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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TS Imagine
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WealthMapper
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Integrations
No Integrations at this time
Company Details
Company:
Valuefy
Year Founded:
2010
Headquarters:
United Kingdom
Website:
valuefy.com/wealth-in-box/
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Product Details
Platforms
SaaS
Customer Support
Phone Support
24/7 Live Support
Online
Wealth in a Box Features and Options
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