Web, Windows
11 Circus Market Place, Agarwalla Chambers, Kolkata 700017, India
Email · Phone
5 countries
About FamilyWealthGuru
FamilyWealthGuru is a comprehensive wealth management platform designed to streamline portfolio tracking, financial integration, and investment analysis for individuals and organizations.
FamilyWealthGuru Details
Vendor
FACT Software Group
Year Launched
N/A
Location
11 Circus Market Place, Agarwalla Chambers, Kolkata 700017, India
Deployment
cloud, on premise, windows, web browser
Training Options
live online, in person, demo
Countries Served
Philippines, Singapore, Nepal, Malaysia, India
Languages
English
Users
Individual Investors, Family Office Managers, Wealth Advisors, Financial Planners, Investment Analysts
Industries Served
Family Offices, Financial Services, Investment Management, Wealth Management
Tags
Investment Management, Family Office Exchange, Wealth Management, Financial Planning, Estate Planning, Portfolio Management
FamilyWealthGuru's In-App Market Place
Does FamilyWealthGuru 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 ($), INR (₹), null, INR (₹)
Pros & Cons
- Generates real-time mark-to-market reports for accurate portfolio valuation
- Enables detailed asset categorization for improved reporting and insights
- Offers deep analytics like IRR and performance comparison for better decisions
- Supports automated import from broker notes saving time and manual effort
- Provides unified portfolio view across multiple asset classes and investment groups
- Learning curve may be high for users unfamiliar with wealth management systems
- Absence of AI-driven insights or automation features reduces advanced capabilities
- Primarily tailored to Asian markets which may limit global investment adaptability
- User interface details are unclear and may not be modern or highly intuitive
FamilyWealthGuru's Support Options
Email Address
sales@factsoftware.comContact
+91 33 40107050FamilyWealthGuru's Alternatives
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