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Valuefy

To bring discipline and transparency to portfolio management and make investment process super-convenient for investors.

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Head office
Berkeley Square House, Berkeley Square, London, Greater London, W1J6BD , UK, Beckenham, London, United Kingdom W1J6BD,

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Agency Timeline

Founded 2010
Verified N/A
Latest Review N/A
Latest Case Study N/A
Response Time 1 hr

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Valuefy

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About Valuefy

Why Businesses Choose This Agency? C2Creview AI Highlights
Business Services Business Services 16+ Years Experience

Overview

Valuefy is a premier digital wealth management technology company serving the leading financial institutions in UK and across the world. Valuefy company focuses on clients such as asset and fund managers, wealth managers, and private banks, providing them with a digital platform that features accounting, consolidated reporting, CRM, portfolio and risk management, and other solutions including executing performance analytics, benchmarking complex model portfolios, comparing advisors, and managing rule-based investment mandates.
 

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Valuefy started it journey in January 2010, with a handful of IIT & IIM professionals, having extensive experience and expertise in applying quantitative techniques to solve business problems. Valuefy has created many IPs and products which help fund managers in making better investment decisions with risk control. Valuefy's proprietary quantitative algorithms have worked well in various market scenarios and generated consistent alpha.

Valuefy is a premier digital wealth management technology company serving the leading financial institutions in UK and across the world. Valuefy company focuses on clients such as asset and fund managers, wealth managers, and private banks, providing them with a digital platform that features accounting, consolidated reporting, CRM, portfolio and risk management, and other solutions including executing performance analytics, benchmarking complex model portfolios, comparing advisors, and managing rule-based investment mandates.

Wealth in a Box is an agile and modern platform that brings together front, middle, and back-office technology solutions to streamline wealth management for increased efficiency and reduced costs. The platform's five-layer architecture is ideal for managers who seek agile but sophisticated wealth technology solutions to help them deliver outstanding service to HNWI/UHNWI clients.

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Why C2CReview Recommends This Agency

  • 0 Verified Client Reviews
  • 0 Successfully Delivered Projects
  • Business Services Specialist
  • High Client Satisfaction
Starts From 25$ - 50$/hr
Min Project -
Team Size 101-250
Location United Kingdom, India

Services Performance

Expertise Services

  • Business Services

Verifications

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