Offering a cloud-based wealth management software platform to serve the needs of modern wealth managers covering the front to back-office

Create personalized experience and operational efficiency with our wealth management software

Our wealth management analytics are adept in modernizing the infrastructure by providing integrated or plug n play solutions.


Solve the data challenge across multiple data sets, custodians, brokers, currencies and products. Our wealth management platform aggregates and standardizes data and enables insights.


Automate the advisory flow and process by automating multiple tasks, including investment policy statements (IPS), mandates, model portfolios and portfolio rebalancing.


Our private wealth management software provides one system to connect small teams and high-profile clients.


Our wealth management platform deploys on the cloud for cost effectiveness, with high-levels of security built-in and compliance with multiple jurisdictions covered.

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

Client Reporting with embedded analytics

Advisor Workbench

Client Life Cycle 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 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

Book A Demo

Help us to customise / Understand you better

    How do you describe your self?

    Whats top on your mind for which you are better solutions?