FamilyWealthGuru
FamilyWealthGuru offers wealth management software for investors, wealth managers and family offices.
Listing updated
About FamilyWealthGuru
FamilyWealthGuru offers wealth management software for investors, wealth managers and family offices. The platform provides portfolio aggregation with automatic mark-to-market, and is fully integrated with financials, creating purchase and sale invoices directly from brokers' contract notes.
The solution is tailored to the Asian investment ecosystem and lets users track, organise and analyse asset classes including stocks, bonds, fixed deposits, mutual funds, bullions, properties, private equity, jewellery and commodities. It is integrated with FACT ERP.NG and can be installed on an on-premises or private cloud server.
- Category
- Computer Software & Solutions Provider
- Location
- Singapore
- Website
- familywealth.guru
Summary written with AI from public business data. Disclaimer
Products & services
- Wealth management software
- Portfolio aggregation with automatic mark-to-market
- Integrated financials with purchase and sale invoice creation from contract notes
- Portfolio rebalancing and reporting tools
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Location
Quick facts
- Business name
- FamilyWealthGuru
- What it supplies
- FamilyWealthGuru is listed under Computer Software & Solutions Provider.
- Category
- Computer Software & Solutions Provider
- Location
- Singapore
- Listed products and services
- Wealth management software, Portfolio aggregation with automatic mark-to-market, Integrated financials with purchase and sale invoice creation from contract notes, Portfolio rebalancing and reporting tools. (Summarised with AI from public business data.)
- How to contact
- Phone, email, website and an enquiry form on this page.
- Listing last updated