser groups

All your members equipped, each in their own space, within one organisation.

  • An organisation that mirrors yours: group, firms, advisers, with rights and data visibility at each level
  • Each firm’s data kept separate from the others’
  • Modules switched on and settings per firm: name, logo, colours
  • Figen AI Academy to train your members in AI applied to wealth management

Networks

Your regions, firms and advisers deployed, governed and managed from one Figen OS.

  • Custom roles, modules switched on per firm or per team
  • Management dashboards across the whole network
  • Files shared between advisers, read-only or editable, with an expiry date and a log
  • GDPR register kept in the tool: access and erasure requests

White label

Your AI tools and your documents under your brand: Figen OS speaks with your group’s voice.

  • Your brand, your logo and your colours
  • Institutional voice: the group’s tone, vocabulary and templates respected
  • Agent factory: agents that follow your processes and formats
  • API access: Figen OS connected to your CRM and internal systems

Financial institutions

Private banks, asset managers, insurers and mutual insurers: a dedicated deployment, with the level of security a financial institution requires.

  • Dedicated instance, with SecNumCloud hosting as an option at 3DS OUTSCALE (Dassault Systèmes), for hosting and AI alike
  • IP address allowlist and dedicated firewall, on request
  • Connected to your internal systems through the API
  • Assessed by the private bank of a major French banking group, after several months of review by its cybersecurity and GDPR teams

Options, to match your requirements

For everyoneDepending on your organisation
Hosting In France, with the AI processed in the European Union: no data leaves it Dedicated instance; SecNumCloud hosting at 3DS OUTSCALE (Dassault Systèmes)
Security Encryption, mandatory two-factor authentication, separate spaces IP address allowlist, dedicated firewall
Brand The firm’s logo and colours on documents White label, institutional voice
Organisation Rights, templates and compliance across the firm Group, regions, firms: rights at each level, custom roles, management dashboards
Integrations Claude, ChatGPT, Gmail, Outlook; Wizio, albR, MyGestionPrivée API access to your CRM and internal systems
Assistants Super Agent and 16 specialised assistants Agent factory: your processes and your formats
Training Free AI masterclasses Certifying training for your teams, with Figen AI Academy

Built for every wealth management profession

  • Wealth management advisers
  • Wealth engineers
  • Insurance agents
  • Brokers
  • Family office managers
  • Private bankers
  • Chartered accountants
  • Notaries
  • Lawyers
  • Asset management companies
  • Insurers and mutual insurers
  • Networks and groups

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

Data protection and cybersecurity

Your data and your clients’ data stay yours

The measures Figen AI takes to protect your firm’s data and your clients’ data.

Your data stays in France and in Europe

  • Hosting in France

    Your firm’s data is stored on servers located in France.

  • AI processed in Europe

    The AI models used run on servers located in the European Union.

  • No transfer outside the EU

    Your data does not leave the European Union.

Your data is never used to train an AI

  • No training, not even on anonymised data

    Neither our models nor our providers’ models are trained on your requests or documents. This commitment is guaranteed by contract.

  • Calculations are not done by the AI

    Simulations and tax calculations are performed by deterministic, traceable and auditable code. The AI is used to understand the request and present the result.

The protections in place on the platform

  • Encryption

    Data encrypted in transit and at rest.

  • Two-factor authentication

    Mandatory for all Figen OS accounts.

  • Separated spaces

    Each firm’s data is kept apart from every other firm’s.

  • On request

    Access restricted by IP address allowlist and a dedicated firewall.

A security level suited to financial institutions

  • SecNumCloud hosting as an option

    For institutions that require it, Figen OS can be deployed on a dedicated instance with 3DS OUTSCALE (Dassault Systèmes), qualified SecNumCloud by ANSSI, the French national cybersecurity agency, for both hosting and AI.

  • Selected by Dassault Systèmes

    Figen AI was selected by 3DS OUTSCALE (Dassault Systèmes) for its artificial intelligence support programme, OUTSCALE for Entrepreneurs.

    3DS OUTSCALE Dassault Systèmes

  • Assessed by a bank

    Figen AI was selected by the private bank of a major French banking group, after an assessment of several months by its cybersecurity and GDPR teams.

You stay in control of your data

  • Reversibility

    Your data remains yours: you can obtain a structured export, for example in Excel.

  • Client consent

    A ready-to-use consent form is provided for recording your meetings.

  • Certifications

    SOC 2 Type II and ISO 27001 certification processes under way.

  • A human always approves

    Nothing is sent to the client without your review.

The detail of the controls is published on the Figen AI trust center: trust.figenai.com

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, tax and financial 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, and on your phone with the mobile app, which includes the Recorder and the Super Agent.

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 France, and the AI models are processed in the European Union: no data leaves it. It is never used to train a model, not even anonymised, a commitment guaranteed by contract. For institutions that require it, SecNumCloud hosting with 3DS OUTSCALE (Dassault Systèmes) is available as an option. When your subscription ends, your data is returned to you as a structured export, or deleted.

Figen AI Cyber, the Figen AI group’s cybersecurity consultancy, is contracted separately.

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.