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.
Wizio · Figen AI partnership
Keep Wizio. Add Figen OS.
Wizio remains your firm’s management tool. Figen OS, the Figen AI workspace, connects to it: a record sent from Wizio opens in Figen OS, alongside the wealth encyclopaedia, data on funds and contracts, and compliance documents ready to go back into Wizio. Nothing is entered twice.
What Figen OS adds
What Figen OS brings to a firm that runs on Wizio
Wizio holds the client file, the regulatory processes and the aggregation. 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 Wizio
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 Wizio file.
Wizio connection
No more double entry
Send a record from Wizio: 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 Wizio.
Wizio client offer
A partner code for every Wizio client
Every Wizio client gets a partner code on their Figen OS subscription. Wizio gives it to you; you enter it at the payment step.
Ask Wizio for your code
From your Wizio contact, or from customer service: [email protected], 04 81 91 69 69.
Start your Figen OS subscription
14-day free trial, every feature included. The code is entered at the payment step.
Send your records from Wizio
They open in Figen OS, ready for the assistant, the encyclopaedia and the documents.
Figen AI OS
Partner code
given by Wizio to its clients
The connection
A record entered once, in Wizio
The connection between Wizio and Figen OS moves the client file one way, and the documents the other.
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In Wizio
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 Wizio
You file the compliance documents produced in Figen OS in the client’s Wizio file.
The parts of the connection
- Wizio
- Wizio remains your firm’s management tool. Wizio holds the client file, the regulatory processes and the aggregation. You keep the client record there as usual, then send it to Figen OS.
- The client record
- Its identity, household (spouse, children and other linked relatives), assets and investor profile move from Wizio to Figen OS. It opens there, ready for the assistant, the encyclopaedia and the documents.
- The connection
- A record sent from Wizio opens in Figen OS. Sent again after an update, it refreshes the one in Figen OS, with no duplicate: nothing is entered twice.
- Figen OS
- The adviser’s workspace. The record opens there with the household, the assets and the investor profile; the assistant, the encyclopaedia, the fund data and the calculators work on it.
- What Figen OS adds
- The wealth encyclopaedia: sourced and dated entries. Financial and non-financial data on funds and contracts, from Morningstar data. The assistant and the calculators, which work on the record.
- Compliance documents
- 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 Wizio file.
Complementary
Complementary, not competing
Figen OS asks no client to leave Wizio. Each tool keeps its job, and the firm’s client has a single file.
The firm’s management tool
- The client file and the wealth review
- Regulatory processes, based on your professional association’s templates
- Bank and financial account aggregation
- Team spaces, white-labelled
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 Wizio
No Wizio client has to change management tool to use Figen OS.
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The file moves
The record leaves Wizio; the compliance documents come back to it.
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Partners since 2025
Wizio and Figen AI announced their partnership on 15 October 2025.
Read the partnership announcement
Frequently asked questions
Wizio and Figen OS, in practice
Do I have to leave Wizio to use Figen OS?
No. Wizio remains your firm’s management tool. Figen OS adds to it: a client record sent from Wizio opens in Figen OS, where you find the assistant, the wealth encyclopaedia, data on funds and contracts, and compliance documents.
Are Wizio and Figen AI competitors?
No. Wizio and Figen AI are partners since 2025. Wizio is the firm’s management tool; Figen OS is the workspace where the adviser searches, compares and drafts from the file Wizio sends it.
How do I get the partner code for Wizio clients?
Wizio gives the code to its clients: ask your Wizio contact or Wizio customer service ([email protected], 04 81 91 69 69). You enter it at the payment step of your Figen OS subscription, which starts with a 14-day free trial.
What information moves from Wizio 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 Wizio 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 Wizio 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 Wizio code, then 14 days to try
Ask Wizio for your partner code, start your Figen OS subscription and send your first record from Wizio. 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.