Auria Complex Interests

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Auria:

About

Auria is a modern wealth-management platform built for ultra-high-net-worth families, single-family offices, multi-family offices, and their advisors. It unites essential capabilities, portfolio management, performance reporting, CRM, secure document management, data aggregation, and multi-entity view, into a single, seamless interface, enabling firms to consolidate asset data from public markets, private equity, real estate, art/collectibles, loans, and liabilities, then visualise a holistic β€œfamily view” across generations and entities. The platform’s β€œWealth Blueprint” tool maps complex ownership structures, trusts, and family-owned entities; its reporting engine supports bespoke reports and a configurable client portal; and its CRM and workflow features support notes, tasks, and interactions in one system. Designed to replace spreadsheet-based and fragmented tech stacks, Auria emphasises scalability, clarity, and consolidation of data sources.
Complex Interests:

About

The family manages one or more operating businesses, typically has commercial real estate in its portfolio to support its business operations, holds passive investments in other related businesses, maintains inter-entity loans and/or guaranties, and collects personal assets of value (e.g., art, automobiles). The family wealth creator has passed on, and the family's legacy holdings are now managed by the second generation. The wealth creator's children have leveraged the family's assets to create businesses of their own and make investments of interest to them. A robust estate plan exists to benefit the third generation and beyond. Management of the family foundation demands more focus than during generation one. Family wealth was generated through a significant liquidity event and is held in a myriad of trusts for children and grandchildren. The family invests its cash in a diverse portfolio that favors direct and alternative investments.
Auria:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
Complex Interests:

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
Auria:

Audience

Family offices, wealth-management firms and advisors wanting a solution to manage complex assets, entities and relationships in one system
Complex Interests:

Audience

Professionals in need of a solution for stewardship of complex family wealth
Auria:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
Complex Interests:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Not Supported
Auria:

API

Offers API Not Supported
Complex Interests:

API

Offers API Not Supported
Auria:

Screenshots and Videos

Complex Interests:

Screenshots and Videos

Auria:

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported
Complex Interests:

Pricing

$2000.00/year
Free Version Not Supported
Free Trial Not Supported
Auria:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Complex Interests:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
Auria:

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported
Complex Interests:

Training

Documentation Not Supported
Webinars Not Supported
Live Online Supported
In Person Supported
Auria:

Company Information

Auria
United States
auriaplatform.com
Complex Interests:

Company Information

Complex Interests
Founded: 2012
United States
complexinterests.com
Auria:

Alternatives

Complex Interests:

Alternatives

FamilyWealthGuru

FamilyWealthGuru

FACT Software Group
Auria:
MoneyWare

MoneyWare

Miles Software (EbixCash)
Complex Interests:
Auria:
Asseta

Asseta

Asseta.ai
Complex Interests:
Auria:
Complex Interests:
Auria:
Complex Interests:
Auria:

Categories

Wealth Management Supported
Complex Interests:

Categories

Estate Planning Supported
Family Office Supported
Auria:

Integrations

No info available.
Complex Interests:

Integrations

No info available.
Auria:
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Complex Interests:
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