Skip to content
TrustList
FamilyWealthGuru logo
Investment Management Software

FamilyWealthGuru

Portfolio and accounting software for family offices, wealth advisors, brokers, fund managers and private bankers

Write a review
Get a quoteWrite a Review
Own this listing? Claim it

About FamilyWealthGuru

FamilyWealthGuru is portfolio software for family offices, wealth advisors, stock brokers, fund managers and private bankers. Broker contracts are imported so a family's portfolio can be viewed in one click, without spreadsheets or extra work.

What FamilyWealthGuru offers

  • Contract import — bring in broker contracts directly.
  • Mark-to-market reports — instant graphs by asset class, family member and scrip, with drill down to individual lots.
  • Accounting — profit and loss statements and balance sheets for each family member.
  • India tax support — automatic split of long term and short term gains, plus income tax calculation.

Who it works with

Family offices, wealth advisors, stock brokers, fund managers and private bankers.

Key facts

Profile written by TrustList from the business's own published information, Oct 2026.

Categories & features

Rankings

As of 2026-10-05. Organic ranks only; sponsored placements are never ranks.

Request a demo or quote from FamilyWealthGuru

Protected by reCAPTCHA — Google Privacy Policy and Terms apply.

By sending, you agree we may share your request and contact details with the provider once you confirm your email.

Reviews

Write the first review of FamilyWealthGuru

Used it? Your experience helps other buyers decide.

Write a review

Questions & answers

No questions yet. Be the first to ask about FamilyWealthGuru.

FamilyWealthGuru alternatives

Similar listings buyers compare against this one.

Compare side by side
FA Solutions logo

FA Solutions

Cloud portfolio management platform for fund managers, wealth managers, robo advisors, family offices and private banks

Macroaxis logo

Macroaxis

Portfolio optimisation platform for investors and investment professionals building long-term portfolios

Chartsmart logo

Chartsmart

Desktop stock screening and charting software covering US and Canadian securities

AIRR logo

AIRR

Cloud platform for fund managers covering pipeline, valuation, reporting, KYC and investor onboarding

Keep exploring

More on TrustList

Everything here links back to the same verified catalogue. Pick your next stop.