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FamilyWealthGuru

Write a Review|Unclaimed profile
Singapore HQFounded 1987

Deployment

WindowsMacLinux

Best for

SmallMedium

Overview

About FamilyWealthGuru

Family Wealth Guru provides you with accurate real-time view of your investment portfolio without minimal manual work. FamilyWealthGuru offers Portfolio Aggregation with Automatic Mark-to-Market. An unbeatable combination of data security, zero manual work, no more spreadsheets and slice & dice capability. Ideally suited for Family Offices, External Asset Managers and Fund Managers.

At a glance

Software information

Industries served, licensing and the support FamilyWealthGuru provides.

Industries

  • Investment-management

Licensing

  • Open Source
  • Quote Based

Support

  • Phone
  • 24x7 Support

Training

  • Webinar

Knowledge Base

  • Help Guides
  • Video Guides
  • Blogs
Languages (1)
English
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Capabilities

FamilyWealthGuru features

The full feature set, grouped by module.

Stock Portfolio Management Software

  • Client Management
  • Data Warehousing
  • Portfolio Accounting
  • Portfolio Rebalancing
  • Stock Alerts
  • Technical Analysis

Wealth Management Software

  • Accounting Management
  • Asset Reporting
  • Financial Planning
  • Fund Management
  • Investment Tracking
  • Performance Measurement
  • Portfolio Management

Plans

FamilyWealthGuru pricing

Free Version
No
Payment Frequency
Quote Based
Preferred Currency
USD ($)
Vendor pricing page

Media

Screenshots & video

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