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Wealth Platform – Valuefy

Software

private wealth management solutions

,

wealth management infrastructure

,

wealth platform

https://valuefy.com/wealth-in-box/  
Unlike traditional solutions, Wealth platform is a five-layer architecture that significantly reduces costs and increases efficiency for wealth managers.Our platform provides highly reliable data aggregation to connect to 50+ banks and brokers, standardize and harmonize data and make it available in one place for analysis.