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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Family Wealth Guru offers a groundbreaking integration with Financials, presenting a unique Wealth Management Solution unlike any other. This innovative platform allows for the direct creation of Purchase & Sale Invoices from Brokers’ Contract Notes, enabling users to manage their entire wealth portfolio seamlessly. Designed specifically for the Asian investment landscape, Family Wealth Guru empowers you to track, organize, and analyze a diverse range of Asset Classes, supporting informed investment choices. Whether you are an Investor, a Wealth Manager, or the CEO of a Family Office, this all-encompassing solution is tailored to meet your wealth management requirements. As the complexities of Wealth Management continue to expand, with assets spanning from Stocks and Mutual Funds to Fixed Deposits, Bonds, Properties, and Commodities, the need for robust software has never been greater. Family Wealth Guru stands out as the only Wealth Management Software that pairs seamlessly with a solid Financial Solution. Say farewell to repetitive tasks and the frustration of lengthy reconciliations, and embrace a streamlined approach to managing your wealth efficiently. By utilizing this cutting-edge platform, you can focus more on growth and less on administrative hurdles.

Description

Ghostfolio serves as a privacy-centric, open-source platform designed to manage your personal finance dashboard. It allows users to analyze their asset distribution, understand their net worth, and make well-informed investment choices based on reliable data. This tool is tailored for busy individuals who wish to monitor their stocks, ETFs, or cryptocurrencies without compromising their privacy. By aggregating financial information from various sources, Ghostfolio offers a comprehensive view of your finances. Users can operate Ghostfolio anonymously, ensuring full ownership of their financial data. The application is continually enhanced thanks to a robust community of contributors. Whether you trade stocks, ETFs, or cryptocurrencies across different platforms, Ghostfolio is ideal for those seeking insights into their portfolio allocation, who prioritize diversifying their financial assets, or who aspire to achieve financial independence. This lightweight wealth management tool empowers individuals to not only track their investments but also to make informed, data-backed financial decisions. Furthermore, the interface is user-friendly, making it accessible for anyone interested in improving their financial literacy and management skills.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$15 per year
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

FACT Software Group

Country

India

Website

www.familywealth.guru

Vendor Details

Company Name

Ghostfolio

Country

United States

Website

ghostfol.io/en/start

Product Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

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