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What is FamilyWealthGuru?

Family Wealth Guru introduces an innovative integration with Financials, offering an unparalleled Wealth Management Solution that sets itself apart from the rest. This state-of-the-art platform facilitates the creation of Purchase & Sale Invoices directly from Brokers’ Contract Notes, allowing users to oversee their entire wealth portfolio with ease. Tailored specifically for the dynamics of the Asian investment environment, Family Wealth Guru enables users to track, organize, and analyze a wide variety of Asset Classes, which aids in making well-informed investment decisions. Whether you are an Investor, a Wealth Manager, or leading a Family Office, this comprehensive solution is designed to fulfill your wealth management needs effectively. As the landscape of Wealth Management grows more intricate, encompassing assets like Stocks, Mutual Funds, Fixed Deposits, Bonds, Properties, and Commodities, the demand for reliable software solutions has increased significantly. Family Wealth Guru distinguishes itself as the only Wealth Management Software that integrates flawlessly with a robust Financial Solution. Say goodbye to tedious tasks and the annoyance of prolonged reconciliations, and welcome a more efficient way to manage your wealth. With the utilization of this advanced platform, you can devote more time to growth opportunities while minimizing the burden of administrative tasks. This focus on efficiency ensures that users can navigate the complexities of wealth management with greater confidence and agility.

What is Enfusion?

Enfusion stands out as a premier provider of investment technology solutions and services through its native SaaS platform. This innovative approach allows clients to operate seamlessly from a unified data source, spanning both front and back-office functions. By enhancing agility, Enfusion empowers its users with exceptional capabilities. The company serves more than 500 investment managers and hedge fund operators, delivering award-winning software, managed services, and analytics from its eight global offices spread across four continents. With a commitment to excellence, Enfusion continues to set the standard in the investment technology landscape.

Media

Media

Integrations Supported

Integrations Supported

Northstar Risk

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided

Supported Platforms

Android
Windows

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Not specified

Company Facts

Organization Name

FACT Software Group

Company Location

India

Company Website

www.familywealth.guru

Company Facts

Organization Name

Enfusion

Date Founded

1997

Company Location

United States

Company Website

enfusion.com

Categories and Features

Family Office

Not specified

Investment Management

Accounting Management
Benchmarking
Client Management
Commodities
Fund Management
Performance Metrics
Portfolio Management
Risk Management

Wealth Management

Not specified

Categories and Features

Family Office

Not specified

Investment Management

Bonds / Stocks
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Modeling & Simulation
Portfolio Management

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