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Family Wealth Guru

Brand: FACT Solutions India

  • 4.2

  • 3 Ratings

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

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Family Wealth Guru Software Overview

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

Read more

FACT Solutions India Company Details

Founded Year:  1986

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.

Director/Founders Arvind Agarwalla and Subrata Paul
Company Size 1-100 Employees

Family Wealth Guru Pricing & Plans

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Family Wealth Guru Features

  • icon_check Report Generation
    Generate instant, customizable reports with filters and grouping; auditors access accurate data via the Auditor’s Toolkit.
  • icon_check Purchase Management
    Automate purchase orders from sales, compare quotations, track deliveries, and manage vendor terms efficiently.
  • icon_check Inventory Management
    Real-time warehouse tracking, batch control, stock valuation (FIFO/LIFO), and multi-level BOM integration.
  • icon_check CRM
    Fully configurable CRM with support tickets, campaign management, sales funnel, and opportunity tracking.
  • icon_check Marketing
    Manage campaigns, track leads, and analyze customer interactions to enhance marketing effectiveness.
  • icon_check Distribution
    Monitor sales by territory, manage stock reservations, calculate landed costs, and plan delivery routes.
  • icon_check Time & Projects
    Track billable/non-billable hours, monitor project budgets vs. costs, and automate invoicing from timesheets.

Family Wealth Guru Specifications

Supported Platforms
Windows Windows Android Android
Devices
Desktop Desktop Mobile Mobile
Deployment
Cloud-Based Cloud-Based Perpetual Perpetual
Suitable For
All Industries
Business Specific
All Businesses
Language
English

Family Wealth Guru Review

4.2

Out of 5

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Overall Rating

Based on
3 Verified Ratings

Rating Breakdown

  • Features 3.8
  • Value for Money 4.5
  • Ease of Use 4
  • Customer Support 4.8

90% Recommend this Product

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Techjockey Trusted Reviews from Verified Users

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Terms and Condtions

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Users with registered businesses can purchase goods from merchants on the platform to satisfy their business needs. Users are not permitted to utilize any products acquired through the platform for resale, advertising, business, or further distribution.

For each purchase made, users will receive a Tax Invoice (or 'GST invoice') that includes specific details such as:

  • the GSTIN of the user associated with their registered business, and

  • the specified Entity Name for their business.

It should be noted that not all products are eligible for GST Invoice. Only the products displayed by participating sellers with the 'GST-based Invoice Available' callout on the product description page would qualify.

Certain goods and services are not eligible to get a GST Invoice, including items with VAS, i.e., Value Added Services (e.g., Total Mobile Protection/Assured Buyback) and those involving an exchange offer at the time of purchase.

Users must ensure the accuracy of the GSTIN, and business entity name provided for the GST Invoice. Requests for corrections into GST Invoice would not be accommodated by Techjockey.com or any Seller, and any issues arising from user-provided information are the sole responsibility of users.

Techjockey.com is not liable for the GST Invoice or any associated input tax credit. To efficiently claim an input tax credit, users should select the registered place of business address as per the GST authority's data and follow the provisions of the GST Act and rules.

To claim an input tax credit, the delivery and billing addresses must match. Furthermore, input tax credits will not be granted if the delivery address and GSTIN on the invoice are from different states. In case of incorrect GST details provided during the order placement, the order will be canceled automatically.