FamilyWealthGuru
* Automatic Mark-to-Market Reports * Breakup by Asset Class, Family Member, Scrips, Risk Rating, Liquidity Rating
What is FamilyWealthGuru?
Designed for Family Offices, Wealth Advisors, Stock Brokers, Fund Managers & Private Bankers. Import the Broker Contracts and view Family Portfolio in a single click. No extra work. No spreadsheets. Instant Graphs show Mark-To-Market Reports by Asset Class, Family Member, Scrips. Drill Down to the individual lots. Includes full accounting : prepare P&L & Balance Sheet for each Family Member. For India : Automatic Breakup of Long Term and Short Term, Income Tax calculation.
Screenshots
Categories
Features
Benchmarking
Client Management
Fund Management
Investments Tracking
Performance Metrics
FAQ
FamilyWealthGuru belongs to the Investment Management category.
FamilyWealthGuru offers features such as Benchmarking, Client Management, Fund Management, Investments Tracking, Performance Metrics.
No, FamilyWealthGuru does not offer a free trial.
Need help choosing this software?
Have questions about features, pricing, integrations, or implementation? Send an enquiry to the vendor and get the information you need.
Pricing
Starting at:
₹10000/one time
Free Trial Available