---
title: FamilyWealthGuru Reviews
meta_title: 'FamilyWealthGuru Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how FamilyWealthGuru works for a business like yours.
date_modified: '2024-10-06'
parent_category:
  name: Financial Services
  url: https://www.g2.com/categories/financial-services
---

# FamilyWealthGuru Reviews
**Vendor:** FACT ERP Software Solutions  
**Category:** [Investment Portfolio Management Software](https://www.g2.com/categories/investment-portfolio-management)
## About FamilyWealthGuru
Designed for Family Offices, Wealth Advisors, Stock Brokers, Fund Managers & Private Bankers. Import the Broker Contracts and view Family Portfolio in a single click. No extra work. No spreadsheets. Instant Graphs show Mark-To-Market Reports by Asset Class, Family Member, Scrips. Drill Down to the individual lots. Includes full accounting : prepare P&L & Balance Sheet for each Family Member. For India : Automatic Breakup of Long Term and Short Term, Income Tax calculation.






- [View FamilyWealthGuru pricing details and edition comparison](https://www.g2.com/products/familywealthguru/reviews?section=pricing&secure%5Bexpires_at%5D=2026-08-05+15%3A12%3A03+-0500&secure%5Bsession_id%5D=f1c520fb-5147-42f0-8c8f-99d874c623da&secure%5Btoken%5D=0aec2e05467ee0e04575e64c38c0843e0808bc692799379823544dc0027741cc&format=llm_user)

## FamilyWealthGuru Features
**Functionality**
- Customizable Reporting
- Market Analytics
- Client Portal
- Investment Accounting
- Real time 
- Compliance
- Customizable Reporting
- Investor Portal
- Historical Reporting
- Investor Reporting
- Visual Analytics
- Tax Compliance
- Portfolio Reporting

**Integration**
- Data aggregation
- Accounting Integration
- Risk Management
- Portfolio Accounting
- Contact Management
- Workflow Management
- Investor Management
- Trade Management
- Investment Management
- Portfolio Management
- Document Management
- Compliance Management
- Order Management
- Fund Management
- Tax Management
- Cash Management
- Client Management
- Fee Management
- Financial Management
- Stock Management

**Agentic AI - Investment Portfolio Management**
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Proactive Assistance
- Forecasting
- Third-Party Integrations
- Categorization/Grouping
- Budgeting/Forecasting

****
- Risk Assessment
- Automated Execution
- Monitoring
- Financial Analysis
- Cryptocurrency Tracking
- Generative AI
- Profit/Loss Statement
- Risk Analysis
- General Ledger
- Customizable Reports
- Investor Communication
- Performance Analysis
- Performance Metrics
- AI Copilot
- Portfolio Analysis
- Activity Tracking
- CRM
- For Hedge Funds
- Audit Trail
- Data Import/Export
- Collaboration Tools
- Mobile Access
- Modeling & Simulation
- Compliance Tracking
- For Investment Advisors
- Portfolio Rebalancing
- Investment Research
- Commodity Futures
- API
- Activity Dashboard
- Benchmarking
- Alerts/Notifications
- Investments Tracking
- Bonds/Stocks
- For Investors & Traders
- Multi-Currency
- Stock Tracking
- Watch List
- What-if Analysis
- Goal Setting/Tracking
- Wash Sale Detection
- For Traders
- Side-by-Side Comparison

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