Family Wealth Guru

Family Wealth Guru is a comprehensive wealth management solution developed by FACT Software for family offices, private investors, and CFOs. It provides a real-time, accurate view of investment portfolios with minimal manual input. Built on over three decades of financial software expertise, it simplifies asset tracking, portfolio aggregation, and performance analysis, enabling smarter, data-driven investment decisions.

Features

• Real-time portfolio tracking across all asset classes
• Automated mark-to-market reporting
• Custom portfolio aggregation by asset class, risk rating, industry, and more
• Price alerts via SMS, email, WhatsApp for quoted assets
• Detailed rebalancing tools with IRR and performance comparisons
• Secure server deployment with seamless ERP integration

Capabilities

• Track and monitor diverse assets including stocks, bonds, mutual funds, bullion, properties, private equity, and commodities
• Set up individual, family, and group investment portfolios
• Generate comparative performance reports for members and groups
• Analyze top-performing assets and rebalance portfolios accordingly
• Classify assets using custom tags for liquidity, risk, and geography

Benefits

• Eliminates manual spreadsheet-based tracking
• Improves decision-making with real-time data
• Reduces stress and complexity in wealth management
• Enhances productivity for family office managers and fund administrators
• Provides a secure and scalable solution for high-net-worth families