Related Products
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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 “family view” across generations and entities. The platform’s “Wealth 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.
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About
Is your portfolio missing the preferred asset class of the wealthy? For over 30 years, real estate beat the stock market by a significant margin with less daily volatility. Diversify away from the stock market’s roller-coaster ride and grow value with real estate. The wealthiest have invested in real estate for decades. Now it’s your turn. At DiversyFund, we make it easy to buy shares in a portfolio of fully vetted, multifamily real estate. With the click of a button, you could own a piece of our fund across multiple properties. Your portfolio will be designed to function with one goal in mind, to grow your net worth like the 1%. DiversyFund is changing the way the everyday investor builds wealth. Find out how we empower the 99% to reach financial freedom. Our company was founded on the belief that everyone deserves access to the same wealth-building tools that have long been used by the 1% to create and sustain generational wealth.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Family offices, wealth-management firms and advisors wanting a solution to manage complex assets, entities and relationships in one system
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Audience
Investors in need of a diversified investment and REIT funds solution to build their portfolio with tangible private market assets
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationAuria
United States
auriaplatform.com
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Company InformationDiversifyFund
Founded: 2014
United States
diversyfund.com
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Categories |
Categories |
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Integrations
No info available.
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Integrations
No info available.
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