valuefy media
Valuefy is a premier investment technology company serving the leading financial institutions in India and across the world. https://valuefy.com/
The latest posts from valuefy media
Wealth Management in the New Normal: How to Adapt to the Digital Age
October 23, 2023 ⚊ 1 Min read ⚊ Views 54 ⚊ BLOG
October 23, 2023 ⚊ 1 Min read ⚊ Views 54 ⚊ BLOG
Wealth management in the new normal: Valuefy’s wealthtech platform helps you embrace digitalization, provide personalized advice, manage risk, and adapt to the changing needs of....
https://valuefy.com/the-new-normal-in-wealth-management/
https://valuefy.com/the-new-normal-in-wealth-management/
Valuefy’s financial data aggregation software helps you make better decisions by providing you with a single view of all your financial data. Our platform aggregates....
https://valuefy.com/financial-data-aggregation-software/
https://valuefy.com/financial-data-aggregation-software/
Why Data Reconciliation is Indispensable to Wealth Managers
August 31, 2023 ⚊ 1 Min read ⚊ Views 36 ⚊ BLOG
August 31, 2023 ⚊ 1 Min read ⚊ Views 36 ⚊ BLOG
Ensure accurate wealth management with data reconciliation. Mitigate risks, comply with regulations, and boost client confidence through reliable financial records. Valuefy, a leading investment technology....
https://valuefy.com/data-reconciliation-indispensable-to-wealth-managers/
https://valuefy.com/data-reconciliation-indispensable-to-wealth-managers/
Impact of Technology on Wealth Management over the Last Decade
July 14, 2023 ⚊ 1 Min read ⚊ Views 39 ⚊ BUSINESS
July 14, 2023 ⚊ 1 Min read ⚊ Views 39 ⚊ BUSINESS
Discover the impact of technology on Wealth Management over the past decade. Explore milestones, challenges, and the evolving role of human advisors. Stay informed in....
https://valuefy.com/impact-of-technology-on-wealth-management-over-the-last-decade/
https://valuefy.com/impact-of-technology-on-wealth-management-over-the-last-decade/
Wealth Management Technology Solutions Unlock Demand for Private Assets
June 22, 2023 ⚊ 1 Min read ⚊ Views 62 ⚊ BUSINESS
June 22, 2023 ⚊ 1 Min read ⚊ Views 62 ⚊ BUSINESS
Private asset management using advanced technology to overcome challenges, enhance portfolio management, data analysis, risk management, and reporting. Valuefy provides cutting-edge wealth management solutions globally.....
https://valuefy.com/wealth-management-technology-solutions-unlock-demand-for-private-assets/
https://valuefy.com/wealth-management-technology-solutions-unlock-demand-for-private-assets/
Valuefy offers private banking software solutions that provide comprehensive tools for managing client portfolios, tracking performance, and more. Our advanced technology helps private banks improve....
https://valuefy.com/private-banking-software/
https://valuefy.com/private-banking-software/
Valuefy is a leading digital wealth technology company offering a cloud-based customized wealth management software solution to streamline decision-making at every stage of the investment....
https://valuefy.com/wealth-management-software/
https://valuefy.com/wealth-management-software/
Learn how wealth managers can deliver bespoke service and sage advice through an integrated approach powered by technology. Discover the importance of a hybrid of....
https://valuefy.com/is-good-advice-enough-to-retain-a-client/
https://valuefy.com/is-good-advice-enough-to-retain-a-client/
With the help of our family office management software, relationship managers and advisors can make more informed decisions by utilising advanced multi-asset, multi-currency analytics. Your....
https://valuefy.com/family-offices/
https://valuefy.com/family-offices/
Valuefy Fintech solutions for banks, offering comprehensive, accurate, and customised solutions. We have helped banks “Go Fintech” by launching DIY, Savings, and Advisory Apps seamlessly....
https://valuefy.com/banking/
https://valuefy.com/banking/