Here’s Why you Need Hybrid Advisory for Investment Management

Posted on September 23, 2019December 8, 2023 by Valuefy

The introduction of Robo Advisory has received mixed reactions from wealth and investment managers.

While the tech-savvy managers have been quick to appreciate the value of this automated process, others assumed that this technology will make their jobs redundant in the future.

What is Hybrid Advisory?

Understanding the flow of money and making decisions based on the movement of the market comes with years of experience and in-depth research of assets, portfolios, and the market itself.

With the help of Robo Advisory, Investment Managers can recommend tailor-made portfolios for each financial goal, fasten the tedious task of onboarding customers, generate intelligent insights and rebalance portfolios with ease.

It adds an edge to advisory through intelligent portfolio insights, becoming an addition to the Investment Manager’s arsenal.

So, should Investment Managers be concerned about Robo Advisory?

On the contrary, they have reason to rejoice, because Robo-Advisory by itself is just a sophisticated product but partner it with an investment manager and what you have is Hybrid Advisory.

Here’s why:

It Improves Decision-Making

This is a collaborated approach to investment with the use of technology and human intelligence. The Robo advisors scan through terabytes of data to convert it into actionable insights.

It helps in leveraging big data to simplify the decision-making process in a cost-friendly way. The time which remained a constraint for investment managers is strategically handled by automating the operation procedures.

It Democratizes Investment Management

Wealth Management and Investment advisory have always been luxuries that only the affluent could afford. People who had amassed wealth over the course of their entire careers would go to wealth managers and investment managers for advice on where to invest their money.

Now, automated advisory for smaller amounts can take care of the clients that are in the primary stage and are still getting used to the market. Investment Managers can have potential clients in the pipeline long before they speak to them.

Valuefy is helping Investment Managers get on-demand, comprehensive analytics from historical and real-time data to make informed decisions generating better returns on the investments.

Valuefy is a FinTech company that enables Wealth Managers and Investment Managers with technological solutions to ensure the digitalization of their processes and empower them with comprehensive analytics, Portfolio Management solutions, reporting, and relationship management

Is Robo-Advisor a Good Investment Manager?

Posted on July 18, 2019November 7, 2023 by Valuefy

Are you thinking of integrating a robo advisory platform into your wealth management?

Maybe you have been considering a lot about it and want to know if it would be a worthy investment or maybe you have just heard about it and want to know more.

Well, in either of those cases, you have come to the right place.

Robo Advisors, without a doubt, do have a fair share of limitations which is why they are there to assist wealth managers and not replace them. Since a long-term investment plan needs proper planning, it is crucial that a financial advisor is in the equation rather than just a Robo Advisor.

Now, why am I starting with the limitations of the Robo Advisors?

Because I want you to understand that Robo Advisors, with all their benefits, still need you to make sense of the mechanical output that they generate. They still need a pair of human eyes to drive decisions from the data, not just to reduce risks but also to increase the returns of your customers.

With that said, here are a few advantages to integrating a Robo Advisory into your wealth management platform.

You could Onboard more People with Robo Advisors

Now, from a strictly business perspective, you need more clients to scale. However, not all those who can afford to invest are interested in third-party wealth management solutions. Robo Advisors, being more pocket-friendly could be an introduction of sorts to the uninitiated.

Rebalancing Portfolios is easier with Robo Advisors

Rebalancing is the realignment of weightings of a portfolio of assets and involves selling and buying of assets to maintain the desired risk. It can also improve returns. Robo Advisors could help wealth managers in rebalancing the portfolios. They can do it quickly which helps in doing it more often.

Robo Advisors help on Portfolios with Multiple Accounts

Handling investments on hand could be a tedious task and it’s better if it’s handled by a Robo Advisor, especially if there are a lot of accounts on the portfolio.

Robo Advisors are Time Savers

Since Robo advisors are essentially automated, it gives the wealth managers the convenience to focus more on other things like asset allocation, relationship management etc. This helps in making the most of the time available for each client.

With all the advantages stated, let’s go back to our initial question, Is Robo Advisor a good investment manager?

Well, It’s a judgement call.

Robo Advisors are good investment managers only when there’s a wealth manager involved. It’s more like a team where the Robo Advisor takes care of the time-consuming data-driven tasks and the wealth manager takes care of the decision making based on the comprehensive analytics of the data.

Valuefy’s Wealthfy has a Robo Advisory platform that’s helping wealth managers by providing end to end advisory with real-time intelligence. It is embedded with a robust portfolio data engine and is capable of handling multi-asset and multi-currency portfolios with ease. It also has adaptable and flexible white labeling that allows you to interweave it into your existing legacy systems.

