Valuefy is an investment technology firm enabling financial institutions to leapfrog their analytics, technology and customer experience to lead the competition in the disruptive world.

WealthFy, the Digital Advisory Suite, built with a modular approach, enables incumbents to offer the new age customer experience in a plug-and-play mode. While, on one hand, it empowers RMs with the most sophisticated Portfolio Analytics for HNIs, on the other hand, the Robo Advisory usable in a Bionic or Auto mode, enables scale and profitability without compromising on the quality of advice.

ValueAT, the investment analytics platform, has redefined fund management and attribution space through a cloud-based, highly responsive and zero manual intervention solution powered by the smart interface.

Valuefy’s platforms empower more than 150 Billion Dollar in AUM & 300K portfolios for leading asset managers, banks and wealth managers


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