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Facet is a modern financial planning and wealth management platform that provides personalized financial guidance through certified financial planners.
Founded around the idea of delivering an objective, flat-fee digital financial planning experience that helps individuals manage and make all their financial life decisions, including retirement planning, taxes, insurance, savings goals, estate planning, etc.
Unlike traditional wealth management firms that rely on assets-under-management (AUM) fees, Facet operates on a fixed membership model, where clients pay annually or quarterly to access financial advisory support.
The objective was not to rebuild the system but to strengthen its financial intelligence layer, improve performance, and refine the user experience without disrupting live operations.
Suffescom Solutions collaborated closely with Facet’s internal teams to enhance and optimize critical components.
A fully compliant retirement planning app, ready to simplify wealth management during the retirement years by offering personalized recommendations, market alerts, and trend-based financial insights.
Apart from that, the platform must be fully compliant with the financial regulations to make it secure, scalable, and up to the mark for beginners as well.
With increasing adoption and expanding financial planning use cases, the platform required enhancements across its retirement planning ecosystem to improve overall efficiency, accuracy, and usability. They required strategic enhancements like the following:
We worked on improving the Facet’s financial calculation workflows to strengthen retirement forecasting accuracy across multiple parameters such as inflation assumptions, investment returns, tax impacts, and withdrawal strategies. This enabled more structured and scenario-driven retirement planning.
We enhanced the logic powering personalized financial recommendations to better align with individual user profiles. The optimized approach took into consideration income trends, savings practices, cost factors, risk profile, and long-term goals of individuals to produce more meaningful insights regarding retirement.
Scenario modeling was optimized in such a way that it would allow individuals to consider different options pertaining to their retirement. Comparison of the conservative, moderate, and aggressive approach could be done to make an informed decision.
To ensure the security of financial information stored in the database, several layers of security were added. This involved streamlining authentication methods, access controls, and secure management of finance-related information.
The platform relied on multiple financial data sources with varying formats and authentication mechanisms. We helped streamline Facet’s integration workflows by introducing a more structured and consistent approach to handling external financial APIs.
To support growing user activity and real-time financial computations, we contributed to backend optimization efforts by increasing system responsiveness, and optimized UI/UX elements to guarantee better visualization & optimal performance.
The collaboration resulted in improving the overall intelligence, user experience, system scalability, and integration consistency across the financial wellness platform.
Would you like to improve your current fintech/wealth management system with predictive analytics and personalization features?
Let’s do it together
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