| N/A | N/A | Family Wealth Guru offers Portfolio Aggregation with Automatic Mark-to-Market Reports. It supports data security, with zero manual work, no more spreadsheets and slice & dice capability. With direct Import from Contract Notes and Statements, Family Wealth Guru is fully integrated with FACT ERP.NG: Portfolio Aggregation and Accounting. The user can host on a private Cloud server or on-premise server. Family Wealth Guru can protect sensitive data so that the user can safely store information and… | N/A |
