We have helped Banks "Go Fintech" by Launching DIY, Savings, and Advisory Apps Seamlessly in their Environments
Plug & Play Wealth in a Box to
Embrace the digital transformation of financial advisory with our high-tech and personal touch banking solutions for wealth Management
Connect
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
Integrate
A private banking software solutions 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.
Manage
Experience and agility to achieve digital transformation and production-grade implementation while handling complexity, size, data security, and compliance in banks
Transform
A production-grade infrastructure comprising products, people, and experience to charter banks toward 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.
View Case Study
Simple Savings to Full stack Advice
Front to Back Wealth System with Global Execution
Flexible Integrations
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
