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.

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Valuefy
Valuefy
Valuefy

Simple Savings to Full stack Advice

Front to Back Wealth System with Global Execution

Flexible Integrations

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

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