Valuefy Solutions

https://www.startus.cc/company/valuefy-solutions

Valuefy Solutions Pvt Ltd , 901, Coral Square, Ghodbunder Road, Thane (W) 400 615, India

Thane Maharashtra 400615

India

Website

https://www.facebook.com/valuefy/

https://twitter.com/Valuefy

General information:

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.

Products and Services:

Investment and portfolio management - Wealth management technology solutions

Product category:

Finance

We provide investment and portfolio management services, as well as wealth management technology solutions, portfolio management solutions, and a Robo Advisory Platform that allows our customers to keep track of their assets and make informed financial decisions. The wealth management sector is undergoing fast digital change as a result of shifting demographics, technology, and social behaviors. Clients, advisors, and home offices all have requirements that we can provide.

Wealth management software - Wealth management platform

Product category:

Fin-Tech

With our high-tech and wealth management platform and wealth management software, you can embrace the digital transformation of financial consulting. Wealthfy is a plug-and-play adaptable, flexible, seamless white label to functional module that can interweave with older systems and has a customizable workflow and a modular full stack API.

Portfolio management software - Investment management software india

Product category:

Finance

Our Valueat is an investment management software, that helps investors manage their portfolios and track their financial assets. This software gives executives a clear view from strategy through execution, allowing them to optimize program and project portfolios, balance capacity versus demand, priorities work, concentrate resources, and empower teams to perform. It is a portfolio management software for asset managers and ordinary investors that is simple to use.

Impressions: