About Family Wealth Guru
Family Wealth Guru is a comprehensive wealth management software designed to help family offices, investors, and financial professionals track, aggregate, and analyze diverse assets in real time, enabling informed decision making through automated portfolio management and detailed performance insights.
Family Wealth Guru Details
Vendor
FACT Software
Year Launched
1987
Location
11 Circus Market Place Agarwalla Chambers Kolkata 700017 India
Deployment
cloud, on premise, web browser
Training Options
documentation, videos, live online, in person
Countries Served
All Countries.
Languages
English
Users
Investment Advisor, Wealth Manager, Family Office Manager
Industries Served
Finance, Wealth Management, Family Office
Tags
Investment Management, Family Office Solutions, Wealth Management, Financial Planning, Estate Planning, Portfolio Management
Family Wealth Guru's In-App Market Place
Does Family Wealth Guru have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Free trial
Free version
Request a quote
Promo Offer
Accepted Payment Currencies
USD ($)
Pros & Cons
- Real time alerts keep users informed about important market movements instantly
- Comprehensive asset coverage includes traditional and alternative investment categories effectively
- Detailed analytics provide actionable insights for better financial decision making
- Portfolio aggregation simplifies management of multiple accounts and investment structures
- Pricing details not publicly available limiting transparency for potential customers
- May require initial setup effort to configure multiple portfolios and assets
- Integration capabilities not clearly specified for third party financial tools
- Advanced features may be complex for users without financial expertise
Family Wealth Guru's Support Options
Email Address
sales@factsoftware.comContact
+91-75960-14077Documentation
https://www.factsoftware.com/white-papers