Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Family Wealth Guru offers a groundbreaking integration with Financials, presenting a unique Wealth Management Solution unlike any other. This innovative platform allows for the direct creation of Purchase & Sale Invoices from Brokers’ Contract Notes, enabling users to manage their entire wealth portfolio seamlessly. Designed specifically for the Asian investment landscape, Family Wealth Guru empowers you to track, organize, and analyze a diverse range of Asset Classes, supporting informed investment choices. Whether you are an Investor, a Wealth Manager, or the CEO of a Family Office, this all-encompassing solution is tailored to meet your wealth management requirements. As the complexities of Wealth Management continue to expand, with assets spanning from Stocks and Mutual Funds to Fixed Deposits, Bonds, Properties, and Commodities, the need for robust software has never been greater. Family Wealth Guru stands out as the only Wealth Management Software that pairs seamlessly with a solid Financial Solution. Say farewell to repetitive tasks and the frustration of lengthy reconciliations, and embrace a streamlined approach to managing your wealth efficiently. By utilizing this cutting-edge platform, you can focus more on growth and less on administrative hurdles.
Description
Masttro is an innovative wealth technology platform that consolidates every facet of an estate, including both liquid and illiquid investments, liabilities, passion assets, real estate, private equity, collections, and beyond, regardless of location or currency, into one cohesive WealthData system that ensures comprehensive visibility and management. It enables direct data intake from over 550 custodian feeds and various alternative sources, while its Doc AI feature streamlines the process of extracting statements and capital activity from fund portals. Users benefit from user-friendly, customizable dashboards, both templated and on-demand reporting, efficient task management, secure document storage, client portals with specific permissions, and a versatile API that allows for effortless integration with existing technology infrastructures. The platform employs military-grade encryption and private key security to safeguard data both at rest and during transmission. Tailored for family offices, wealth advisors, and professional service firms, Masttro provides not only dynamic performance analysis and portfolio management but also advanced data visualization tools for better decision-making. Additionally, its robust features are designed to adapt to the evolving needs of wealth management professionals and their clients.
API Access
Has API
No
API Access
Has API
Yes
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
Free
Free Trial
No
Free Version
Yes
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
Yes
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
FACT Software Group
Country
India
Website
www.familywealth.guru
Vendor Details
Company Name
Masttro
Country
United States
Website
www.masttro.com
Product Features
Investment Management
Accounting Management
Yes
Benchmarking
Yes
Bonds / Stocks
No
Client Management
Yes
Commodities
Yes
Compliance Reporting
No
Data Import / Export
No
For Investment Advisors
No
For Investors & Traders
No
Fund Management
Yes
Modeling & Simulation
No
Payroll & Commissions
No
Performance Metrics
Yes
Portfolio Management
Yes
Risk Management
Yes