FamilyWealthGuru

FamilyWealthGuru (FREE)

by FACT Software Group

0 review
$0.00
Request info

What is FamilyWealthGuru ?

Designed for Family Offices, Wealth Advisors, Stock Brokers, Fund Managers & Private Bankers. Import the Broker Contracts and view Family Portfolio in a single click. No extra work. No spreadsheets._x000D_ _x000D_ Instant Graphs show Mark-To-Market Reports by Asset Class, Family Member, Scrips. Drill Down to the individual lots._x000D_ _x000D_ Includes full accounting : prepare P&L & Balance Sheet for each Family Member._x000D_ _x000D_ For India : Automatic Breakup of Long Term and Short Term, Income Tax calculation.

Write review
Reviews
0 | 0 reviews
No Reviews yet !!
Key Value
Locations Served N/A
Condition N/A
Product Id N/A
Product Id Type N/A
Manufacturer N/A
Manufacturer SKU N/A
Country of origin N/A
Color N/A
Ideal Gender N/A
HSN Code N/A
Seller SKU Code N/A
MOQ N/A
Return Policy No
Return Days 0 Days
Payment Terms Standard - customer can pay before or after delivery
Variants Price
N/A
Key Value
N/A
No Bulk Order

Recommended Service Provider

Sponsored

LOGO
LOGO

Popular Comparison for FamilyWealthGuru

No Comparisions yet !!

About FamilyWealthGuru

FamilyWealthGuru is owned by FACT Software Group . Head Quartered in India. FACT Software Group was founded in the ---- FamilyWealthGuru product is Designed for Family Offices, Wealth Advisors, Stock Brokers, Fund Managers & Private Bankers. Import the Broker Contracts and view Family Portfolio in a single click. No extra work. No spreadsheets._x000D_ _x000D_ Instant Graphs show Mark-To-Market Reports by Asset Class, Family Member, Scrips. Drill Down to the individual lots._x000D_ _x000D_ Includes full accounting : prepare P&L & Balance Sheet for each Family Member._x000D_ _x000D_ For India : Automatic Breakup of Long Term and Short Term, Income Tax calculation. . Some notable features that are mentioned by FACT Software Group, are Risk Management Performance Metrics Fund Management For Investment Advisors Data Import/Export Compliance Reporting Commodity Futures Client Management Bonds / Stocks Benchmarking Accounting Management . On ClickFQ, FamilyWealthGuru is rated with ClickFQ Score of 0.0 . To know more about ClickFQ Score click here . Top cometitors of FamilyWealthGuru are .