---
description: Learn more about FamilyWealthGuru price, benefits, and disadvantages for businesses in South Africa. Read reviews from verified users and discover similar tools.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: FamilyWealthGuru Price, Reviews & Features - Capterra South Africa 2026
---

Breadcrumb: [Home](/) > [Investment Management Software](/directory/20010/investment-management/software) > [FamilyWealthGuru](/software/181390/familywealthguru)

# FamilyWealthGuru

Canonical: https://www.capterra.co.za/software/181390/familywealthguru

> \* Automatic Mark-to-Market Reports
\* Breakup by Asset Class, Family Member, Scrips, Risk Rating, Liquidity Rating
> 
> Verdict: Rated **4.3/5** by 3 users. Top-rated for **Likelihood to recommend**.

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## Overview

### Who Uses FamilyWealthGuru?

\* Family Offices
\* Wealth Advisors
\* Stock Broking Firms
\* Private Banks

## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.3/5** | 3 Reviews |
| Ease of Use | 4.7/5 | Based on overall reviews |
| Customer Support | 4.7/5 | Based on overall reviews |
| Value for Money | 4.7/5 | Based on overall reviews |
| Features | 4.3/5 | Based on overall reviews |
| Recommendation percentage | 90% | (9/10 Likelihood to recommend) |

## About the vendor

- **Company**: FACT Software Group

## Commercial Context

- **Starting Price**: ₹10 000,00
- **Pricing model**: Per User (Free Trial)
- **Pricing Details**: 5 Concurrent Users
- **Target Audience**: 2–10, 11–50
- **Deployment & Platforms**: Windows (Desktop), Android (Mobile)
- **Available Countries**: India

## Features

- Benchmarking
- Bonds/Stocks
- Client Management
- Compliance Tracking
- Investments Tracking
- Performance Metrics
- Portfolio Management
- Portfolio Rebalancing
- Risk Management

## Support Options

- Chat

## Category

- [Investment Management Software](https://www.capterra.co.za/directory/20010/investment-management/software)

## Alternatives

1. [Morningstar Direct](https://www.capterra.co.za/software/1074481/Morningstar-Direct) — 4.1/5 (251 reviews)
2. [Trade Ideas](https://www.capterra.co.za/software/1030960/trade-ideas) — 4.7/5 (37 reviews)
3. [Human Interest](https://www.capterra.co.za/software/1013332/human-interest) — 4.0/5 (36 reviews)
4. [WOWS Investment Portal](https://www.capterra.co.za/software/1051443/wows) — 4.7/5 (97 reviews)
5. [Investera Pro](https://www.capterra.co.za/software/1018626/investera-pro) — 4.8/5 (6 reviews)

## Reviews

### "FACT ERP.NG" — 4.0/5

> **Rasesh** | *04 December 2018* | Automotive | Recommendation rating: 9.0/10
> 
> **Pros**: User friendly
Informative reports 
Seamlessly assists GST Compliance
> 
> **Cons**: Customization request takes a little time to get done.
> 
> Comprehensive, clear and outcomes self explanatory

-----

### "An amazing tool for family wealth management" — 5.0/5

> **Yash** | *01 December 2018* | Oil & Energy | Recommendation rating: 10.0/10
> 
> **Pros**: Flexibility of getting to know exactly what we want to know so that we can make the best possible investment decisions... clean look \& feel with a classy visual appeal
> 
> **Cons**: None so far and will inform if there's something that we feel that we need that's not there
> 
> Ensuring timely \& accurate data preparation so that decision making is easier

-----

### "Wealth Guru" — 4.0/5

> **Sita** | *03 December 2018* | Financial Services | Recommendation rating: 8.0/10
> 
> **Pros**: Based on the demonstration done, it was simple to use with multiple features and the ability to fine tune to one's individual needs, which is very important in portfolio management.
> 
> **Cons**: Based on what was shown very little. The software seems to have features which larger families can use effectively.
> 
> What this allows is to solve problems for families with multiple wealth management banking relationships and providing a consolidated view of the portfolio with the ability to get information very quickly, including historical data, analysis, risk classification etc.

## Links

- [View on Capterra](https://www.capterra.co.za/software/181390/familywealthguru)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/181390/FamilyWealthGuru/> |
| en-AE | <https://www.capterra.ae/software/181390/familywealthguru> |
| en-AU | <https://www.capterra.com.au/software/181390/familywealthguru> |
| en-CA | <https://www.capterra.ca/software/181390/familywealthguru> |
| en-GB | <https://www.capterra.co.uk/software/181390/familywealthguru> |
| en-IE | <https://www.capterra.ie/software/181390/familywealthguru> |
| en-IL | <https://www.capterra.co.il/software/181390/familywealthguru> |
| en-IN | <https://www.capterra.in/software/181390/familywealthguru> |
| en-NZ | <https://www.capterra.co.nz/software/181390/familywealthguru> |
| en-SG | <https://www.capterra.com.sg/software/181390/familywealthguru> |
| en-ZA | <https://www.capterra.co.za/software/181390/familywealthguru> |

-----

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