Wealth Management Technology Solutions – Valuefy Description
We offer wealth management technology solutions that help wealth managers, banks, and financial advisors make better decisions at every point of the investment cycle. While designing a front-to-back digital solution that lets you scale and focus on your clients, we put “independent advice” and “wealth managers” at the core of our product design. To enable the next generation in wealth management, we combine data science and analytics, technology, and customer experience.
Details
- Slogan To bring discipline and transparency to portfolio management and make investment process super-convenient for investors.
- Brand color
- Company Name Valuefy
- Listing categories Accounting Software / Finance Software / Bank Accounting Software / Financial Reporting Software
- Customization Not Available
Specification
API Support
Mobile Support
Mobile Platform
IOS, Android, Windows Mobile, Black Berry
Desktop OS Support
Web App, Windows, Macintosh
Multi Language Support
Technical Support
Phone Support, Chat Support, Email Support, Video Tutorials, Knowledge Base
Contact
- E-mail Click To Send Email
- Website https://valuefy.com/wealth-in-box/
- Person valuefymedia
- Address Berkeley Square House, Berkeley Square, London, Greater London, W1J6BD , UK
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