Leveraging Valuefy's Wealth in a Box Technology has positioned us for growth alongside the next generation of advisors. By eliminating the complexities of manual processes, we've achieved operational efficiency and enhanced accuracy.

ITUS acknowledges that Valuefy’s Wealth in a Box Technology platform is instrumental in scaling their business, enabling them to manage larger volumes of assets more efficiently.

Maitri highlights Valuefy’s Wealth in a Box Technology for its customizability, recognizing the unique needs of each Financial Institution, and avoiding a one-size-fits-all approach.

ZICO believes technology can enhance operational efficiency, They adopted Valuefy's Wealth in a Box Technology in 2021 to enhance and fortify their growth trajectory

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.

Valuefy is one such system that we used to automate our process. The platform offers portfolio aggregation services an area that is not well known but is growing.

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.

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.