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Family Wealth Guru logo familywealthguru distribution familywealthguru report generation familywealthguru purchase management
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familywealthguru purchase management

Family Wealth Guru

Brand : FACT Solutions India

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Family Wealth Guru Software Pricing, Features & Reviews

Automate & Manage Your Wealth Better with Portfolio Aggregation, Mark-to-Market Reports and More

Family Wealth Guru Pricing & Plans

Family Wealth Guru price is available on request

Looking for pricing details, customization requirements or have other queries? We are just a click away.

Family Wealth Guru Features

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Report Generation

Generate instant, customizable reports with filters and grouping; auditors access accurate data via the Auditor’s Toolkit.

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Purchase Management

Automate purchase orders from sales, compare quotations, track deliveries, and manage vendor terms efficiently.

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Inventory Management

Real-time warehouse tracking, batch control, stock valuation (FIFO/LIFO), and multi-level BOM integration.

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CRM

Fully configurable CRM with support tickets, campaign management, sales funnel, and opportunity tracking.

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Marketing

Manage campaigns, track leads, and analyze customer interactions to enhance marketing effectiveness.

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Distribution

Monitor sales by territory, manage stock reservations, calculate landed costs, and plan delivery routes.

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Time & Projects

Track billable/non-billable hours, monitor project budgets vs. costs, and automate invoicing from timesheets.

Family Wealth Guru Specifications

  • Supported Platforms :
  • Device:
  • Deployment :
  • Suitable For :
  • Business Specific:
  • Language:
  • Windows Android
  • DesktopMobile
  • Web-Based, Perpetual
  • All Industries
  • All Businesses
  • English

Family Wealth Guru Reviews and Ratings

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FACT Solutions India Company Details

Brand Name FACT Solutions India
Information FACT ERP.NG is regularly updated with enhancements, over 500 every year and has helped companies achieve the milestone of Zero Manual Work and a Spreadsheet Free Life.
Founded Year 1986
Director/Founders Arvind Agarwalla and Subrata Paul
Company Size 1-100 Employees
Other Products Fact ERP

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