Track Diverse Assets
Manage stocks, bonds, mutual funds, fixed deposits, property, private equity, jewellery, commodities, and more.
Family Wealth Management Software
Your family's complete wealth picture. In one place.
Track investments, consolidate portfolios, monitor performance, and connect wealth management with accounting using Family Wealth Guru from FACT.
From listed investments to property, private equity, jewellery, and more — understand what your family owns and how it is performing.
Your Wealth. One View.
Managing family wealth shouldn't mean managing another spreadsheet.
Family wealth rarely sits in one place.
Assets→Portfolios→Accounting→Performance→One Family Wealth View
Stocks. Bonds. Mutual funds. Fixed deposits. Property. Private equity. Commodities. Jewellery.
Add multiple family members, portfolios, currencies, and years of transactions, and maintaining an accurate picture of family wealth can quickly become complicated.
Family Wealth Guru brings that information together.
Track every asset
Your wealth is more than a stock portfolio.
Bring financial and non-financial investments together to build a more complete view of family wealth.
- Stocks
- Bonds
- Fixed Deposits
- Mutual Funds
- Bullion
- Properties
- Private Equity
- Jewellery, including revaluation
- Commodities
- And more
One view across the family
Wealth may be owned by one individual, several family members, or different entities.
Family Wealth Guru lets you manage individual, family, and group investments through custom portfolio aggregations.
See investments together — or break them down according to how you want to analyze them.
See the whole picture without losing the detail underneath it.
Organize portfolios by:
- Asset Class
- Scrip
- Risk Rating
- Liquidity Rating
- Industry
- Country
- DP / Registrar
- Custom Classifications
- Individual
- Family
- Group
- Consolidated View
Wealth management connected to accounting
Your investment portfolio and your books shouldn't tell different stories.
Family wealth is often tracked in investment software or spreadsheets while the accounting is maintained somewhere else.
Investment Activity→Accounting→Portfolio→Reporting
That creates duplicate work and can disconnect portfolio reporting from the underlying financial records.
Family Wealth Guru was designed differently.
It brings wealth management and accounting together, helping keep investment activity connected with the financial information behind it.
Less manual reconciliation. Less dependence on disconnected spreadsheets.
Reduce manual investment accounting
Investment management can involve significant administrative work.
Transactions need to be recorded. Values need to be updated. Dividends need to be tracked. Portfolio reports need to reflect the underlying financial activity.
Family Wealth Guru helps structure and automate more of this process so family offices and investors don't have to rely on manually maintained spreadsheets to understand their wealth.
Your portfolio becomes part of a financial system — not another file someone has to keep updated.
See what your portfolio is worth today
Move beyond historical cost.
Investment values change.
Family Wealth Guru helps investors maintain an up-to-date view of their portfolio, including the ability to monitor quoted assets and revalue applicable assets.
Price alerts can be delivered through channels including online notifications, SMS, email, and WhatsApp for quoted assets.
Understand what you own — and what it's worth.
Understand portfolio performance
Knowing what you own is only the beginning.
Family Wealth Guru provides reporting and analysis to help investors understand how investments are performing.
Move from a list of investments to a clearer understanding of portfolio performance.
Analyze:
- IRR by Asset
- IRR by Asset Class
- Top Assets
- Target vs. Actual Allocations
- Comparative Performance
- Individual Members
- Member Groups
Rebalance with better information
See where your portfolio differs from where you want it to be.
Family Wealth Guru helps you analyze your Top N Assets and compare target versus actual portfolio percentages.
This gives investors, family offices, and financial decision-makers clearer information when reviewing portfolio allocation and considering rebalancing decisions.
The software gives you the information. You make the investment decision.
- Current Portfolio
- Target Allocation
- Variance
- Review
From broker statement to financial record
Investment administration shouldn't require manually recreating every transaction.
Family Wealth Guru was developed to reduce the manual work involved in managing family investments and their accounting.
Bring investment information into a structured system so transactions can contribute to both portfolio management and financial reporting.
Less manual entry. More connected information.
Track dividends without another spreadsheet
Dividend income can become difficult to monitor across numerous investments and family members.
