FamilyWealthGuru
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.
1987
Singapore
- Investment-management
- English
Industries
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Investment-management
Licensing & Deployment
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Open Source
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Cloud Hosted
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Windows
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Mac
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Linux
Support
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Phone
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24x7 Support
Training
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Webinar
Knowledge Base
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Help Guides
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Video Guides
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Blogs
Media
FamilyWealthGuru Core Features
Focus of Stock Portfolio Management Feature
- Client Management
- Data Warehousing
- Portfolio Accounting
- Portfolio Rebalancing
- Stock Alerts
- Technical Analysis
FamilyWealthGuru Pricing
Pricing Type
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Contact Vendor
Preferred Currency
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USD ($)
Free Version
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No
Payment Frequency
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Quote Based
FamilyWealthGuru Reviews
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