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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 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.

About

Elysys Multi-Company is an application for managing multiple legal entities and group structures within Microsoft Dynamics 365 Business Central. It supports intercompany journals and cash transfers, consolidated financial data, and group-level oversight, helping finance teams coordinate activity across related companies. The product is intended for family offices, financial institutions, investment groups, and other organizations with multi-entity financial operations. It is designed for structures such as holding companies, subsidiaries, and investment vehicles that need consolidated group visibility while retaining entity-level accounting. By extending Business Central, it brings intercompany activity and group financial information into the same business application environment.

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

Platforms Supported

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

Audience

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

Audience

Family offices, financial institutions, investment groups, holding companies and finance teams managing multiple legal entities, subsidiaries, currencies and intercompany transactions.

Support

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

Support

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

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

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

Pricing

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

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

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

Training

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

Training

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

Company Information

Auria
United States
auriaplatform.com

Company Information

Elysys
Founded: 2006
Monaco
www.elysys.com

Alternatives

Alternatives

MoneyWare

MoneyWare

Miles Software (EbixCash)
Asseta

Asseta

Asseta.ai
Konsolidat

Konsolidat

Grynn GmbH

Categories

Wealth Management Supported

Categories

Integrations

Microsoft Dynamics 365 Business Central Not Supported

Integrations

Microsoft Dynamics 365 Business Central Supported
Claim Auria and update features and information
Claim Auria and update features and information
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