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Wealth management software - Wealth management platform

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Valuefy
Wealth management software - Wealth management platform

With our high-tech and wealth management platform and wealth management software, you can embrace the digital transformation of financial consulting. Wealthfy is a plug-and-play adaptable, flexible, seamless white label to functional module that can interweave with older systems and has a customizable workflow and a modular full stack API. It gives you a competitive edge by empowering you with portfolio intelligence on your client's portfolio. Our powerful visualization widgets can seamlessly integrate with advisor and client portal, freeing up advisor time to focus on investment strategy and giving an engaging experience to clients. Attribution and Family aggregation mix. Our system was created to help advisors and customers through the process of making the best financial selections possible. You will maintain the best standard of service regardless of how many customers you have, whatever segment they belong to, or how experienced your advisers are. Even better, it will take less time than you anticipate. It simply takes a glance to get a complete understanding of a client's financial portfolio, which means you can make appropriate recommendations in only one appointment. In addition, you'll be lot simpler to contact. Consider a client app, online meetings, and pooled investing ideas, among other things

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