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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Client Reporting with embedded analytics
Advisor Workbench
Client Life Cycle Management
“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
"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
IIFL Wealth
"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
"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.
