Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
LettingGuru serves as a comprehensive letting agent software solution, consolidating the functions of seven different tools into one platform tailored specifically for the UK lettings industry.
Agencies can oversee all aspects of their operations seamlessly, including maintaining property records with images and valuations, facilitating digital tenant onboarding equipped with AML checks, conducting detailed room inspections, managing maintenance workflows alongside contractor coordination, handling contract management with electronic signing, and integrating financial operations through Xero. The platform features an AI-driven CRM that possesses extensive knowledge of the entire portfolio, ensuring that every inquiry is addressed with relevant context.
Compliance is inherently integrated rather than an afterthought. LettingGuru meticulously monitors deposits, gas safety certifications, EICR and EPC deadlines, and includes specialized tools to comply with the Renters' Rights Act 2025, such as managing periodic tenancies, providing prescribed information, and maintaining audit trails, thereby enabling agents to navigate the most significant regulatory shift in the industry for many years effectively.
With LettingGuru, agencies not only streamline their processes but also enhance their ability to adapt to evolving legislative requirements.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
£299/month
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
LettingGuru
Founded
2024
Country
United Kingdom
Website
www.lettingguru.co.uk
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
Product Features
Real Estate CRM
Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation
Rental Property Management
Credit Check
Expense Management
Online Payments
Owner Portal
Tax Management
Tenant Management
Tenant Portal
Tenant Screening
Vacancy Tracking
Website Management
Alternatives
Alternatives
No Alternatives