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New customer in Figlo Advisor

Logon to europe.figlo.com/Advisor

At first logon you need to change the password which was provided to you by email

After logon you enter the Client list

Add a new customer by “adding Household”

Fill the requiered fields

Choose to open the assess tab after save

Uncheck taxes and social security if checked

In the dashboard we can complete this client by adding work cards, asset cards etc.

In this example we add a work card

Click on the category “work”

Click “Add Card”

In this example we take the employment card

Fill the requiered fields

Card owner

Job start date   

Annual income

Behind the button “income changes” you can add future changes

In this example we added a annual percentage without enddate of 2 percent.

Save and close the card and on the overview you see the income and the yearly 2 % growth, return to dashboard

On the right side we see a image of the budget, we are able to choose other output. Zoom in to enlarge the graphics

 

By clicking on one of the years we see the results of that specific year in numbers

 By clicking on one of the years we see the results of that specific year in numbers

As we only added a Work Card, this only shows the income. The more we add the more results we see. By clicking on the arrows we can see the results in future years.

Add all cards that are needed for this customer and look at the results.

 

Contact support if you have any questions.

 

 

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