Members

Valuefy media's Blog (9)

Investment Analysis and Portfolio Management - Valuefy

Financial advisers can choose, create, and tailor their portfolios using Valuefy's Wealth in a box, a white-label investment analysis and portfolio management tool. Embrace the digital change in financial advice with Wealthfy, a high-tech investment platform with a human touch. We have a useful white-label module that is adaptable, flexible, and seamless.

Added by valuefy media on December 26, 2022 at 12:35am — No Comments

Wealth Management Platform - Valuefy

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.

Added by valuefy media on September 29, 2022 at 3:49am — No Comments

Family Office Software - Valuefy

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.

Added by valuefy media on September 29, 2022 at 3:49am — No Comments

Wealth Management - Valuefy

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.

Added by valuefy media on September 29, 2022 at 3:48am — No Comments

Portfolio Management Software - Valuefy

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.

Added by valuefy media on September 29, 2022 at 3:48am — No Comments

Portfolio Management Platform - Valuefy

Valueat is a white-label portfolio management platform product 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.

Added by valuefy media on September 29, 2022 at 3:47am — No Comments

Investment Technology Solutions - Valuefy

Leading financial institutions in India and around the world use Valuefy, a leading provider of investment technology solutions. Valuefy provides top financial institutions with complete analytics-driven investment technology solutions that produce precise results. Gain a greater understanding of each contact between a product and a customer, as well as of process flows and data pipelines.

Added by valuefy media on September 29, 2022 at 3:44am — No Comments

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.

Added by valuefy media on July 6, 2022 at 2:14am — No Comments

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.

Added by valuefy media on April 13, 2022 at 5:48am — No Comments

© 2023   Created by PH the vintage.   Powered by

Badges  |  Report an Issue  |  Terms of Service