Our family office solutions covers the core of data aggregation to provide sophisticated multi-asset, multi-currency analytics to enable smarter decision-making for Relationship Managers and Advisors

Consolidated data and Portfolio insights for family offices all under one roof

Our platform acts as a singular source of data providing aggregation, performance analytics & attribution, and exhaustive reporting- all in a secured platform


Our family office technology solutions monitor portfolio Insights for complex portfolios to help CIOs engage and advise meaningfully


Our family office software provides a holistic view of assets across portfolios combined with unique attribution and visualization capabilities to empower the Informed selection of managers


Our family office management software is a light, cost-effective SaaS application deployed on the cloud, that delivers private banking sophistication


Leverage our family office technology solutions to scale and expand as the need arises using open APIs for upward and Downward Integrations

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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Detailed analytics & attributions to decipher performance and advice

Multi custody, geography & currency integration for

Data Consolidation for holistic view

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.

Carol Seah

CEO & Founder, WYNNES Financial Advisers

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.

BT Chua

Founder and CEO, ITUS Asset Management

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.

Benjamin Lim

Operations Head, Maitri Asset Management

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

Simon Lim

CEO, Zico Asset Management

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.

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.

Kin Onn Kee

Wellfarer Group President and Director

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

Senior Executive Vice President, Digital, IIFL Wealth

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

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