FamilyWealthGuru

FamilyWealthGuru

FACT Software Group
+
+

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Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Enterprises in need of a front-to-back investment management platform to optimize transactions, management and accounting data

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:

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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

FNZ
Founded: 2003
New Zealand
www.fnz.com/what-we-do/the-fnz-platform-as-a-service

Company Information

FACT Software Group
India
www.familywealth.guru

Alternatives

Alternatives

Fusion Invest

Fusion Invest

Finastra
Prospero

Prospero

FINARTIS
SIMON

SIMON

SIMON Markets
Fusion Invest

Fusion Invest

Finastra
The Archway Platform

The Archway Platform

SEI Family Office Services

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

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

Appway Digital Banking

Integrations

Appway Digital Banking
Claim FNZ and update features and information
Claim FNZ and update features and information
Claim FamilyWealthGuru and update features and information
Claim FamilyWealthGuru and update features and information