Valuefy is a premier investment 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.
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- Wealth Management Platform - ValuefyValuefy 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.0 Kommentare 0 Anteile 825 Ansichten 0 VorschauPlease log in to like, share and comment!
- Family Office Software - ValuefyValuefy’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.0 Kommentare 0 Anteile 811 Ansichten 0 Vorschau
- Portfolio Management Software - ValuefyValueat is a white-label portfolio management software 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.0 Kommentare 0 Anteile 818 Ansichten 0 Vorschau
- Portfolio Management Platform - ValuefyValueat 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.0 Kommentare 0 Anteile 797 Ansichten 0 Vorschau
- Private Wealth Management Software - ValuefyIn order to meet the full range of needs of contemporary wealth managers, Valuefy provides a private wealth management software solution. A cloud-based service to meet the front-to-back-office needs of contemporary wealth managers. Identify a solution to the data problem, including various data sets, custodians, brokers, currencies, and goods. Our platform gathers, harmonises, and provides...0 Kommentare 0 Anteile 871 Ansichten 0 Vorschau
- Investment Technology Solutions - ValuefyLeading 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.0 Kommentare 0 Anteile 866 Ansichten 0 Vorschau
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