The OS for your wealth.
Advanced wealth monitoring that grows with your needs.
Wealth professionals and the people whose capital they protect.
Clarity across a life that got complicated.
Your capital is spread across companies, holdings, and accounts. Figy pulls it into one picture, so decisions stay sharp, even when life doesn't slow down.
One place for every portfolio, asset, and liability.
Near real-time insights across all asset types including, securities, private holdings, real estate, cash, debt, and more - with performance attribution and allocation distribution tracked automatically.
- 01Near real-time valuations across public and private positions.
- 02Attribute performance to a single asset, sub-portfolio, class, or legal entity.
- 03Understand your allocation drift against investment policy, any time.
Plugged straight into your broker.
Automated, daily security feeds from the major Dutch brokers and European private banks - no CSV chase, no stale screenshots. Positions, transactions, and corporate actions land in Figy at end-of-day.
Roll up wealth held across linked legal entities.
Analyse the family at UBO level, at complete family level, or by individual entity. Every ownership percentage, every tax implication - correctly reflected.
- 01UBO-level roll-up across holdings, trusts, and SPVs.
- 02Ownership percentages and tax treatments applied at every layer.
- 03One unified experience across sub-portfolios and entities.
Everything you need. Nothing you don't.
Built with family offices and their advisors, every capability earns its place on the screen.
Performance attribution
Time-weighted and money-weighted returns, sliced by asset, entity, or mandate.
Near real-time sync
Connected to 6,000+ banks, brokers, custodians, and crypto exchanges.
Allocation & drift
Track policy bands and rebalancing triggers across every sub-portfolio.
Legal entities
UBO-level roll-ups with correct ownership percentages and tax treatment.
Delegated access
Share view, manage, or admin rights with family, advisors, and accountants.
Tax-aware administration
A clean security administration on average cost basis so tax on gains is deferred until you realise them, and all postings straight to your general ledger.
Track any asset. Equities, ETFs, private holdings, real estate, loans, crypto, cash and more.
We aggregate pricing data from multiple sources to keep every position valued and up to date, no matter the asset class.
Used by family offices, advisors, and HNW individuals across Europe.
Navigate your wealth with confidence.
30 minutes with me, the founder. I'll walk through the platform, show you what consolidation looks like at UBO level, and answer anything technical - including security.
- Live screen-share of the portal with sample data
- Coverage check for your custodians and banks
- Pricing, onboarding timeline, and the cost savings to offset both - in plain numbers
