What does Figen AI do for a notary?
Figen AI is French AI software for wealth management and finance professionals. For a notary’s office, it brings wealth analysis, sourced tax calculations and the drafting of client deliverables into a single workspace, together with a wealth CRM and the aggregation of your clients’ data.
Analyse a situation and quantify an estate transfer
Figen AI’s calculators quantify a gift, an estate, a split of ownership or the transfer of a life insurance policy, and every step of the calculation stays visible.
- A structured wealth review: family situation and matrimonial regime, net worth and breakdowns, points of attention and optimisation levers.
- Deterministic, sourced calculators, versioned by tax year: you choose the year, and the result updates live.
- Full ownership, usufruct and bare ownership valued in the client’s record.
- Scenario comparison, to support a recommendation.
The AI explains, the code calculates: no figure is ever made up.
Assistants specialised in tax and law
Figen AI brings together assistants specialised in tax, law, financial analysis, drafting, research and monitoring, which work together on a request and return a complete, sourced answer.
- Atlas, Figen AI’s wealth management encyclopaedia: sourced and dated entries, linked to the BOFIP, Légifrance and case law from Judilibre.
- Search across uploaded documents: a deed, a contract or a statement becomes a source for the answer.
- Documents attached to a request, analysed with it.
- Regulatory and case-law monitoring built into the assistants’ answers.
Prepare your clients’ deliverables
Figen AI produces wealth analyses and recommendation reports in Word and PDF, and client presentations in PowerPoint, in your colours and under your name.
- Client presentations created from the file, then editable.
- Emails written in your style, sent from Figen AI and linked to the client.
- Charts and comparison tables produced on request.
- An adjustable writing style: concise, standard or detailed; narrative, analytical or educational.
A wealth CRM and an aggregator
Figen AI is also a wealth CRM and an aggregator: each client’s record brings together their household, their companies and their assets, and data from their banks and insurers arrives there through Flanks, Figen AI’s global partner for aggregation.
- Individuals and legal entities (SCIs, holding companies, other companies) linked to their owners, households and couples.
- Assets and liabilities, with ownership shares split between household members and companies.
- Calendar, tasks, emails, documents and signatures linked to the record.
Learn more about aggregation with Flanks.
Key points
- One workspace for analysis, calculations, documents and client follow-up.
- Sourced answers, and calculations traceable back to the text they rest on.
- Data hosted in France, and no model is ever trained on your clients’ data.
