Wealth in a Box Reviews

Wealth in a Box Description

Wealth in a Box, an agile platform that integrates front, middle and back-office technology solutions, streamlines wealth management and reduces costs. The platform's five-layer architecture makes it ideal for managers looking for innovative but sophisticated wealth technology solutions that will help them deliver exceptional service to UHNWI and HNWI clients.

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Company Details

Company:

Valuefy

Year Founded:

2010

Headquarters:

United Kingdom

Website:

valuefy.com/wealth-in-box/

Media

Product Details

Platforms

SaaS

Customer Support

Phone Support

24/7 Live Support

Online

Wealth in a Box Features and Options

Wealth Management Software

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