A cloud-based offering to serve the needs of modern wealth managers covering the front to back-office
Plug & Play Wealthfy to
Embrace the digital transformation of financial advisory with our high-tech and personal touch investment platform
Solve the data challenge across multiple data sets, custodians, brokers, currencies and products. Our 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
One system to connect small teams and high-profile clients
Deploy 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.
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