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

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.

  • All data resides on "your Server"
  • Automatic Mark-to-Market Reports
  • No cut and paste. No more spreadsheets. No delays.

Highlights of FamilyWealthGuru

Wealth Dashboard

  • Single-Click Realtime Reports
  • Mark-to-Market Graphs
  • Comparative Graphs with Indexes
  • Historical Price Movement Graphs
  • Consolidated Family Holding
    • By Asset Class
    • By Scrip
    • By Risk Rating
    • By Liquidity Rating
    • By Industry
    • By Country
    • By DP/Registrar
  • Single Family Member Holding
    • By Asset Class
    • By Scrip
    • By Individual Lots
    • Long/Short Term Breakup
  • Comparative Performances
    • By Members
    • By Member Groups
  • Market Watch: Candlestick & Volume
  • Price Alerts: Online/SMS/Email
  • Portfolio Rebalancing: Target vs Actual
  • Automatic Market Rates
  • Mark-to-Market with %ages
  • Auto FIFO Handling
  • Auto Speculation Trade Handling
  • Internal Rate of Return (IRR): Target vs Actual
  • Projected Cash Flow
  • Interest Coupon Tracking
  • Jewellery Tracking with Revaluation
  • Upload Photos of Assets
  • IRR for Property Investments

No Spreadsheets :: Zero Errors

  • No more Cut & Paste
  • No Duplication
  • No Delays

Auto Import from PDF Files

  • Contract Notes
  • Mutual Fund Statements
  • IAF Statements

Unlimited Benefits

  • Access from anywhere via Web
  • View, Export & Print
  • Save as PDF & Email
  • Automatic Multi-Broker Accounting
  • Multiple Demat/Depository Holdings
  • Automatic Asset Valuation at Cost
  • Fixed Deposit Accounting
  • Recurring Rent Invoicing
  • Automatic Allocation of Taxes & Brokerage
  • Integrated with FACT ERP.NG
  • Automatic GST & TDS (Withholding Tax)
  • Automatic P&L and Balance Sheet for easy filing of Income Tax Returns

Query / Feedback

Have a Query or a Feedback to share?

Let us know.

sales@familywealth.guru

Our Locations

SINGAPORE

FACT Software International Pte Ltd
(199206146Z)
10 Hoe Chiang Road
#14-07 Keppel Towers
Singapore 089315
Phone +65 62208832
singapore@factsoftware.com

MALAYSIA

FACT System (Malaysia) Sdn Bhd
(264708-H)
A-03-03A Empire Tower   Empire Subang
Jalan SS16/1   47500 Subang Jaya
Malaysia
Phone +60 3 78030830
malaysia@factsoftware.com

PHILIPPINES

FACT Software Philippines Inc
(CS200509224)
2702 Antel Global Corporate Center
Julia Vargas Avenue   Ortigas Center
Pasig City 1605
Philippines
Phone +63 2 5314632
philippines@factsoftware.com

INDIA - Kolkata

FACT Solutions India Pvt Ltd 
(U65993WB1986PTC040387)
11 Circus Market Place
Agarwalla Chambers
Kolkata 700017
India
Phone +91 33 40107050
Mobile +91 7595069429
india@factsoftware.com

INDIA - New Delhi

FACT Solutions India Pvt Ltd 
(U65993WB1986PTC040387)
A83 Okhla Phase II
Ground Floor
New Delhi 110020
India
india@factsoftware.com

UAE

FACT Software Middle East FZ LLC
(19737)
Dubai Internet City
Building 2 - Suite 125
PO Box 500062
Dubai
United Arab Emirates
Phone +971 4 3910780
dubai@factsoftware.com

NEPAL

FACT Nepal Pvt Ltd
(31341/061/62)
Sanepa   Lalitpur   PO Box 573
Kathmandu
Nepal
Phone +977 1 5552788
nepal@factsoftware.com