Valuefy is a cloud-based, customised wealth management platform that serves the needs of modern asset managers from front to back office. Our platform is a safe online site where you can store and view all of your investments in one spot. It offers a 360-degree view of a client's wealth, as well as financial goal planning and portfolio management capabilitie...
We offer wealth management solutions to banks, financial advisors, and wealth managers to simplify decision-making. To drive the next phase of wealth management, we combine data science, analytics, technology, and customer experience. Through greater visibility, efficiency, supervision, and control, Wealth Management Infrastructure in a Box enables businesse...
Family office technology solutions from Valuefy are made to simplify data gathering for complex multi-asset, multi-currency analyses. For comprehensive multi-asset, multi-currency analytics that help relationship managers and advisors make more informed decisions, our family office suite covers the core of data aggregation.
