We have helped Banks "Go Fintech" by Launching DIY, Savings and Advisory Apps Seamlessly in their Environments

Plug & Play Wealthfy to

Embrace the digital transformation of financial advisory with our High-Tech and personal touch investment platform

Use micro apps for financial advice, investing, portfolio analytics, and core modules for data management, back office and order management to create bespoke wealth and investing apps

Modular approach to accommodate and integrate existing bank apps and provide flexibility to handle any app configuration, irrespective of bank legacy technology for a rapid go-to-market.

Experience and agility to achieve digital transformation and production grade implementation while handling complexity, size, data security and compliance in banks

A production grade infrastructure comprising of product, people and experience to charter Banks towards digital transformation

Case Study

Validus Wealth

Evolving with Time

Validus Wealth wanted to further enhance its next generation private client platform by effectively and consistently leveraging the collective capabilities of its 500 talented team members.

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Valuefy
Valuefy
Valuefy

Simple Savings to Full stack Advice

Front to Back Wealth System with Global Execution

Flexible Integrations

“The ability to work with a company like Valuefy enables us to bring cutting edge analytics and digital solutions to our clients which was not something that they would have seen or their previous generations would have actually noted.”

Soumya Rajan

Founder, Managing Director & CEO- Waterfield Advisors

"I think the success of any platform is reflected by the usage, the response was uniformly very positive. And till today, the number of logins into the system actually keep increasing every single time."

Parinaz Vakil

IIFL Wealth

"Valuefy does a great job in filling that gap of looking at portfolios, aggregating risks, aggregating the underlying. They have this remarkable way of analyzing a client's portfolio in an institutional grade investment process."

Atul Singh

CEO & Founder, Validus Wealth

"We chose Valuefy as someone who will take care of our data integration, as someone who will create solution which is customized for us and third party solution we can use to empower our portfolio managers."

Nilesh Shah

Managing Director, Kotak AMC. Ltd.

Resource

How analytics makes wealth management unbiased?

October 28, 2019

How analytics makes wealth management unbiased?

October 28, 2019