at Financial Technnology Year
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Facet Wealth Platform from Facet Wealth
Comprehensive financial planning, dedicated CFP professional, investment management, tax planning, retirement planning, estate planning, and recurring client meetings through integrated technology.
Product analysis by function
Financial Planning Software for Wealth Management
Comprehensive tools that help advisors create detailed financial plans for clients, including retirement planning, education funding, insurance needs analysis, estate planning, and cash flow modeling with scenario analysis capabilities.
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Core Financial Planning Functionality
(0 Yes /0 Known /14 Possible features)
Integration & Data Aggregation
(0 Yes /0 Known /11 Possible features)
Reporting & Analytics
(0 Yes /0 Known /11 Possible features)
User Experience & Accessibility
(0 Yes /0 Known /8 Possible features)
Security & Compliance
(0 Yes /0 Known /9 Possible features)
Collaboration & Communication
(0 Yes /0 Known /7 Possible features)
Client Engagement & Personalization
(0 Yes /0 Known /6 Possible features)
Advanced Planning & Analysis Tools
(0 Yes /0 Known /8 Possible features)
Scalability & Performance
(0 Yes /0 Known /5 Possible features)
Support & Training
(0 Yes /0 Known /6 Possible features)
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