Audience
Organizations, private banking, wealth managers, finance firms
About Wealth in a Box
Wealth in a Box is an agile and modern platform that brings together front, middle, and back-office technology solutions to streamline wealth management for increased efficiency and reduced costs. The platform's five-layer architecture is ideal for managers who seek agile but sophisticated wealth technology solutions to help them deliver outstanding service to HNWI/UHNWI clients.
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Integrations
No integrations listed.
Company Information
Valuefy
Founded: 2010
United Kingdom
valuefy.com/wealth-in-box/
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Product Details
Platforms Supported
SaaS
Support
Phone Support
24/7 Live Support
Online