Explore Wealth in a Box

An agile, cost-effective and modern architecture, our platform brings together front, middle and back-office wealth technology to meet the wealth management needs of today.

What is the difference

Unlike traditional solutions, Wealth Management Infrastructure in a Box is a five-layer architecture that significantly reduces costs and increases efficiency for wealth managers. It is ideal for managers who seek an agile but sophisticated technology to help them deliver outstanding service to HNWI/UHNWI clients.

How does it

Wealth Management Infrastructure in a Box comprises a five layered platform architecture:


Multiple types of dynamic data, from investment to personal data, which is managed in several systems, needs to be connected to multiple banks and brokers. Our platform provides highly reliable data aggregation to connect to 50+ banks and brokers, standardize and harmonize data and make it available in one place for analysis.


Our platform features an order management system (OMS) to connect to various counter-parties, manage transaction workflows across various asset classes and multiple users within the firm, and manage compliance.


Conduct performance reporting, risk analytics and visualizations of portfolios to help convert data to insights.


Perform model portfolio management, conduct rebalancing and produce investment policy statements (IPS) in a scalable and compliant way to help clients make informed decisions.


With the shift to digital user engagement, wealth managers need to engage with customers digitally while maintaining control and oversight. Our platform provides client portals and apps which can be white-labelled and/or customized and personalized by wealth managers for their clients.

Sharad Singh

CEO, Valuefy

“We are redefining the way banks and wealth managers use wealth technology by providing an out-of-the box yet tailor-made solution for different segments. The Wealth in a Box approach combines digital-first thinking to modernize wealth technology, across data, analytics and customer experience, with several industry integrations to make this an ecosystem. This approach makes Wealth in a Box a unique proposition especially when it comes to managing the ROI of tech spend by wealth managers.”