Auria DigiPrima

Related Products

  • Gravity Software
    4.5 out of 5 stars 46 Ratings
    Visit Website for Gravity Software
  • Premier Construction Software
    4.7 out of 5 stars 409 Ratings
    Visit Website for Premier Construction Software
  • Sage Intacct
    4.3 out of 5 stars 8,836 Ratings
    Visit Website for Sage Intacct
  • CompUp
    4.9 out of 5 stars 66 Ratings
    Visit Website for CompUp
  • Kinderpedia
    4.8 out of 5 stars 322 Ratings
    Visit Website for Kinderpedia
  • ZenTreasury
    4.9 out of 5 stars 9 Ratings
    Visit Website for ZenTreasury
  • Procare
    4.6 out of 5 stars 3,576 Ratings
    Visit Website for Procare
  • D&B Connect
    4.1 out of 5 stars 189 Ratings
    Visit Website for D&B Connect
  • RemotePeople
    4.6 out of 5 stars 986 Ratings
    Visit Website for RemotePeople
  • Filejet
    4.8 out of 5 stars 54 Ratings
    Visit Website for Filejet
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.
DigiPrima:

About

We help empower our clients to address the challenges of working with multiple advisers. Our wealth management software enables you to better manage existing relationships and join new ones. DigiPrima is a revolutionary wealth management solution that allows you to manage your client's entire financial lives, from wealth creation and protection to succession planning and estate management. Our software solution monitors client money flows, assesses risk, and automatically analyzes data to make informed decisions in real-time. Build a digital customer service experience with end-to-end visibility that empowers wealth managers. Create a single portal that money managers can use to report issues, then automate the feedback workflow. Integrate governance, risk, and compliance across your organization to protect assets. Globally acclaimed brand-trusted software development company. Our customer relationship management software organizes client information and streamlines processes.
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
DigiPrima:

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
Auria:

Audience

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

Audience

Advisers and investment professionals searching for a solution to better manage the relationship with their clients and their data
Auria:

Support

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

Support

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

API

Offers API Not Supported
DigiPrima:

API

Offers API Not Supported
Auria:

Screenshots and Videos

DigiPrima:

Screenshots and Videos

Auria:

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported
DigiPrima:

Pricing

No information available.
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

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

Review this Software
DigiPrima:

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
DigiPrima:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported
Auria:

Company Information

Auria
United States
auriaplatform.com
DigiPrima:

Company Information

DigiPrima
Founded: 2012
United States
www.digiprima.com/wealth-management-software-solution
Auria:

Alternatives

DigiPrima:

Alternatives

Auria:
DigiPrima:
Auria:
MoneyWare

MoneyWare

Miles Software (EbixCash)
DigiPrima:
MoneyWare

MoneyWare

Miles Software (EbixCash)
Auria:
Asseta

Asseta

Asseta.ai
DigiPrima:
Auria:
DigiPrima:
BITA Risk

BITA Risk

corfinancial
Auria:

Categories

Wealth Management Supported
DigiPrima:

Categories

Wealth Management Supported
Auria:

Integrations

Microsoft 365 Not Supported
Microsoft Azure Not Supported
DigiPrima:

Integrations

Microsoft 365 Supported
Microsoft Azure Supported
Auria:
Claim Auria and update features and information
Claim Auria and update features and information
DigiPrima:
Claim DigiPrima and update features and information
Claim DigiPrima and update features and information