Banking and other financial services (excl. insurance)

Private Wealth Management Software - Valuefy

Valuefy

In order to meet the full range of needs of contemporary wealth managers, Valuefy provides a private wealth management software solution. A cloud-based service to meet the front-to-back-office needs of contemporary wealth managers. Identify a solution to the data problem, including various data sets, custodians, brokers, currencies, and goods. Our platform gathers, harmonises, and provides insights from data.

Private Wealth Management Software - Valuefy