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Investment Management Software

FamilyWealthGuru

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

By FACT Software Group

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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.

Main features

  • 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.

Customers and markets

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 2026-10-26. Organic ranks only; sponsored placements are never ranks.

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