---
description: Detailed reviews on Family Wealth Guru based on features, pricing, usability, and ratings. Get a quick overview advantages and disadvantages thanks to GetApp United Arab Emirates. Compare Family Wealth Guru with similar products.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: Family Wealth Guru Reviews, Prices & Ratings | GetApp UAE 2026
---

Breadcrumb: [Home](/) > [Investment Management Software](/directory/17/investment-portfolio-management/software) > [Family Wealth Guru](/software/2052791/family-wealth-guru)

# Family Wealth Guru

Canonical: https://www.getapp.ae/software/2052791/family-wealth-guru

> Family Wealth Guru software is a wealth management solution tailored for the Asian market. It primarily targets private investors, wealth managers, and CFOs. It helps users make data-driven investment decisions based on real-time market reports, asset comparisons, and member performance analysis.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## Overview

### Key benefits of Family Wealth Guru

 Track and monitor every asset including stocks, bonds, fixed deposits, mutual funds, bullions, properties, private equity, jewelry and get online, SMS, email, and price alerts for quoted assets. 

 Analyze assets to quickly rebalance your portfolio. Generate reports to show target versus actual percentages and IRRs by asset and asset class, view IRR for assets, and analyze comparative performances of members and member groups. 

 Market rates are automatically updated, so you can generate instant mark-to-market reports with percentages, with a provision to enter daily or monthly estimate market rates for unquoted assets. 

 Analyze investments with project cash flow, comparative graphs with indexes, historical price movement graphs, candlestick and volume market, and what-If scenarios. 

 Import contract notes, mutual fund statements and IAF statements from custodians. Purchase and sales transactions are intelligently imported with auto-updation of custodian accounts.

 Generate profit and loss account and balance sheets, auto-update bank balances, monitor tax compliances, prepare tax returns instantly and much more.

## About the vendor

- **Company**: FACT Software
- **Founded**: 1987

## Commercial Context

- **Pricing model**: Per User
- **Pricing Details**: Please contact FACT Software for pricing details.
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Windows (On-Premise)
- **Supported Languages**: English
- **Available Countries**: India, Malaysia, Nepal, Philippines, Singapore

## Features

- API
- Accounting Software
- Activity Dashboard
- Alerts/Notifications
- Audit Trail
- Benchmarking
- Bonds/Stocks
- Compliance Tracking
- Customizable Reports
- Data Import/Export
- Document Management Software
- Fee Management
- Financial Analysis
- Financial Management Software
- For Investment Advisors
- For Investors & Traders
- Investments Tracking
- Mobile Access
- Order Management Software
- Performance Metrics

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base Software
- Phone Support

## Category

- [Investment Management Software](https://www.getapp.ae/directory/17/investment-portfolio-management/software)

## Alternatives

1. [Morningstar Direct](https://www.getapp.ae/software/2080459/morningstar-direct) — 4.1/5 (251 reviews)
2. [Human Interest](https://www.getapp.ae/software/2047632/human-interest) — 4.0/5 (36 reviews)
3. [WOWS Investment Portal](https://www.getapp.ae/software/2068610/wows) — 4.7/5 (97 reviews)
4. [Avestor](https://www.getapp.ae/software/2078775/avestor) — 5.0/5 (8 reviews)
5. [DealCheck](https://www.getapp.ae/software/2047952/dealcheck) — 4.8/5 (38 reviews)

## Links

- [View on GetApp](https://www.getapp.ae/software/2052791/family-wealth-guru)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.getapp.com/finance-accounting-software/a/family-wealth-guru/> |
| en-AE | <https://www.getapp.ae/software/2052791/family-wealth-guru> |
| en-AU | <https://www.getapp.com.au/software/2052791/family-wealth-guru> |
| en-CA | <https://www.getapp.ca/software/2052791/family-wealth-guru> |
| en-GB | <https://www.getapp.co.uk/software/2052791/family-wealth-guru> |
| en-IE | <https://www.getapp.ie/software/2052791/family-wealth-guru> |
| en-NZ | <https://www.getapp.co.nz/software/2052791/family-wealth-guru> |
| en-SG | <https://www.getapp.sg/software/2052791/family-wealth-guru> |
| en-ZA | <https://www.getapp.za.com/software/2052791/family-wealth-guru> |

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