Family Wealth Guru
Family Wealth Guru : Reviews, Pricing, Features & Alternatives
Family Wealth Guru is an Investment Management Software. Review Family Wealth Guru : Overview & Pricing
Family Wealth Guru Overview : Features, Pricing, Reviews & Alternatives
Family Wealth Guru is an Investment Management Software intended for businesses. Let’s discover user reviews, features and prices of this business app.
Family Wealth Guru is listed as a Investment Management Software and Finance Software for companies and is used for Investment Management …
Family Wealth Guru prices are available on demand .
Family Wealth Guru is a financial portfolio platform designed for family wealth managers and investors, primarily those operating within the Asian investment ecosystem
What is Family Wealth Guru ?
Family Wealth Guru is a financial portfolio platform designed for family wealth managers and investors, primarily those operating within the Asian investment ecosystem. The software can send alerts via SMS, email, and WhatsApp, and also tracks the value of assets such as stocks, bonds, deposits, bullion, and property. It also allows users to group individual, family or group investments by customizing each account. Users can filter the results by type of asset or certificate, risk and liquidity ratings, country, sector, etc.
Family Wealth Guru Review : Pros & Cons
Pros & Cons
When it comes to finding the right Investment Management tools to manage your business, you have too many options – and they all come with their strengths and weaknesses.
One such familiar name in this arena is Family Wealth Guru, and as you may have guessed from the title, this review will tell you more about Family Wealth Guru’s pros and cons.
Weighing the pros & cons is essential before selecting this tool for your business and your team.
Family Wealth Guru Pros : Key Benefits
– Track and control all assets including stocks, bonds, fixed deposits, mutual funds, bullion, property, private equity, jewelry and receive online, SMS, email and price alerts for listed assets.
– Market rates update automatically, so you can generate instant market value reports with percentages, with the option to enter daily or monthly estimated market rates for unlisted assets.
– Analyze assets to quickly rebalance your portfolio. Generate reports to view target vs. actual percentages and IRRs by asset and asset class, view asset IRRs, and analyze comparative performance of members and member groups.
– Import contract notes, mutual fund statements, and IAF custodian statements. Buy and sell transactions are imported intelligently with automatic updating of custody accounts.
– Analyze investments with project cash flow, comparative charts with indices, historical price movement charts, candlesticks and market volume, and what-if scenarios.
– Generate profit and loss accounts and balance sheets, automatically update bank balances, monitor tax compliance, prepare tax returns instantly, and much more.
Family Wealth Guru Cons
– Con : Not always the cheapest option : Investment Management Software average cost is $ 30 .
– Con : Custom integrations can come at a price.
Family Wealth Guru Features
Here is the list of the main features of this computer software :
– API
– Accounting
– Activity Dashboard
– Activity Tracking
– Alerts/Notifications
– Asset Lifecycle Management
– Audit Trail
– Benchmarking
– Bonds / Stocks
– Compliance Management
– Compliance Tracking
– Contact Management
– Customizable Reports
– Data Import/Export
– Data Visualization
– Document Management
– Document Storage
– Fee Management
– Financial Analysis
– Financial Management
Main function & Pro Features
– For Investment Advisors
– For Investors & Traders
– Investments Tracking
– Mobile Access
– Monitoring
– Order Management
– Payroll & Commissions
– Performance Metrics
– Portfolio Management
– Portfolio Rebalancing
– Self Service Portal
– Real Estate
– Summary Reports
– Real Time Analytics
– Third Party Integrations
– Real Time Data
– Visual Analytics
– Real Time Monitoring
– Workflow Management
– Real Time Reporting
Family Wealth Guru Integrations
Family Wealth Guru may integrates with applications & plugins : database connection, synchronize data, share files (…) to improve your workflow and increase your productivity !
It also provides a powerful API toolkit that allows developers to build web services and exchange data.
Family Wealth Guru Pricing
The Family Wealth Guru pricing plan is available on request, but this price is likely to change because different options are offered by the developer : number of licenses, additional functions, add-ons, bundles …
Family Wealth Guru offers several pricing plans :
– Free Trial : $ 0 per user / per month
– Start : Price on demand
– Professional : Price on demand
– Enterprise : Price on demand
– Premium : Price on demand
| Free Trial | Start | Professional | Enterprise | Premium |
| $0 | Price on demand | Price on demand | Price on demand | Price on demand |
| Per month | Per month | Per month | Per month | Per month |
| Per user | Per user | Per user | Per user | Per user |
Save $$$ on SaaS and on-premise Software Subscriptions to help your create, grow and scale your business : annual billing usually is cheaper than monthly billing and you can expect 10% to 20% discount.
Sign up for a trial and start using it right away !
Free trials usually are time limited or feature limited but this is a good way to ensure it is the right option for your business before making a purchase.
Screenshot of the Vendor Pricing Page :
Software Pricing Plans
Pricing Details
Pricing Model : Subscription
Free trial : No information
Free plan : No information
Freemium : No information
Starting price : Prices can vary depending on your business needs.
