FieldCollaborate

FieldCollaborate

Computer Presentation Systems
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+

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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

It doesn’t matter if you build by lot, by phase or single-family, multi-family homes. FieldCollaborate was designed to fullfill all builder types and processes. Create standard task templates (modifiable by job or phase) that provide schedule holds, schedules with offsets or crew limitations, recalculations and subcontractor re-assignments. Provides user controlled access to selected options, drawings, photographs and notes. Provides access for your vendors to schedule drawings and notes. Also keeps homebuyers up-to-date with schedule summaries and stage-of-construction progress photos. Provide vendors with real-time, 24/7 access to drawings, notes, and other documents. Disseminate vendor-wide notifications, safety announcements, maps, staff contact information. Record punch items during quality inspections or as a manually generated item, on the job site on any device.

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 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

Construction Management software for residential homebuilders

Support

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

Support

Phone Support Supported
24/7 Live Support Not Supported
Online 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

Computer Presentation Systems
United States
www.cpsusa.com

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B2W Estimate

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Trimble

Categories

Wealth Management Supported

Categories

Construction Management Features

Accounting Integration Not Supported
Budget Tracking/Job Costing Supported
Change Orders Not Supported
Commercial Not Supported
Contract Management Not Supported
Contractors Not Supported
CRM Supported
Equipment Tracking Supported
Estimating Not Supported
Incident Reporting Supported
Mobile Access Supported
Offline Access Supported
Residential Not Supported
RFI & Submittals Not Supported
Subcontractor Management Not Supported
Timesheets Not Supported

Integrations

No info available.

Integrations

No info available.
Claim Auria and update features and information
Claim Auria and update features and information
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Claim FieldCollaborate and update features and information