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valuefy media
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  • Thane , Maharastra
  • India
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valuefy media posted blog posts
Sep 29
valuefy media posted a blog post

Wealth in a box - Valuefy

Valuefy’s Wealth in a Box is an agile, cost-effective, modern platform that brings together front, middle, and back-office with wealth management technology. Wealth Management Infrastructure in a Box is a five-layer architecture that significantly reduces costs and increases efficiency for wealth managers.See More
Jul 6
valuefy media posted a blog post

Digital Wealth Management - Valuefy Solutions

Digital wealth management refers to the digital technologies that experienced financial advisers employ to provide unified client experiences across all user devices and platforms. Financial advisors may use digital wealth management to build cohesive client experiences across all devices and platforms, allowing them to expand solutions to reach more consumers.See More
Apr 13
valuefy media posted a status
"https://www.valuefy.com/wealthfy Wealth management software - Wealth management platform"
Mar 24
valuefy media posted a status
"Investment management technology news - Wealth management news https://www.valuefy.com/blog/"
Mar 10
valuefy media posted a status
"Wealth management software - Wealth management platform https://www.valuefy.com/wealthfy"
Mar 9
valuefy media is now a member of On Feet Nation
Mar 9

Valuefy media's Blog

Wealth Management Platform - Valuefy

Posted on September 29, 2022 at 3:49am 0 Comments

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 capabilities.

Family Office Software - Valuefy

Posted on September 29, 2022 at 3:49am 0 Comments

Valuefy’s Family Office software is designed to streamline data aggregation for sophisticated multi-asset, multi-currency analytics. Our family office suite covers the core of data aggregation to provide sophisticated multi-asset, multi-currency analytics to enable smarter decision making for relationship managers and advisors.

Wealth Management - Valuefy

Posted on September 29, 2022 at 3:48am 0 Comments

Valuefy offers wealth management, investments, fintech, and market trends to wealth management advisors and wealth professionals in order to strengthen client relationships. Our platform combines front, middle, and back-office wealth technology to fulfil the needs of modern wealth management in an adaptable, economical, and modern architecture.

Portfolio Management Software - Valuefy

Posted on September 29, 2022 at 3:48am 0 Comments

Valueat is a white-label portfolio management softwareproduct from Valuefy that assists financial advisors in selecting, building, and modifying portfolios for better decisions. Individual portfolio management software will increase your chances of meeting your financial goals. Valuefy can assist you with all of your accounting, investment, and income tax needs.

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