Entry-level set up fee : No setup fee
The pricing details were last updated this year from the vendor website or retrieved from publicly accessible pricing materials and may be different from actual. Please confirm pricing and deals with the vendor website before purchasing.
Deployment & Setup
Family Wealth Guru is a cloud-based Investment Management platform : its infrastructure is hosted in the United States (probably on AWS, Microsoft Azure or Google Cloud Platform).
family-wealth-guru is a SaaS (Software as a Service) / web application : a web browser on a computer is required for full functionality of features and manage dashboard.
It supports desktop operating systems (like Windows …).
Technical Details & Specifications
Deployment : Cloud / SaaS
Desktop Operating Systems : Windows …
Mobile Platforms : –
Native Apps / Mobile Applications : –
GDPR compliance : No information
Supported languages
This application software supports the following languages : English …
Support & Training
Any problem with this computer program ? The vendor offers the following customer service & support to help teams get the most out of their business application : Email / Help Desk, FAQs / Forum, Knowledge Base, Phone Support …
Hotline : Yes
Training options : Documentation, In Person, Live Online, Videos, Webinars …
Industry & Customers
Who use Family Wealth Guru ?
This software package is tailored to business needs : Entrepreneur, Medium Company, Large Companys …
This web-based application is recommended for trades : Professional …
This cloud software is used in the sectors : Services …
Customer References
Testimonials & Customer References to decide if this is the right business software or service for your company : No reference …
Awards & Recognitions
No information .
Screenshots
This computer program has an ergonomic, intuitive and customizable user interface, which will improve team productivity and collaborative work within your company (Large Company, Medium Company, Non Profit …)
Family Wealth Guru Screenshots & Images : UI, dashboard …
Family Wealth Guru Business Software Pricing
Family Wealth Guru Features & Overview
Family Wealth Guru Screenshot
Videos
This video is no longer available
Family Wealth Guru Reviews
Here is our opinion on Family Wealth Guru : this is a decent investment management software to experience .
Family Wealth Guru User Reviews & Ratings
Online and customer reviews of Family Wealth Guru software are quite plentiful and overall medium :
Overall rating : 3/5
Value for money : 3/5
Functionality : 3/5
Usefulness : 3/5
Ease of use : 3/5
User rating Excellent : 10%
User rating Very Good : 80%
User rating Average : 10%
User rating Poor : 0%
User rating Terrible : 0%
Popularity on social networks :
Your Customer Review on Family Wealth Guru
What is your opinion about this app ? Submit your review and tell us about your overall opinion : experience with this SaaS software, rating, ease of use, customer service, value for money, Pros & Cons …
Customer reviews and feedbacks play an increasingly important role in the business software buying process. You can provide in-depth review and share your buying advice / reviewer sentiment : what is your likelihood to recommend Family Wealth Guru ? What is your likelihood to renew ?
FAQs
Why use a Investment Management Software ?
Investment management software helps manage investment portfolios, verify compliance, optimize portfolio performance, and track financial assets such as stocks, futures, options, and bonds. Some of its common features include asset reporting, portfolio management, and investment tracking. Investment management software makes it possible to follow the investments made and their progress in the company.
Main functions are : Investment tracking, Portfolio performance, Data import, Benchmarking, Asset reports, Financial risk management
Main characteristics are : Software is available over the Internet, application is maintained by the vendor, license to the software may be subscription based or usage based.
Investment Management Software Average Price : from $ 30,00 to $ 30,00 with an average price of $ 30,00 .
Investment Management Software Review
Company details
Developed by FAMILY WEALTH GURU, Inc.
HQ location : USA
Founded :
Total revenue :
Industry : B2B SaaS company
Software Category : Finance & Accounting Software > Finance Software > Investment Management Software
Schema : SoftwareApplication > FinanceApplication
Tags : …
Website :
About This Article
This page was composed and published by SaaS-Alternatives.
The information (and product details) outlined above is provided for informational purposes only. Please Check the vendor’s website for more detailed information.
Our opinion on Family Wealth Guru is independent in order to highlight the strengths and weaknesses of this Investment Management Software. Our website is supported by our users. We sometimes earn affiliate commission when you click through the affiliate links on our website.
Family Wealth Guru Alternatives
If you’re understanding the drawbacks and you’re looking for a Family Wealth Guru alternative, there are more than 5 competitors listed on SaaS-Alternatives !
If you’re in the market for a new software solution, the best approach is to narrow down your selection and then begin a free trial or request a demo.
Top 10 Alternatives & Competitors to Family Wealth Guru
– StockMarketEye
– eFront
– Financial Services Cloud
– Juniper Square
– MRI Software
You can also take a look at other business apps, like our Famepilot review and our DEITY Falcon review.
Comparison with Similar Software & Contenders
Take an in-depth look at popular Finance & Accounting Software and Finance Software to find out which one is right for your needs. Discover how these Investment Management Software compare to Family Wealth Guru when it comes to features, ease of use, customer support and user reviews. Explore software, Compare options and alternatives, Read reviews and Find your solution !
