Family Wealth Guru
Family Wealth Guru
| Product | Rating | Most Used By | Product Summary | Starting Price |
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 Family Wealth Guru | N/A | Family Wealth Guru offers Portfolio Aggregation with Automatic Mark-to-Market Reports. It supports data security, with zero manual work, no more spreadsheets and slice & dice capability. With direct Import from Contract Notes and Statements, Family Wealth Guru is fully integrated with FACT ERP.NG: Portfolio Aggregation and Accounting. The user can host on a private Cloud server or on-premise server. Family Wealth Guru can protect sensitive data so that the user can safely store information and… | N/A |
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| Editions & Modules | No answers on this topic | ||||||||||
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| Entry-level Setup Fee | No setup fee | ||||||||||
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