Banking and other financial services (excl. insurance)

Wealth Technology Solution - Valuefy

Valuefy

Valuefy's Wealth in a Box is a flexible, economical, and cutting-edge platform that combines wealth management technologies with front, middle, and back offices. Our wealth technology solution offers extremely trustworthy data aggregation to link to more than 50 banks and brokers, standardise and harmonise data, and make it accessible in one location for analysis.

Wealth Technology Solution - Valuefy