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You work hard building your wealth FamilyWealthGuru puts you on Top of the Game

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.
FamilyWealthGuru
1987
Singapore
  • Investment-management
1 Industry
  • English
1 Language
Industries
  • Investment-management
Licensing & Deployment
  • Open Source
  • Cloud Hosted
  • Windows
  • Mac
  • Linux
Support
  • Phone
  • 24x7 Support
Training
  • Webinar
Knowledge Base
  • Help Guides
  • Video Guides
  • Blogs

Media

FamilyWealthGuru video
FamilyWealthGuru

FamilyWealthGuru Core Features

Focus of Stock Portfolio Management Feature
  • Client Management
  • Data Warehousing
  • Portfolio Accounting
  • Portfolio Rebalancing
  • Stock Alerts
  • Technical Analysis
Focus of Wealth Management Feature
  • Accounting Management
  • Asset Reporting
  • Financial Planning
  • Fund Management
  • Investment Tracking
  • Performance Measurement
  • Portfolio Management

FamilyWealthGuru Pricing

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

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