Author: valuefymedia

With risk regulations more stringent than ever, the wealth management industry needs to be more alert than ever. After all, the very foundation of this industry is based on trust.... Read More

Millennials have a short term and quick returns oriented approach when it comes to wealth management and planning, and this reflects in their interest in investing in emerging technologies and... Read More

In the face of Indian HNIs picking up on global cues and demanding world-class technology from their wealth management firms, Indian banks are turning to Fintech partners for a solution.... Read More

Despite the growing wealth of the region, the Wealth Management industry has captured only 20% of the market. This is because traditional Wealth Management firms have focussed on the growth... Read More

We provide Wealth Management Analytics, a comprehensive customer intelligence solution for personal bankers, managers, and financial advisers. The prebuilt dashboards provided by Analytics for Wealth Management provide useful information about... Read More

Valuefy has mastered the art of building banking solutions and fintech banking software for banks, offering comprehensive, accurate, and customised solutions. We have helped banks "Go Fintech" by launching DIY,... Read More

Valuefy offers cloud-based financial planning software for advisors to fully fulfil the needs of modern asset managers. A service to address wealth managers' demands from the front office to the... Read More

The family office accounting software from Valuefy is made to make it easier to aggregate data for complex multi-asset, multi-currency analyses. Our family office suite takes care of the fundamentals... Read More

The top financial institutions in India and around the world are served by Valuefy, a wealth management software providers with cutting-edge solutions. provides you with portfolio intelligence about your client's portfolio,... Read More

Financial Well Being – The 2020 New Year Checklist

Yes, it’s that time of the year again, the time to make those resolutions for the year that we inevitably end up breaking by February if not earlier. Well, this... Read More