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.
MyGestionPrivée · Figen AI partnership
Keep MyGestionPrivée. Add Figen OS.
MyGestionPrivée remains your firm’s management tool. Figen OS, the Figen AI workspace, connects to it: a record sent from MyGestionPrivée opens in Figen OS, alongside the wealth encyclopaedia, data on funds and contracts, and compliance documents ready to go back into MyGestionPrivée. Nothing is entered twice.
What Figen OS adds
What Figen OS brings to a firm that runs on MyGestionPrivée
MyGestionPrivée holds the client journey, the fact-find and regulatory obligations. Figen OS works from that file: it searches, compares and drafts, right next to the client record.
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 MyGestionPrivée
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 MyGestionPrivée file.
MyGestionPrivée connection
No more double entry
Send a record from MyGestionPrivée: 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 MyGestionPrivée.
MyGestionPrivée client offer
A partner code for every MyGestionPrivée client
Every MyGestionPrivée client gets a partner code on their Figen OS subscription. MyGestionPrivée gives it to you; you enter it at the payment step.
Ask MyGestionPrivée for your code
From your MyGestionPrivée contact, or from customer service: [email protected], 04 81 91 54 91.
Start your Figen OS subscription
14-day free trial, every feature included. The code is entered at the payment step.
Send your records from MyGestionPrivée
They open in Figen OS, ready for the assistant, the encyclopaedia and the documents.
Figen AI OS
Partner code
given by MyGestionPrivée to its clients
The connection
A record entered once, in MyGestionPrivée
The connection between MyGestionPrivée and Figen OS moves the client file one way, and the documents the other.
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In MyGestionPrivée
You keep the client record as usual, then send it to Figen OS.
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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.
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Back in MyGestionPrivée
You file the compliance documents produced in Figen OS in the client’s MyGestionPrivée file.
Complementary
Complementary, not competing
Figen OS asks no client to leave MyGestionPrivée. Each tool keeps its job, and the firm’s client has a single file.
The firm’s management tool
- The digital client journey and the fact-find
- Regulatory obligations
- The wealth summary in your firm’s colours
Figen AIOS
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
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You keep MyGestionPrivée
No MyGestionPrivée client has to change management tool to use Figen OS.
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The file moves
The record leaves MyGestionPrivée; the compliance documents come back to it.
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A code for every MyGestionPrivée client
MyGestionPrivée gives its clients a partner code for their Figen OS subscription.
Frequently asked questions
MyGestionPrivée and Figen OS, in practice
Do I have to leave MyGestionPrivée to use Figen OS?
No. MyGestionPrivée remains your firm’s management tool. Figen OS adds to it: a client record sent from MyGestionPrivée opens in Figen OS, where you find the assistant, the wealth encyclopaedia, data on funds and contracts, and compliance documents.
Are MyGestionPrivée and Figen AI competitors?
No. MyGestionPrivée and Figen AI are partners. MyGestionPrivée is the firm’s management tool; Figen OS is the workspace where the adviser searches, compares and drafts from the file MyGestionPrivée sends it.
How do I get the partner code for MyGestionPrivée clients?
MyGestionPrivée gives the code to its clients: ask your MyGestionPrivée contact or MyGestionPrivée customer service ([email protected], 04 81 91 54 91). You enter it at the payment step of your Figen OS subscription, which starts with a 14-day free trial.
What information moves from MyGestionPrivée 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 MyGestionPrivée 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 MyGestionPrivée 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 MyGestionPrivée code, then 14 days to try
Ask MyGestionPrivée for your partner code, start your Figen OS subscription and send your first record from MyGestionPrivée. 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.