valuefymedia

 India, Mumbai
Valuefy is a premier digital wealth management technology company serving the leading financial institutions in UK and across the world. https://www.valuefy.com/

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Is Good Advice Enough to Retain a Client?

Wealth managers are increasingly tasked with delivering holistic solutions that combine meaningful advice and bespoke service, rather than focussing only on advice. Investors seek to be informed and empowered to make their own decisions, rather than solely relying on their advisor. They also expect more from their advisors than what can be accomplished through digitization […]

Private Wealth Management Solutions – Valuefy

Valuefy offers front-to-back private wealth management solutions that support the needs of clients, advisors, and the home office. Our integrated financial advice technology makes it easier than ever for advisors to collaborate with clients on retirement and goals-based planning; create investment proposals; open new accounts; and deliver financial advice across multiple clients and households.  0
Wealth management-19e5a6fb

Driving a paradigm shift in financial advisory with Wealth in a Box – an integrated wealth management platform

Wealth in a Box can be referred to as a consolidation of digital services and tools that would help wealth managers and financial advisors make their processes smoother, more accurate, and more efficient. Wealth in a box uses technology like applications, Machine Learning, Cloud Computing, Data Analytics, and Artificial Intelligence to automate complicated and time-consuming […]