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.
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All data resides on your Server
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Automatic Mark-to-Market Reports
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No cut and paste. No more spreadsheets. No delays.
Features
Wealth Dashboard
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Single-Click Realtime Reports
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Mark-to-Market Graphs with %ages
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Comparative Graphs with Indexes
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Historical Price Movement Graphs
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Market Watch: Candlestick & Volume
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Single Member & Consolidated Family Holding
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By Asset Class
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By Scrip
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By Risk Rating
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By Liquidity Rating
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By Industry
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By Country
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By DP/Registrar
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By Individual Lots
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Long/Short Term Breakup
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Comparative Performances
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By Members
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By Member Groups
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Price Alerts: Online/SMS/Email
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Portfolio Rebalancing: Target vs Actual
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Automatic Market Rates
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Auto FIFO Handling
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Auto Speculation Trade Handling
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Internal Rate of Return (IRR): Target vs Actual
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Projected Cash Flow
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Interest Coupon Tracking
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Jewellery Tracking with Revaluation
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Upload Photos of Assets
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IRR for Property Investments
No Spreadsheets :: Zero Errors
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No more Cut & Paste
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No Duplication
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No Delays
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Contract Notes
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Mutual Fund Statements
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IAF Statements
Auto Import from PDF Files
Unlimited Benefits
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Access from anywhere via Web
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View, Export & Print
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Save as PDF & Email
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Automatic Multi-Broker Accounting
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Multiple Demat/Depository Holdings
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Automatic Asset Valuation at Cost
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Fixed Deposit Accounting
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Recurring Rent Invoicing
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Automatic Allocation of Taxes & Brokerage
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Integrated with FACT ERP.NG
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Automatic GST & TDS (Withholding Tax)
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Automatic P&L and Balance Sheet for easy filing of Income Tax Returns
WHAT PEOPLE SAY
What this allows is to solve problems for families with multiple wealth management banking relationships
— Sita M
Advisor, Financial Services