Banking and other financial services (excl. insurance)

Investment Analysis and Portfolio Management - Valuefy

Valuefy

Financial advisers can choose, create, and tailor their portfolios using Valuefy's Valueat, a white-label investment analysis and portfolio management tool. Embrace the digital change in financial advice with Wealthfy, a high-tech investment platform with a human touch. We have a useful white-label module that is adaptable, flexible, and seamless.

Investment Analysis and Portfolio Management - Valuefy