Family Wealth Guru

Family Wealth Guru is a powerful financial portfolio software designed for family wealth managers and investors within the Asian investment ecosystem. The software enables users to monitor, track, and analyze every asset such as stocks, bonds, mutual funds, bullions or properties that are owned individually or by a group of people. With its customizable account settings, the platform allows filtering results based on assets or scrip type while providing liquidity ratings and country-specific industries options.

Real-time tracking with notifications via text message, email or WhatsApp keeps users informed about their investments' status 24/7. Analyzing investments becomes easy thanks to project flow analysis tools along with candlestick volume market graphs that display comparative historical price movement graphs; what-if scenarios assist in making decisions themselves. Auto-updating balances make monitoring tax compliance simple so users can focus on analyzing their top-performing assets quickly; custom reports generated instantly include profit-loss statements or balance sheets that provide detailed insights into individual accounts - everything an investor needs at your fingertips!