Audience
Wealth Management solution for businesses
About FamilyWealthGuru
Family Wealth Guru is fully integrated with Financials. A never-before Integrated Wealth Management Solution. We even create the Purchase & Sale Invoices direct from the Brokers’ Contract Notes. Manage your entire wealth portfolio with Family Wealth Guru, a truly integrated Wealth Management Solution. Tailored to the Asian investment ecosystem, you can track, organize and analyze your various Asset Classes to make data-driven investment decisions. Whether you are an Investor, a Wealth Manager, Family Office CEO, Family Wealth Guru provides a never-before integrated solution for your wealth management needs. Wealth Management is growing more complex every day. It is distributed over Multiple Asset Classes, from Stocks to Mutual Funds, Fixed Deposits to Bonds, Properties to Commodities and more. Never before has the world seen a Wealth Management Software integrated with a rock-solid Financial Solution. Say goodbye to duplication and endless hours of reconciliations.
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Integrations
No integrations listed.
Company Information
FACT Software Group
India
www.familywealth.guru
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Product Details
Platforms Supported
Windows
Android
Training
Documentation
Live Online
Support
Phone Support
Online
FamilyWealthGuru Frequently Asked Questions
FamilyWealthGuru Product Features
Investment Management
Accounting Management
Benchmarking
Client Management
Commodities
Fund Management
Performance Metrics
Portfolio Management
Risk Management
Bonds / Stocks
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Modeling & Simulation
Payroll & Commissions
