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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 Reports. An unbeatable combination of data security, zero manual work, no more spreadsheets and slice & dice capability.

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.

Features

Wealth Dashboard

  • Single-Click Realtime Reports

  • Mark-to-Market Graphs with %ages

  • Comparative Graphs with Indexes

  • Historical Price Movement Graphs

  • Market Watch: Candlestick & Volume

  • Single Member & Consolidated Family Holding

    • By Asset Class

    • By Scrip

    • By Risk Rating

    • By Liquidity Rating

    • By Industry

    • By Country

    • By DP/Registrar

    • By Individual Lots

    • Long/Short Term Breakup

  • Comparative Performances

    • By Members

    • By Member Groups

  • Price Alerts: Online/SMS/Email

  • Portfolio Rebalancing: Target vs Actual

  • Automatic Market Rates

  • 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

  • Contract Notes

  • Mutual Fund Statements

  • IAF Statements

Auto Import from PDF Files

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

Want to learn more?
Contact our Wealth Management Consultants today

 

WHAT PEOPLE SAY

What this allows is to solve problems for families with multiple wealth management banking relationships​

—  Sita M
Advisor, Financial Services

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