Auria MyFO

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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.
MyFO:

About

MyFO is a cloud‑native, full‑stack wealth‑management platform tailored for family offices and high‑net‑worth individuals, centralizing assets, accounts, documents, and scenario modeling into a single, secure interface. It consolidates financial information and critical contacts, supports AI‑driven data and document analysis and ingestion for alternative assets, and provides intuitive mapping of entities such as trusts, operating companies, and other holdings. It includes a secure document vault and task manager for collaboration, live accounting, and bank integration for real‑time reporting, as well as benchmarking tools alongside comprehensive Scenario Modeling to help evaluate investment outcomes. It features premium, white‑glove onboarding completed in hours and emphasizes clarity and ease of use with real‑time dashboards and entity mapping for complex ownership structures.
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
MyFO:

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
MyFO:

Audience

Individuals and family office teams seeking a tool to centralize asset oversight, collaborate on documents, model scenarios, and streamline KYC and compliance
Auria:

Support

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

Support

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

API

Offers API Not Supported
MyFO:

API

Offers API Not Supported
Auria:

Screenshots and Videos

MyFO:

Screenshots and Videos

Auria:

Pricing

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

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

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Review this Software
MyFO:

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
MyFO:

Training

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

Company Information

Auria
United States
auriaplatform.com
MyFO:

Company Information

MyFO
Founded: 2021
Canada
myfotech.com
Auria:

Alternatives

MyFO:

Alternatives

Auria:
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MyFO:
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MyFO:
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MyFO:
AtlasFive

AtlasFive

Eton Solutions
Auria:
MyFO:
Auria:

Categories

Wealth Management Supported
MyFO:

Categories

Family Office Supported
Auria:

Integrations

No info available.
MyFO:

Integrations

No info available.
Auria:
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Claim Auria and update features and information
MyFO:
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Claim MyFO and update features and information