Family Wealth Guru is an investment management software that helps individuals and businesses manage their wealth effectively. The platform provides comprehensive tools for portfolio tracking, asset allocation, and performance analysis, helping users make informed investment decisions. Family Wealth Guru allows users to create customized financial plans, track investment goals, and evaluate risk profiles. With its intuitive dashboard and real-time reporting, it offers a clear overview of financial health, enabling users to adjust strategies as needed. The software also includes tax optimization tools and estate planning features, making it a one-stop solution for wealth management. Ideal for financial advisors and individuals, Family Wealth Guru offers powerful tools for managing investments and growing wealth.
FACT Software
1987
Singapore
Email
Accounting