With Wealthfy, your clients will experience a simplified user experience with intuitive dashboards and data visualizations that turn complex data into concise insights.

Know more about how Wealthfy will transform your wealth management firm, here.

The Science and Art of Choosing the Right Investment Management Solution

Posted on June 19, 2019January 9, 2024 by Valuefy

Choosing an investment management solution is a rather difficult task, especially when there are many options to choose from. You want to make the most of it, making it easier for your investment managers to be more productive and efficient. Something that will also provide your clients with easy to understand insights to help them with their decision making.

From client acquisition and onboarding to compliance and oversight, there are processes that can be easily digitalized and help save time. When your investment managers save time in gaining data analytics and making detailed reports, they can work on putting those reports to good use and help make your clients make the best choices.

But choosing the right investment solution is just like choosing investment options. It is as much an art as it is science, meaning it is just as subjective as it is objective. There are aspects of an investment management solution, like analytics and reports, that will work for all investment managers but there are processes that might not work in a “template” approach and might need customizations for different fund managers and sometimes, for different clients.

All these considerations seem to make choosing an investment management solution more complicated than it is but when we break it down to the basics, it’s quite simple actually. WealthFy makes it easier for you to see a clearer picture and make the right choice when deciding on a solution. It will make your job easier and your client’s decision making faster.

So, here’s a breakdown of the reasons why WealthFy may just be the best investment management solution for you:

Interactive Client Portals

Smart client portals help wealth managers present a holistic view to the rewired investor, on demand. It is built to connect with complex legacy systems and is powered by an optimized data layer. Complex Private Banking portfolio is made interactive and personalized to make wealth management with tailored goal vs investment profiling easier.

Digital Intelligence

Smart Advisory Algorithms empower your sales force with a seamless workflow across mandates, portfolio reviews, portfolio construction, and transactions. This paperless advisory workflow is a close replica of a CIO’s view in each client interaction.

Precise Portfolio Review

Portfolio reviews no longer need to take weeks and can be performed within seconds. WealthFy creates portfolio insights for investment advisors that are delivered through powerful dashboards. And the whole process can be customized and automated as per your client’s needs, creating a truly digital, millennial experience.

Advisor-Client Solution

Today’s investor needs an investment management solution that is made for tomorrow but also adheres to the constantly updating legacy regulations. WealthFY’s Advisor-Client solution arms every Wealth Manager with compliance and smart insights to make the most of the investment.

Cloud-based Solution

Having a cloud-based solution not only increases the efficiency of your solution but also saves costs as there is no hardware involved. And it pretty much takes care of itself with automatic updates to keep the software relevant. These solutions are also available round the clock and have a flexible capacity on storage.

Do you want to take an early lead at being the most preferred investment management firm in the digital age? Contact Valuefy today!

Valuefy made it to the WealthTech100. Have you Heard it yet?

Posted on May 12, 2019October 20, 2023 by Valuefy

Valuefy is pleased to announce that we are now recognized worldwide as a WealthTech100 company. We are among the few companies from Asia to be featured in the list of the 100 most influential innovators in the FinTech Industry.

The list was put together by FinTech Global’s panel of industry experts and analysts. They selected the top 100 from an assemblage of 1000 participating companies based on the significance of the problem being solved by the company, the growth of the company, innovation in technology and the potential efficiency increase.

All these companies bring smart solutions for WealthTech landscape spanning in areas of client management, investment planning, portfolio management, Digital Advice, Risk and Compliance. We have brought in solutions like WealthFy and ValueAT to help people manage Digital Wealth better. Valuefy is Serving marquee clients by empowering them with Investment Analytics, Digital Wealth and High touch Advisory Solutions.

Why This List?

This list is important for many people. Many FinTech companies cater to different stages of Wealth Management or Investment management Value chain. It will help the revered investors and senior level executives in choosing the right FinTech platform for their specific requirements.

We want to enable them with better Advisory & Client engagement by addressing the core challenges and providing effective solutions for the same.

Valuefy solutions reflect on our Vision of “bettering the way, the world invest” by delivering multiple benefits across the value chain of investing. From simplification, Analytics, to use of Artificial intelligence, our core is to make Wealth Management “better” in general.

Where We go From Here

At Valuefy, we believe in moving forward. We have always been huge fans of making progress where it’s due and now that we have reached an important milestone, we are aiming at another.

We are honored to be a part of this esteemed group of companies and look forward to creating more innovative solutions to WealthTech’s biggest problems. For us, the best is yet to come, what about you?