Fintech can give wings to your ideas in wealth/investing by using our Wealth in a Box financial data aggregation software
Plug & Play Wealth in a Box to
Embrace the digital transformation of financial advisory with our high-tech and personal touch investment performance analytics
Plug-in
Don't reinvent the wheel - use our modern financial asset management software to build your unique proposition
Built-in
Modern and operationally light Wealth Suite designed for new digital business models
Head start
Core components for investments from data management, reporting, advisory engine, and model portfolio management along with 50+ integrations deliver a head start to launch powerful apps
Partnership
Unique business model offering a partnership structure with FinTech’s for both Start-ups and Financial Institutions
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.
View Case Study
Flexible pluggable modules
Digital First Architecture
Infrastructure to choose from
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 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
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
