FamilyWealthGuru

FamilyWealthGuru

FACT Software Group
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+

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About

One app to track all your investments. Fully free. Make solid investment decisions based on data. Our revolutionary investment tracker app provides an effective way for you to get a clear overview of your investments, especially if you invest over several asset types. With Delta, you have access to live prices of all cryptocurrencies as well as the ability to track other investment assets, such as: stocks, ETFs, indices, forex, mutual funds, bonds, futures and options. Whether you are interested in finding the ideal stock price tracker, crypto tracker, index tracker, (mutual) funds tracker, etc. Delta will combine these functionalities in one stunning app. With Delta Direct, we’re setting up a direct line between companies and their (potential) investors. Get investor relation updates on the fly, via Delta. Seamless. Delta is known for its fast and continuous updates, adding new features based on the users’ top requests.

About

Family Wealth Guru is fully integrated with Financials. A never-before Integrated Wealth Management Solution. We even create the Purchase & Sale Invoices direct from the Brokers’ Contract Notes. Manage your entire wealth portfolio with Family Wealth Guru, a truly integrated Wealth Management Solution. Tailored to the Asian investment ecosystem, you can track, organize and analyze your various Asset Classes to make data-driven investment decisions. Whether you are an Investor, a Wealth Manager, Family Office CEO, Family Wealth Guru provides a never-before integrated solution for your wealth management needs. Wealth Management is growing more complex every day. It is distributed over Multiple Asset Classes, from Stocks to Mutual Funds, Fixed Deposits to Bonds, Properties to Commodities and more. Never before has the world seen a Wealth Management Software integrated with a rock-solid Financial Solution. Say goodbye to duplication and endless hours of reconciliations.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Investors or traders searching for a investment portfolio app

Audience

Wealth Management solution for businesses

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Delta
Founded: 2017
Belgium
delta.app/en

Company Information

FACT Software Group
India
www.familywealth.guru

Alternatives

Alternatives

Blox

Blox

Blox Staking
MoneyWare

MoneyWare

Miles Software (EbixCash)
M2Advisor

M2Advisor

M2Wealth
BITA Risk

BITA Risk

corfinancial

Categories

Categories

Investment Management Features

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

Integrations

Cartesi
CryptoTax360°
Koinly
Omnio
Raptoreum
SafeTrade
e6data

Integrations

Cartesi
CryptoTax360°
Koinly
Omnio
Raptoreum
SafeTrade
e6data
Claim Delta and update features and information
Claim Delta and update features and information
Claim FamilyWealthGuru and update features and information
Claim FamilyWealthGuru and update features and information