Company Information

Get to know figlo (south africa) (pty) ltd

Originally a Dutch company, Figlo established its presence in South Africa to provide advanced software for the financial planning industry. In 2014, Figlo was acquired by Advicent, and subsequently, Advicent was acquired by InvestCloud in 2021. Today, Figlo operates as a key component of the InvestCloud financial planning solution suite. The company's mission is to empower financial advisors with digital tools to create detailed, compliant, and client-centric financial plans, covering everything from retirement to investments. The South African entity, Figlo SA (Pty) Ltd, is an authorized Financial Services Provider (FSP 43152).

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Financial Other Service

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figlo (south africa) (pty) ltd

South Africa

Founded in

2011 (15 Years)

Founded

Last online: No recent activity

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.