f1gures Our Services

Financial Literacy

Access to our network of schools, organisations and partners.

Client Discovery

Systematic Process of Financial Goals. Consolidation of relevant data and information.

Conflict Resolution

Helps you to have foresight on the gaps, overlaps, and blind spots between financial goals.

Roadmap Projection With Ease

"Empower smarter client decisions with an interactive financial roadmap that transforms data into clear, actionable insights."

Follow up With Ease

Make your follow-ups with their clients as seamless as possible.

Features

f1gures Application

Drive conversations and capture data seamlessly.

Client Relationship Management

Track client finances and goals in one place.

Follow-Up

Stay engaged with timely, smart follow-ups.

Additional Benefits

Which f1gures Offers

Customer Support

To Aid Advisors

Financial Literacy Marketing

Recruitment

Training

IBF-STS Courses

f1gures

Be a f1gures accredited advisor now, contact us.

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