Wealth Management Analytics - Valuefy

Banking and other financial services (excl. insurance)

Wealth Management Analytics - Valuefy

Valuefy

We provide Wealth Management Analytics, a comprehensive customer intelligence solution for personal bankers, managers, and financial advisers. The prebuilt dashboards provided by Analytics for Wealth Management provide useful information about your book of business. It illustrate the metrics that advisers might use to monitor client objectives, satisfaction, leads, and recommendations. 

Wealth Management Analytics - Valuefy