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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

GURU is designed to be an easy-to-use system for installation and configuration. If you've previously installed software on your device, setting up GURU will feel equally effortless. In case you run into any challenges, don’t hesitate to seek assistance. To initiate the installation of GURU, start by downloading the GURU Console, which serves as the primary interface for the system and allows you to manage add-ins. Once you’ve successfully set up the console, you can enhance your system's capabilities by adding your desired functionalities through various add-ins. Feel free to explore the add-in library, download as many as you wish, and install them into the console, ensuring you are fully equipped and ready to use GURU! Additionally, the flexibility of GURU allows you to customize your experience continuously as new add-ins become available.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App Yes 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

FACT Software Group

Country

India

Website

www.familywealth.guru

Vendor Details

Company Name

Cedesta Systems

Founded

2007

Country

United States

Website

www.cedesta.com/products.html

Product Features

Investment Management

Accounting Management Yes 
Benchmarking Yes 
Bonds / Stocks No 
Client Management Yes 
Commodities Yes 
Compliance Reporting No 
Data Import / Export No 
For Investment Advisors No 
For Investors & Traders No 
Fund Management Yes 
Modeling & Simulation No 
Payroll & Commissions No 
Performance Metrics Yes 
Portfolio Management Yes 
Risk Management Yes 

Product Features

CMMS

Asset Tracking Yes 
Calibration Management No 
Inventory Control Yes 
Key & Lock Management No 
Mobile Access Yes 
Preventive Maintenance Yes 
Purchasing Yes 
Scheduling Yes 
Service History Tracking No 
Technician Management No 
Work Order Management Yes 

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