Name: Family Wealth Guru
Author: FACT Solutions India Pvt Ltd (ERP Software)

Help Desk

Web and Video Conferencing

Customer Support

AI Development

Augmented Reality Development

Chatbot

Performance Testing

Development

Business Intelligence (BI)

Collaboration

Enterprise Legal Management

Intellectual Property (IP) Management

Meeting Management

PDF Editors

Enterprise

Accounting

Treasury Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Relocation

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

3D Printing

Cloud Storage

Complex Event Processing

Converged Network Adapters (CNAs)

Data Center Virtualization

Database DevOps

Density-Optimized Servers

Fraud Detection

IT Professional Services

Integration Platform as a Service (iPaaS)

Mainframe Monitoring

Network Performance Monitoring

OpenStack Cloud

Remote Desktop

SaaS Backup

SaaS Management

Server Virtualization

Software Composition Analysis (SCA)

Storage as a Service (STaaS)

Telecom Expense Management (TEM)

Test Management

Unified Communications Monitoring

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Audience Engagement

Content Management

Contest Management

Email Marketing

Enterprise Marketing Management

Local Marketing

Market Intelligence

Marketing Automation

Mobile Advertising

Referral Marketing

Social Media Management

Survey & Forms Building

Web Analytics

Wholesale Marketplace

Marketing

Project Management

Wireframing

Professional Services

Customer Onboarding

Customer Relationship Management (CRM)

Sales Enablement

Sales Performance Management

Sales

Construction Workforce Management

Dental

Direct Secure Messaging

Financial Services CRM

Medical Office EMR & EHR

Mobility as a Service

Vertical-Specific

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Family Wealth Guru is a powerful financial portfolio software designed for family wealth managers and investors within the Asian investment ecosystem. The software enables users to monitor, track, and analyze every asset such as stocks, bonds, mutual funds, bullions or properties that are owned individually or by a group of people. With its customizable account settings, the platform allows filtering results based on assets or scrip type while providing liquidity ratings and country-specific industries options.

Real-time tracking with notifications via text message, email or WhatsApp keeps users informed about their investments' status 24/7. Analyzing investments becomes easy thanks to project flow analysis tools along with candlestick volume market graphs that display comparative historical price movement graphs; what-if scenarios assist in making decisions themselves. Auto-updating balances make monitoring tax compliance simple so users can focus on analyzing their top-performing assets quickly; custom reports generated instantly include profit-loss statements or balance sheets that provide detailed insights into individual accounts - everything an investor needs at your fingertips!

Covercy is a Banking-Embedded Investment Management Platform built for commercial real estate investment firms. It offers automated distribution & capital call payment processing, an Investor Portal, and APY yielding checking accounts.

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ECOS

Family Wealth Guru

Investment Portfolio Management

FACT Solutions India Pvt Ltd (ERP Software)

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Investment Portfolio Management Software

Family Wealth Guru

Overview

What is Family Wealth Guru?