FACT is E-Invoice Compliant!

The Government of Malaysia has made E-invoicing Mandatory for firms with a turnover over MYR 100 million starting 01 August 2024. FACT will help you get compliant to Malaysian Business and Tax Requirements!

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Managing your Wealth has never been Simpler!

FACT Software, your Wealth Management Partner provides a 100% Wealth Management solution for your Family Office.

Family Wealth Guru provides you with accurate real-time view of your investment portfolio without minimal manual work. With over 34 years of industry expertise, we ensure that Investors, Private Wealth Managers and CFOs can take data-driven decisions to make smart investment choices.

Seamless Portfolio Management

Track Every Asset

Monitor and Track every asset with Online, SMS, Email or WhatsApp Price Alerts for Quoted Assets. We mean every asset:

Stocks

Bonds

Fixed Deposits

Mutual Funds

Bullion

Properties

Private Equity

Jewellery (incl. revaluation)

Commodities

And More

Instant Portfolio Aggregation

Manage your Individual, Family and Group Investments by setting up multiple Custom Portfolio Aggregations. Further categorise your Portfolio by:

Asset Class

Scrip

Risk Rating

Liquidity Rating

Industry

Country

DP/Registrar

Custom Classification

Easy Portfolio Rebalancing

Analyze your Top N Assets to quickly rebalance your portfolio. Generate Reports to show Target versus Actual Percentages and IRRs by Asset and Asset Class, view IRR for Top N Assets and analyse Comparative Performances of Members and Member Groups.

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Data Over Decades : FACT’s Multi-Year Setup!

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Benefits Of Choosing The Right Wealth Management Software

The thought of asset management often stirs stress and anxiety because it seems complicated and time-consuming. Fund Managers, Family Office Managers and High-Net-Worth Individuals often shy away from investing in Wealth Management Software because it seems unnecessary and expensive. However, managing and protecting wealth is a process of consultative review. Therefore, relying solely on rudimentary spreadsheets is an extremely poor financial decision. Mismanagement of wealth due to inefficient methods often leads to losing control over financial growth, which in turn creates greater stress and lower productivity.

Interested to explore our product suite?

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