Family Wealth Guru helps bring dividend tracking into the wider wealth-management environment, keeping income connected with the investments that generated it and the accounting behind it.
See more than what you own.
Understand what your assets are producing.
Built for families and family offices
Family Wealth Guru is designed for people managing complex wealth across multiple investments and ownership structures.
- High-Net-Worth Individuals Bring diverse investments together into one structured wealth-management system.
- Families Understand wealth across individual family members and the family as a whole.
- Family Offices Manage portfolios, accounting, reporting, and investment information through one connected environment.
- CFOs & Finance Teams Connect investment activity with the financial records behind family wealth.
- Private Wealth Managers Use consolidated portfolio information and performance reporting to better understand the assets being managed.
From individual investment to family wealth
Family Wealth Guru lets you move between the big picture and the individual assets underneath it.
Drill down
See the family at the top.
Understand the investment underneath.
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Family
Family Wealth
The complete family picture.
-
Member
Member / Group
An individual or a group of members.
-
Portfolio
Portfolio
The portfolios they hold.
-
Class
Asset Class
Stocks, property, deposits and more.
-
Asset
Individual Asset
One holding.
-
Activity
Investment Activity
The transactions behind it.
-
Books
Accounting
The accounting record.
Family Wealth Guru + CXO Control Tower
Bring wealth into your management view.
Family Wealth Guru is integrated into the FACT ERP.NG reporting environment, including the CXO Control Tower.
Business Wealth + Investment Wealth→Greater Financial Visibility
That means wealth information can become part of the same management environment used to understand financial and business performance.
FAQ
Frequently Asked Questions
What is family wealth management software?
Family wealth management software helps individuals and families track, consolidate, analyze, and report on investments and other assets across multiple portfolios and family members.
What is Family Wealth Guru?
Family Wealth Guru is FACT's wealth management solution for families, high-net-worth individuals, family offices, private wealth managers, and finance teams. It combines portfolio management, performance analysis, and investment accounting within a structured financial system.
What assets can I track?
Family Wealth Guru can track assets including stocks, bonds, fixed deposits, mutual funds, bullion, properties, private equity, jewellery, commodities, and other investments.
Can I consolidate investments across family members?
Yes. Family Wealth Guru supports individual, family, and group investment portfolios with custom portfolio aggregations.
Can I categorize my investments?
Yes. Portfolios can be analyzed using categories including asset class, scrip, risk rating, liquidity rating, industry, country, DP/Registrar, and custom classifications.
Can Family Wealth Guru calculate investment performance?
Family Wealth Guru provides portfolio analysis including IRR by asset and asset class, Top N Asset analysis, target-versus-actual allocation reporting, and comparative performance across members and member groups.
Can Family Wealth Guru help with portfolio rebalancing?
Yes. Its reporting can compare target and actual portfolio percentages and provide performance information to support investment review and rebalancing decisions.
Is Family Wealth Guru only a portfolio tracker?
No. A key difference is its connection between wealth management and accounting. Family Wealth Guru was designed to provide more than portfolio aggregation by bringing investment information into a structured financial and accounting environment.
Who is Family Wealth Guru designed for?
It is designed for high-net-worth individuals, families, family offices, private wealth managers, CFOs, and finance teams managing diverse investment portfolios.
Why Family Wealth Guru?
Consolidate Family Wealth
Create individual, family, and group portfolio aggregations.
Connect Wealth & Accounting
Keep investment management closer to the underlying financial records.
Monitor Portfolio Performance
Analyze IRRs, allocations, asset performance, and member or group performance.
Support Portfolio Rebalancing
Compare target and actual allocations and analyze your largest assets.
Reduce Spreadsheet Dependency
Move portfolio tracking, investment accounting, and reporting into a structured system.
See One Family Wealth Picture
Understand wealth across multiple people, portfolios, asset classes, and investments.
READY TO SEE FACT IN ACTION?
Your family wealth deserves more than a spreadsheet.
Track every asset. Consolidate every portfolio. Understand performance. Keep the accounting connected.
See your family's complete wealth picture with Family Wealth Guru.
Book a Free Demo