Overview

Valuefy is a premier Digital Wealth Management technology company serving the leading financial institutions in India and across the world. Valuefy company focuses on clients such as asset and fund managers, wealth managers, and private banks, providing them with a digital platform that features accounting, consolidated reporting, CRM, portfolio and risk management, and other solutions including executing performance analytics, benchmarking complex model portfolios, comparing advisors, and managing rule-based investment mandates. Powering the future of wealth management, for wealth managers, banks, family offices and fintechs. Wealth Management Infrastructure in a Box helps firms deliver a better client and advisor experience through improved insight, efficiency, oversight and control. We have put "independent advice" and "boutique wealth managers" at the core of our product design while crafting a front-to-back digital product that helps you scale and focus on your client. We enable banks to launch investing and wealth apps and be fintech-ready with our bespoke Wealth in a Box components and proven track record. We help family offices take control of their investments with our data platform which aggregates across banks and brokers and enables advisors to slice and dice using our powerful portfolio visualizer. We bring together data science and analytics, technology and customer experience to power the next generation in wealth management. An agile modern architecture, our platform brings together front, middle and back-office wealth technology to meet the wealth management needs of today.