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.
No Valuefy videos yet. You could help us improve this page by suggesting one.
OptionsHouse - OptionsHouse is an online stock trading platform with an easy-to-use interface.
FileInvite - Stop chasing your clients for documents! Easily request files, documents, forms & signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly.
TradeStation - Whether you trade stocks, ETFs, options or futures, TradeStation’s award-winning tools and...
Oracle Bharosa - Oracle Bharosa is a fraud and identity theft control system that helps you combat these problems in your organization.
Questrade - Questrade IQ Mobile is everything you need to trade stocks - right in the palm of your hand.
KYC Portal - KYC Portal is a client lifecycle management platform that allows users to have the full ownership of policy automation from increasing operational efficiencies to business relationship outreach.