For Wealth Managers
Private-bank machinery. Boutique feel.
A configurable wealth platform that productises your house view, frees your RMs from spreadsheets, and runs advisory, distribution, and PMS on one engine - without giving up the brand and process that make you who you are.
The full picture, in one view.
Held, held-away, PDF-locked, multi-custodian - pulled into one structured view your RMs can actually advise from.
Held-away portfolio capture
Assets at competing banks, PMS managers, custodians - ingested and structured, not summarised.
PDF statement ingestion with HITL validation
Custodian PDFs and PMS statements turned into clean holdings, with human checks where they matter.
Multi-custodian consolidation
Banks, brokers, RTAs, registrars, alt-investment managers - one rolled-up view per client.
Your firm's analytical signature, productised.
Configure once. Every RM walks into every meeting with the depth your CIO would have prepped.
Configurable analytical frameworks
Allocation · Consistency · Concentration · Selection - or whatever your CIO calls it. The framework is yours.
Synthetic CIO talking points
AI-generated narratives from your house view, customised per client's portfolio.
Performance attribution at HNW depth
Returns explained by asset class, manager, market timing, and currency.
From investment policy to mandate to monitoring - the full advisory loop.
The flow that justifies your fee, evidenced at every step.
IPS capture and mandate setup
Structured templates, family/client/account mapping, version-controlled.
Your RMs spend their hours on clients, not on systems.
Every minute saved on data-pull is a minute returned to the relationship.
Pre-meeting briefs auto-generated
Walk into every review with the data and the talking points already structured.
Opportunity prompts surfaced before login
Next-best-action curated per client, per RM.
Branded proposals in two hours
Scenario-tested, white-labelled, client-ready output - not a two-day Excel project.
Boutique experience preserved. Boutique operations professionalised.
End-to-end brand control on the front. Audit-grade ops on the back.
White-label client app and portal
Your identity, every screen. Generic SaaS UI never bleeds through.
Reconciliation that runs overnight
RTA, custodian, broker - exceptions queue ready before the team logs in.
Multi-strategy fee handling
Performance fees, hurdle rates, billing across discretionary/advisory/distribution mandates in one engine.
See how leading wealth managers scale on Valuefy.
Live walkthrough with our advisory team. We'll start from your current stack and show you the path.