Facet Wealth

Facet Wealth is the 2020 recipient of Aite Group’s Digital Wealth Management Impact Innovation Award for Digital Startup of the Year.

Boston, August 11, 2020 Facet Wealthis a next-generation personal financial platform offering comprehensive financial planning and investment management. Its proprietary technology and artificial intelligence, combined with a qualified Certified Financial Planner, provides consistent client experience and overcomes the capacity and scalability constraints of traditional financial planning offerings. Clients’ planning needs can then be matched with approximately 30 advice services offered across Facet’s platform.

Aite Group’s Impact Innovation Awards are designed to recognize and celebrate innovation achieved by financial institutions leveraging technology to surpass the status quo. Award recipients are leading the industry by identifying and implementing new products, capabilities, or levels of automation and effectiveness that are bringing our industry one step closer to next-generation wealth management.

Clients of Aite Group’s Wealth Management service can download this nine-page Impact Brief. To learn more about the topic covered in this Impact Brief, please contact us at [email protected].

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