Valuefy
HQ Address
Ghodbunder Rd Kavesar, Coral Square, Thane, Maharashtra 400615, India
Website Address
Business introduction
Wealth Technology Infrastructure in a Valuefy Box
Valuefy is a premier investment management technology with cutting-edge solutions serving the leading financial institutions in India and across the world
Get a deeper understanding of every product interaction, customer experience, process flow, or data pipeline. Instantly detect, analyze and act on every anomaly or opportunity before it’s too late.
Gives you a competitive edge by empowering you with portfolio intelligence on your client’s portfolio. Our powerful visualization widgets can seamlessly integrate with the advisor and client portal, freeing up advisor time to focus on investment strategy.
Valuefy Solutions
Wealth in a Box
What is the difference Unlike traditional solutions, Wealth Management Infrastructure in a Box is a five-layer architecture that significantly reduces costs and increases efficiency for wealth managers. It is ideal for managers who seek agile but sophisticated wealth technology solutions to help them deliver outstanding service to HNWI/UHNWI clients. How does it work Wealth......
business needs
- Investment Platforms & Tools
- Portfolio Build, Analysis & Reporting
- Portfolio & Wealth Management Systems
