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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.
With direct Import from Contract Notes and Statements, FamilyWealthGuru is fully integrated with FACT ERP.NG: Portfolio Aggregation and Accounting, all in a single package.
Core Features
Stock Portfolio Management Features
  • Client Management
  • Data Warehousing
  • Portfolio Accounting
  • Portfolio Rebalancing
  • Stock Alerts
  • Technical Analysis
Pricing Type
Contact Vendor
Free Version
Payment Frequency
Quote Based
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Licensing & Deployment
  • Cloud Hosted
  • Windows
  • Mac
  • Linux
  • Phone
Knowledge Base
  • Help Guides
  • Video Guides
  • Blogs
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