Family Wealth Guru
Family Wealth Guru offers a streamlined solution for Family Offices by delivering a real-time view of investment portfolios with minimal manual input. With 34 years of expertise, it empowers Investors and Wealth Managers to make informed decisions, track assets, and receive alerts via various channels, enhancing overall portfolio management efficiency.
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Top Family Wealth Guru Features
- Real-time investment portfolio view
- Minimal manual data entry
- Custom portfolio aggregations
- Multi-asset tracking capabilities
- Online and SMS price alerts
- Email and WhatsApp notifications
- Top N assets analysis
- Portfolio rebalancing tools
- Target versus actual performance reports
- IRR analysis by asset class
- Comparative performance metrics
- Group investment management features
- Stress-free asset management interface
- Data-driven decision support
- Historical performance tracking
- User-friendly dashboard design
- Seamless integration with existing systems
- Comprehensive reporting capabilities
- Customizable alert settings
- Family office focused solutions
