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Family Wealth Guru
Integrated wealth management solution for family portfolios
Table of Contents
Family Wealth Guru - 2026 Pricing, Features, Reviews & Alternatives
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Family Wealth Guru overview
What is Family Wealth Guru?
Family Wealth Guru is a financial portfolio platform tailored for family wealth managers and investors, primarily those operating within the Asian investment ecosystem. The software can send alerts by text, email, and WhatsApp, and it also tracks the value of assets, such as stocks, bonds, deposits, bullion, and properties. It also enables users to aggregate individual, family-owned, or group investments by customizing each account. Users can filter results by assets or scrip type, risk and liquidity ratings, country, industry, etc.
It helps rebalance portfolios by offering instant visibility into asset performance and can generate mark-to-market reports. The financial reports detail and compare actual asset performance versus target performance, and it also compares performance between members and groups. Data is stored on secure on-site servers and private cloud servers. Users can access the Family Wealth Guru platform with any internet-enabled device.
Key benefits of using Family Wealth Guru
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Family Wealth Guru alternatives
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Family Wealth Guru pricing
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User opinions about Family Wealth Guru price and value
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Family Wealth Guru support options
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Family Wealth Guru FAQs
Family Wealth Guru has the following pricing plans:
Pricing model: Subscription
These products have better value for money
Q. Who are the typical users of Family Wealth Guru?
Family Wealth Guru has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Small Business
Q. What languages does Family Wealth Guru support?
Family Wealth Guru supports the following languages:
English
Q. Does Family Wealth Guru offer an API?
No, Family Wealth Guru does not have an API available.
Q. What level of support does Family Wealth Guru offer?
Family Wealth Guru offers the following support options:
Email/Help Desk, Knowledge Base, Phone Support, FAQs/Forum