FamilyWealthGuru

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

Visit website

Write a Review

Unclaimed Profile

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.

Screenshot & Video

1/2

LICENSING & DEPLOYMENT

Open Source
Cloud Hosted
Windows
Mac
Linux

SUPPORT

Phone
24x7 Support

Training

Webinar

Knowledge Base

Help Guides
Video Guides
Blogs

FamilyWealthGuru Core Features

Stock Portfolio Management

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

Wealth Management

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

Payment Frequency

Quote Based

Vendor pricing page

FamilyWealthGuru Reviews

No reviews submitted yet.

Be the first one to review

This profile is not claimed

Do you own or represent this business? Enter your business email to claim your GoodFirms profile.