Family Wealth Guru

Family Wealth Guru, developed by FACT Software, is an all in one wealth management platform tailored for family offices, private wealth managers, and high net worth individuals seeking complete visibility and control over their financial portfolios. The software supports tracking of a wide range of assets including stocks, bonds, mutual funds, real estate, commodities, and even alternative investments like jewellery and private equity. It offers real time portfolio aggregation, allowing users to consolidate multiple accounts and categorize investments based on asset class, risk, liquidity, and geography. Automated alerts via email, SMS, and messaging platforms ensure users stay updated on market movements. The platform also enables efficient portfolio rebalancing by comparing target allocations with actual holdings and calculating internal rates of return across assets. With minimal manual input required, it reduces operational complexity while improving accuracy and efficiency. Its reporting capabilities provide deep insights into performance trends and comparative analysis across portfolios and groups.