
Valuefy est un pionnier mondial dans la technologie d'investissement de pointe. Nous aidons à permettre des décisions plus intelligentes et basées sur les données à chaque étape du cycle de vie de l'investissement.

Wealth in a Box est une plateforme agile et moderne qui réunit des solutions technologiques de front, middle et back-office pour rationaliser la gestion de patrimoine, augmentant ainsi l'efficacité et réduisant les coûts. L'architecture à cinq couches de la plateforme est idéale pour les gestionnaires qui recherchent des solutions technologiques de patrimoine agiles mais sophistiquées pour les aider à offrir un service exceptionnel aux clients HNWI/UHNWI.
Valuefy Solutions Private Limited is a global investment technology company that specializes in providing digital wealth management solutions. Through their platform WealthFy, they offer tools designed to enhance the efficiency and effectiveness of wealth management operations for financial advisors and institutions. WealthFy is known for its robust capabilities in portfolio management, advisory, and reporting, integrating advanced analytics and data-driven insights to facilitate informed decision-making. Valuefy leverages cutting-edge technology to deliver a seamless user experience, aiming to transform traditional investment processes into a more agile and responsive system. The company is committed to driving innovation within the wealth management space by offering scalable and customizable solutions tailored to meet the diverse needs of its clients.