Idiligo streamlines your financial advisor activities and frees up valuable time

Idiligo structures your online meetings, and ensures that your financial advice is compliant with all regulations.

Walk your client through the different steps of your financial advice, using a predefined script

Gather data, share information, and present or or have documents signed, all in one meeting

Complete forms of your client’s personal details, such as his income and civil status, present the services you offer and even have a contract signed during the meeting. At the end you can download a PDF report of the meeting for your records.

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Use the share screen function to show a live tariff calculator to your client

With the share screen feature you can share anything on your screen, while your participant is watching. This increases trust and transparency.

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Idiligo has many standardized scripts available.

Save time and have your documents & contracts signed online! Simply upload a document, present it, have it signed online and you're done.
Present documents or photos during your online meeting and take notes for each agenda point. At the end, send an auto-created meeting summary as a PDF to all participants.

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