Valuefy is a premier investment technology company serving the leading financial institutions in India and across the world. Valuefy company focuses on clients such as asset and fund managers, wealth managers, and private banks, providing them with a digital platform that features accounting, consolidated reporting, CRM, portfolio and risk management, and other solutions including executing performance analytics, benchmarking complex model portfolios, comparing advisors, and managing rule-based investment mandates.
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  • https://valuefy.com/about/ Investment Management Solutions - Valuefy Valuefy offers Investment Management Solutions that provide comprehensive analytics for leading financial institutions across the world, driving accurate results.A Team of Finance and Technology Experts dedicated to building and delivering a world-class Wealth Management Solution enabling wealth managers to perform to attain scalability.
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    Valuefy offers investment technology solutions that provide comprehensive analytics for leading financial institutions across the world, driving accurate results.
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  • https://valuefy.com/wealth-in-box/ Wealth Platform - Valuefy Unlike traditional solutions, Wealth platform is a five-layer architecture that significantly reduces costs and increases efficiency for wealth managers.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.
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    https://valuefy.com/fintech/ Fintech Technology Solutions Provider - Valuefy Valuefy is a Fintech technology solutions provider in the form of a customizable and pluggable architecture offering, Wealth in a Box. Using our Wealth in a Box pluggable architecture, Fintech can give your wealth and investing ideas wings. The financial services business is becoming increasingly innovative and digitally transformed.
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  • https://valuefy.com/wealth-in-box/ Wealth Management Infrastructure - Valuefy 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.
    https://valuefy.com/wealth-in-box/ Wealth Management Infrastructure - Valuefy 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.
    Wealth In A Box | Wealth Management | Valuefy
    Valuefy’s Wealth in a Box is an agile, cost-effective, modern platform that brings together front, middle and back-office with wealth management technology.
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