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Designed for Family Offices, Wealth Advisors, Stock Brokers, Fund Managers & Private Bankers. Import the Broker Contracts and view Family Portfolio in a single click. No extra work. No spreadsheets. Instant Graphs show Mark-To-Market Reports by Asset Class, Family Member, Scrips. Drill Down to the individual lots. Includes full accounting : prepare P&L & Balance Sheet for each Family Member. For India : Automatic Breakup of Long Term and Short Term, Income Tax calculation.
Provider
FACT Software Group
Located In
India
Open API
Unverified
Training
Live Online, In Person
Support
Chat
* Family Offices * Wealth Advisors * Stock Broking Firms * Private Banks
Content Source: FamilyWealthGuru
Green rating bars show the winning product based on the average rating and number of reviews.
FamilyWealthGuru Reviews
"FACT ERP.NG"
Overall: Comprehensive, clear and outcomes self explanatory
Pros: User friendly Informative reports Seamlessly assists GST Compliance
Cons: Customization request takes a little time to get done.
"An amazing tool for family wealth management"
Overall: Ensuring timely & accurate data preparation so that decision making is easier
Pros: Flexibility of getting to know exactly what we want to know so that we can make the best possible investment decisions... clean look & feel with a classy visual appeal
Cons: None so far and will inform if there's something that we feel that we need that's not there
"Wealth Guru"
Overall: What this allows is to solve problems for families with multiple wealth management banking relationships and providing a consolidated view of the portfolio with the ability to get information very quickly, including historical data, analysis, risk classification etc.
Pros: Based on the demonstration done, it was simple to use with multiple features and the ability to fine tune to one's individual needs, which is very important in portfolio management.
Cons: Based on what was shown very little. The software seems to have features which larger families can use effectively.
Vendor Response
