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
Q: What kinds of users and organization types does FamilyWealthGuru work with?
FamilyWealthGuru works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does FamilyWealthGuru support in their product?
FamilyWealthGuru supports these languages: English.
Q: What kind of support options does FamilyWealthGuru offer?
FamilyWealthGuru offers support via phone support and online.
Q: Does FamilyWealthGuru have a mobile app?
Yes, FamilyWealthGuru has a mobile app for Android.
Q: What type of training does FamilyWealthGuru provide?
FamilyWealthGuru provides training in the form of documentation and live online.
FamilyWealthGuru Product Features
Investment Management
Accounting Management
Supported
Benchmarking
Supported
Client Management
Supported
Commodities
Supported
Fund Management
Supported
Performance Metrics
Supported
Portfolio Management
Supported
Risk Management
Supported
Bonds / Stocks
Not Supported
Compliance Reporting
Not Supported
Data Import / Export
Not Supported
For Investment Advisors
Not Supported
For Investors & Traders
Not Supported
Modeling & Simulation
Not Supported
Payroll & Commissions
Not Supported
