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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. When users leave FamilyWealthGuru reviews, G2 also collects common questions about the day-to-day use of FamilyWealthGuru. These questions are then answered by our community of 850k professionals. Submit your question below and join in on the G2 Discussion.