FACT Software Group

FamilyWealthGuru


4 / 5
2 reviews

Who Uses This Software?

* Family Offices * Wealth Advisors * Stock Broking Firms * Private Banks


Average Ratings

2 Reviews

  • 4 / 5
    Overall

  • 4.5 / 5
    Ease of Use

  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    $10,000.00/one-time
  • Pricing Details
    5 Concurrent Users
  • Deployment
    Installed - Windows
    Mobile - Android Native
  • Training
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • FACT Software Group
  • www.familywealth.guru
  • India

About FamilyWealthGuru

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.


136249

FamilyWealthGuru Features

  • Accounting Management
  • Benchmarking
  • Bonds
  • Client Management
  • Commodities
  • Compliance Management
  • Equities
  • Fee Management
  • Fund Management
  • Futures
  • Payroll & Commissions
  • Performance Metrics
  • Portfolio Management
  • Risk Management
  • Stocks

FamilyWealthGuru Reviews Recently Reviewed!


FACT ERP.NG

Dec 04, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: User friendly

Informative reports

Seamlessly assists GST Compliance

Cons: Customization request takes a little time to get done.

Overall: Comprehensive, clear and outcomes self explanatory

Wealth Guru

Dec 02, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

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.

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.

Vendor Response

by FACT Software Group on December 06, 2018

Dear Mr Mani

Thank you for the positive review of FamilyWealthGuru which you have so kindly posted.

We are overwhelmed with the tremendous response we are receiving for FamilyWealthGuru and I am happy to inform you that we are implementing it for many External Asset Managers (EAM), Wealth Advisors and Family Offices.

With the singular aim of Zero Manual Work | No More Spreadsheets, we are excited in helping families and wealth managers grow the hard earned wealth.

Cheers / Arvind Agarwalla