Managing your Wealth has never been Simpler!

FACT Software, your Wealth Management Partner provides a 100% Wealth Management solution for your Family Office.

Family Wealth Guru provides you with accurate real-time view of your investment portfolio without minimal manual work. With over 34 years of industry expertise, we ensure that Investors, Private Wealth Managers and CFOs can take data-driven decisions to make smart investment choices.

Seamless Portfolio Management

Track Every Asset

Monitor and Track every asset with Online, SMS, Email or WhatsApp Price Alerts for Quoted Assets. We mean every asset:

  • Stocks
  • Bonds
  • Fixed Deposits
  • Mutual Funds
  • Bullion
  • Properties
  • Private Equity
  • Jewellery (incl. revaluation)
  • Commodities
  • And More

Instant Portfolio Aggregation

Manage your Individual, Family and Group Investments by setting up multiple Custom Portfolio Aggregations. Further categorise your Portfolio by:

  • Asset Class
  • Scrip
  • Risk Rating
  • Liquidity Rating
  • Industry
  • Country
  • DP/Registrar
  • Custom Classification

Easy Portfolio Rebalancing

Analyze your Top N Assets to quickly rebalance your portfolio. Generate Reports to show Target versus Actual Percentages and IRRs by Asset and Asset Class, view IRR for Top N Assets and analyse Comparative Performances of Members and Member Groups.

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