Navigate the world of investing: active vs. passive portfolio management. Assess your goals and risk tolerance to choose the right approach. Start your investment journey with confidence and make informed decisions. Explore the differences and find the strategy that suits you best.

Portfolio analytics is a key component in investment management. It helps managers analyze returns and investment risk for their clients and helps them make informed decisions about their investments. But analyzing portfolios is no small task. It involves a lot of processes like attribution, performance benchmarking, risk management, portfolio slice and dice, and more.

Wealth management is becoming more consumer-friendly, affordable, and accessible than ever before. As the serviceable demographic of the wealth management industry changes to millenials who are coming of age in terms of their investing prime, there is a need to shift the methods and technologies in the space to accommodate their tastes and preferences.

Valuefy offers you a single-window, integrated solution that upgrades financial data aggregation software by replacing segmented financial asset management software. Valuefy offers adaptable plug-and-play modules with a digital-first architecture that gives users a choice in infrastructure.

Valuefy provides a banking wealth management platform with the flexibility to handle any app configuration, independent of bank legacy technology, and to accommodate and integrate existing bank applications for a quick go-to-market. a production-grade infrastructure made up of resources (products, people, and expertise) to lead banks into the digital era.

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 isn’t cynicism speaking its facts, research suggests that 45% of people fail their resolutions by February and less than 20% make it through the entire year. And, what are these ever-elusive goals that we set for ourselves? Invariably the most common resolutions have to do with Physical Health (losing weight, eating healthy, exercising) followed by Financial Health (saving regularly, meeting goals).

Valuefy’s Family Office software is designed to streamline data aggregation for sophisticated multi-asset, multi-currency analytics. Our family office suite covers the core of data aggregation to provide sophisticated multi-asset, multi-currency analytics to enable smarter decision making for relationship managers and advisors.

In order to meet the full range of needs of contemporary wealth managers, Valuefy provides a private wealth management software solution. A cloud-based service to meet the front-to-back-office needs of contemporary wealth managers. Identify a solution to the data problem, including various data sets, custodians, brokers, currencies, and goods. Our platform gathers, harmonises, and provides insights from data.

As economies around the world take twists and turns amidst political, geographical, technological, and social transformations, one thing is for sure – Change. Yes, the inevitable that surreptitiously unmasks itself even before you realise its existence.

About 40 percent of the global adult population is under 35 years of age and this number is most likely to be doubled by 2020. Millennials also known as the Generation Y have a keen sense of understanding of how the market runs, have deep entrepreneurial ambitions and a have a better understanding of investment when compared to the Baby Boomers.

The Wealth Management industry is currently undergoing a sea change as it moves from traditional methods to adopt the final frontier of technology adoption including AI, Big Data, Analytics, and Robo-advisory. However, the human element of customer service and ‘gut instinct’ can never be replaced and Wealth Management firms are seeing the rise of a new model, namely the ‘Hybrid advisory’ model.

A 2018 report by data firm Wealth X that analyzes the state of Ultra Wealthy Individuals ( $30m or more in net worth) brought to light that Asia posted the greatest jump in the number of Ultra HNIs at 18.5% while their net wealth grew by 26.7% almost twice the rate seen in the United States.

Traditional Wealth Management firms can vastly benefit from partnering with new Fintech kids on the block to digitize their offerings. A well-implemented partnership can bring with it a host of benefits including uplift in the bottom line, saved time, saved costs and an increase in customer penetration.

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.

Valuefy specialises in providing comprehensive, precise, and customised banking software and fintech solutions for banks. In order to adapt and connect to existing bank apps and to enable flexibility to handle any app configuration, regardless of bank legacy technology, we adopted a modular approach. This allowed for a quick go-to-market.

Wealth in a Box is a flexible and pluggable architecture that houses Valuefy's fintech solutions. Using our Wealth in a BOX pluggable architecture, fintech can give your wealth/investing ideas wings. We serve banking, wealth management, and fintech experts with practical technological solutions and financial software development since we speak the same language as the sector.

Valuefy's Valueat is a white label investment management software that assists financial advisers in portfolio selection, construction, and customization. By easily integrating with advisor and client portals, our potent visualisation widgets may free up advisor time to concentrate on investment strategy and provide clients with an engaging experience.