JHC Figaro (Figaro)
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Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us to discuss a subscription.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
You can activate this feature with a VendorMatch Premium subscription. Please click here for more information on Premium features or contact us to discuss a subscription.
To learn more about subscribing to our service options, please contact us here
This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information on Premium features.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information
Speak with an analyst
Financial institutions and their advisors can subscribe to our Analyst Access* service. Effectively phone or (email) a friend you can have on tap advice and support provided by our analysts on this vendor, solution or solution category.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features
or contact us to discuss a subscription.
Subject to reasonable use.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us to discuss a subscription.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
You can activate this feature with a VendorMatch Premium subscription. Please click here for more information on Premium features or contact us to discuss a subscription.
To learn more about subscribing to our service options, please contact us here
Overview
JHC Figaro (Figaro)
JHC Figaro (Figaro) is a front, middle and back office solution for private client wealth managers, brokers and platform providers. Using Figaro’s tools, firms can run their businesses, manage change more easily and respond to shifts in client, market and regulatory requirements quickly and efficiently.
Designed to meet the specific needs of today’s investment managers, Figaro’s single data source feeds the entire system. Costly integrations and time-consuming reconciliations are eliminated and client and portfolio management tasks—including full settlement and custody activities—are fully automated. Secure, robust and future-proofed architecture gives firms the scope and freedom to develop new products and services and respond to opportunities as they emerge.
In use by more than 60 wealth management firms, Figaro supports £150bn in AUM and is used by over 5,600 front, middle and back office personnel and hundreds of thousands of private investors every day.
An adaptable and functionally-rich system that automates the entire investment process and allows firms to concentrate on client service and build their businesses.
Key Features
- True Straight-Through-Processing
- Scalability for high volumes of transactions
- Fully integrated front office, back office and web solutions
- International processing – true multi-currency, global settlement and custody
- Internet dealing and call centre support
- Real-time trading and settlement
- Integrated order management and dealing – linked to UK RSPs and Order Books
- Integrated STP Settlement links – CREST, Cofunds, EMX, Europe, US, Bespoke
- Client database & CRM – Client Accounts, Portfolios, Fund Management
- Workflow and Management Information
- International dealing systems
- Corporate Actions
- Tax Wrappers – SIPPs, ISAs, Unit Trusts
- Integrated CGT and GIP compliant performance
Key Benefits
Increased efficiency
• Eliminates time-consuming manual procedures
•Reduces errors and omissions
• Automates repetitious actions and calculations
• Gives managers time to focus on client needs
• One central database serves any number of front, middle and back office users
Cost savings
• Investment in IT that scales and continues to perform as the business evolves
• Automates reporting activity and reduces the time spent collating information
• Intelligent risk management controls avoid potentially costly and damaging operational errors
• Reduces IT maintenance, support costs and hardware expenses
Lightens the regulatory burden
•Incorporates new regulatory requirements as they emerge
•For every transaction and user interaction, a fully documented audit trail is generated
•Demonstrates that risk management and compliance are transparent and integral to the firm’s culture and daily business activities
