albR · Figen AI partnership

Keep albR. Add Figen OS.

albR remains your firm’s management tool. Figen OS, the Figen AI workspace, connects to it: a record sent from albR opens in Figen OS, alongside the wealth encyclopaedia, data on funds and contracts, and compliance documents ready to go back into albR. Nothing is entered twice.

See the offer for albR clients

What Figen OS adds

What Figen OS brings to a firm that runs on albR

albR holds the CRM, the subscriptions and compliance. Figen OS works from that file: it searches, compares and drafts, right next to the client record.

Atlas

The wealth encyclopaedia

Atlas brings together sourced and dated entries, organised by field and sub-field. When a client asks a question, the answer and its source are in Figen OS, next to their file.

Allocations

Fund and contract data

Financial and non-financial data on funds and contracts, from Morningstar data: performance, fees, key information documents, ESG and SFDR criteria. Enough to compare investments, prepare a switch and justify a recommendation.

Compliance

Compliance documents, ready for albR

The client relationship document, engagement letter, wealth questionnaire, KYC and suitability statement are generated from the client record. You review them, have them signed, then file them in the client’s albR file.

albR connection

No more double entry

Send a record from albR: the client’s identity, household, assets and investor profile arrive in Figen OS. Send it again after an update: the record refreshes, with no duplicate.

Data entry: once, in albR.

albR client offer

A partner code for every albR client

Every albR client gets a partner code on their Figen OS subscription. albR gives it to you; you enter it at the payment step.

  1. Ask albR for your code

    From your albR contact, or from customer service: [email protected].

  2. Start your Figen OS subscription

    14-day free trial, every feature included. The code is entered at the payment step.

  3. Send your records from albR

    They open in Figen OS, ready for the assistant, the encyclopaedia and the documents.

albR Figen AI OS

Partner code

given by albR to its clients

Start my subscription — 14-day free trial Ask albR for the code

The connection

A record entered once, in albR

The connection between albR and Figen OS moves the client file one way, and the documents the other.

  1. In albR

    You keep the client record as usual, then send it to Figen OS.

  2. In Figen OS

    The record opens with the household, the assets and the investor profile. The assistant, the encyclopaedia, the fund data and the calculators work on it.

  3. Back in albR

    You file the compliance documents produced in Figen OS in the client’s albR file.

Complementary

Complementary, not competing

Figen OS asks no client to leave albR. Each tool keeps its job, and the firm’s client has a single file.

The firm’s management tool

  • The business CRM and client follow-up
  • The client portal
  • The multi-product platform, subscriptions and sales tracking
  • Regulatory compliance

The adviser’s workspace

  • Specialised AI assistants, including tax and legal experts
  • The wealth encyclopaedia
  • Fund and contract data
  • Compliance documents, generated from the record
  • The meeting recorder and its minutes

  • You keep albR

    No albR client has to change management tool to use Figen OS.

  • The file moves

    The record leaves albR; the compliance documents come back to it.

  • A code for every albR client

    albR gives its clients a partner code for their Figen OS subscription.

Frequently asked questions

albR and Figen OS, in practice

Do I have to leave albR to use Figen OS?

No. albR remains your firm’s management tool. Figen OS adds to it: a client record sent from albR opens in Figen OS, where you find the assistant, the wealth encyclopaedia, data on funds and contracts, and compliance documents.

Are albR and Figen AI competitors?

No. albR and Figen AI are partners. albR is the firm’s management tool; Figen OS is the workspace where the adviser searches, compares and drafts from the file albR sends it.

How do I get the partner code for albR clients?

albR gives the code to its clients: ask your albR contact or albR customer service ([email protected]). You enter it at the payment step of your Figen OS subscription, which starts with a 14-day free trial.

What information moves from albR to Figen OS?

The client record: identity, household (spouse, children and other linked relatives), assets and investor profile. A record sent again after an update refreshes the one in Figen OS, with no duplicate.

Can compliance documents produced in Figen OS go into the albR file?

Yes. The client relationship document, engagement letter, wealth questionnaire, KYC and suitability statement are generated in Figen OS from the client record. You review them, have them signed, then file them in the client’s albR file.

What is the Figen OS wealth encyclopaedia?

It is Atlas: sourced and dated entries, organised by field and sub-field, available in the workspace next to the client file.

What fund and contract data does Figen OS provide?

Financial and non-financial data, from Morningstar data: performance, fees, key information documents (KID), ESG and SFDR criteria. It is used to compare investments, prepare a switch and justify a recommendation.

Get started

Your albR code, then 14 days to try

Ask albR for your partner code, start your Figen OS subscription and send your first record from albR. 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. The partner code is entered at the payment step.