Wealth Management Simplified

Family Wealth Guru is fully integrated with Financials. A never-before Integrated Wealth Management Solution. We even create the Purchase & Sale Invoices direct from the Brokers’ Contract Notes.

left-home-img

What is
Family Wealth Guru?

Manage your entire wealth portfolio with Family Wealth Guru, a truly integrated Wealth Management Solution. Tailored to the Asian investment ecosystem, you can track, organise and analyse your various Asset Classes to make data-driven investment decisions. Whether you are an Investor, a Wealth Manager, Family Office CEO, Family Wealth Guru provides a never-before integrated solution for your wealth management needs.

wealth-management

Why is Integrated
Wealth Management essential?

Wealth Management is growing more complex every day. It is distributed over Multiple Asset Classes, from Stocks to Mutual Funds, Fixed Deposits to Bonds, Properties to Commodities and more. Never before has the world seen a Wealth Management Software integrated with a rock solid Financial Solution. Say goodbye to duplication and endless hours of reconciliations.

Seamless Portfolio Management

FWG
FWG

Instant Portfolio Aggregation

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

Fact
Fact

Easy Portfolio Rebalancing

Analyse Top N Assets to quickly rebalance your portfolio. View Target versus Actual Percentages & IRRs by Asset / Asset Class, IRR for Top N Assets and analyse Comparative Performances by Group.

Fact
Fact

Monitor Assets with Ease

Generate Mark-to-Market Reports and many other reports for any Portfolio Aggregation and Drill Down to the Transactions.

FWG Track Every Asset
  • Stocks
  • Bonds
  • Fixed Deposits
  • Mutual Funds
  • Bullions
  • Properties
  • Private Equity
  • Jewellery
  • Commodities
FWG Slice & Dice Assets

Categorise your assets by

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

Powerful Wealth Dashboards & Reporting

One System, One Solution

What Makes Us Different

What makes us
different

Tailored for Asia
We provide a world-class wealth management solution tailored to the Asian regulatory environment with the flexibility to manage international investments.

Fully Integrated with FACT ERP.NG
Family Wealth Guru is seamlessly integrated with FACT ERP.NG so you can manage your Wealth and Financials from just one software.

Your Security is our Priority
Family Wealth Guru is installed on a server of your choice, either On-Premises or Private Cloud. We never have access to your confidential data.

User Experience is our Bottom Line
Whether you are the Family Office CEO or Wealth Manager we deliver an unmatched User Experience. Take a look at it yourself!

Our Locations

India

FACT Solutions India Pvt Ltd
(U65993WB1986PTC040387)
11 Circus Market Place
Agarwalla Chambers
Kolkata 700017
India

Singapore

FACT Software International Pte Ltd
(199206146Z)
140 Robinson Road
#18-05 Crown @ Robinson
Singapore 068907

Philippines

FACT Software Philippines Inc
(CS200509224)
2702 Antel Global Corporate Center
Julia Vargas Avenue
Ortigas Center
Pasig City 1605
Philippines

Malaysia

FACT System (Malaysia) Sdn Bhd
(264708-H)
A-03-03A Empire Tower
Empire Subang
Jalan SS16/1
47500 Subang Jaya
Malaysia

Nepal

FACT Nepal Pvt Ltd
(31341/061/62)
Sanepa
Lalitpur
PO Box 573
Kathmandu
Nepal

Explore our Wealth Management Solution Today

Request A Demo