FieldCollaborate

FieldCollaborate

Computer Presentation Systems
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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 โ€œfamily viewโ€ across generations and entities. The platformโ€™s โ€œWealth Blueprintโ€ 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 doesnโ€™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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

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
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

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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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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Auria
United States
auriaplatform.com

Company Information

Computer Presentation Systems
United States
www.cpsusa.com

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Alternatives

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MoneyWare

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SoftPlan

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Asseta

Asseta

Asseta.ai
B2W Estimate

B2W Estimate

Trimble

Categories

Categories

Construction Management Features

Accounting Integration
Budget Tracking/Job Costing
Change Orders
Commercial
Contract Management
Contractors
CRM
Equipment Tracking
Estimating
Incident Reporting
Mobile Access
Offline Access
Residential
RFI & Submittals
Subcontractor Management
Timesheets

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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