---
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=2026-07-16+11%3A04%3A39+-0500&secure%5Bsession_id%5D=bf3f5500-aee1-4064-ba1a-8efac13421cb&secure%5Btoken%5D=92ed8dc6be4f44cc3814ccf1dc5075bf0bf73f3178f1b5aec5a430b58263777a&format=llm_user)

## FamilyWealthGuru Features
**Functionality**
- Customizable Reporting
- Market Analytics
- Client Portal
- Investment Accounting
- Real time 
- Compliance
- Customizable Reporting

**Integration**
- Data aggregation
- Accounting Integration
- Risk Management

**Agentic AI - Investment Portfolio Management**
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Proactive Assistance

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