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What is WorkGuru?

WorkGuru provides you with vital resources to effectively oversee your business operations, giving you full control over your projects, inventory, quotes, and billing procedures. This platform supplies the necessary tools for Australian businesses to make well-informed choices and guarantee profitability for each task undertaken. You can easily keep track of your timesheets and inventory usage for all projects within a single, user-friendly interface. With a simple click, you can compare anticipated expenses against actual costs, facilitating more efficient financial management. Regardless of whether you manage 100 or 1000 products, WorkGuru adeptly monitors stock levels across multiple locations and evaluates their total worth. You can eliminate the complexities of tracking time on client work thanks to WorkGuru's integrated timesheet functionality, which streamlines this important task. Recognizing the significance of relationships in business, our CRM enables you to organize client information and maintain a record of leads for each potential opportunity. Invoicing becomes straightforward with the capability to quickly generate and dispatch invoices, removing the burden of dealing with unwieldy spreadsheets. Additionally, you can customize the layout of your invoices to include your branding and specific client details, ensuring a polished look. By optimizing these processes, WorkGuru allows you to concentrate more on expanding your business rather than getting bogged down by administrative duties, ultimately enhancing your overall efficiency. With its user-friendly interface and comprehensive features, WorkGuru stands as a vital partner in your business growth journey.

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.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

WorkGuru

Date Founded

2018

Company Location

Australia

Company Website

workguru.io

Company Facts

Organization Name

FACT Software Group

Company Location

India

Company Website

www.familywealth.guru

Categories and Features

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Work Management

Access Roles / Permissions
CRM
Calendar Management
Collaboration Tools
File Storage / File Sharing
Kanban
Messaging / Discussion
Performance Metrics
Project Management
Reporting / Analytics
Resource Management
Strategic Planning
Task Management
Time Tracking
Version Control
Workflow Management

Categories and Features

Investment Management

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

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