Leverage VELMA to drastically increase the productivity of advisors and asset managers across your entire firm. In short, VELMA increases precision in the advisory process leading to greater profits and highly satisfied clients.
Get started in no time using the no-code UI or integrate VELMA with your proprietary tech stack using our well-documented API's.
ADVISORY & ASSET MNGMT FIRMS
VELMA FOR YOUR FIRM
Who loves VELMA?
Are you a core banking software, or fully-fledged wealth management platform provider? Are you looking to add a layer of intelligence and personalization to your platform?
Integrate VELMA as a white labeled solution into your product and create immense value for your clients in no time.