Auria Ormax AI

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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.
Ormax AI:

About

Ormax AI is an AI-native system of record for private wealth: every account, nine asset classes, multiple currencies, and an honest time-weighted return. It brings brokerage accounts (via Plaid), crypto wallets and exchanges, bank and broker statements (AI import of PDF, Excel and CSV) and manually held assets into one portfolio across entities, currencies and asset classes, and reports time-weighted and money-weighted return, benchmark comparison, allocation, concentration, cash flow and fees. Multi-entity structures (trusts, LLCs, several portfolios) are supported. Alternative to Kubera, Sharesight, Capitally, Exirio and getquin for investors who need performance, not just net worth. Built by a CFA charterholder and former hedge-fund CIO. Ormax provides portfolio tracking and analytics; it does not provide personalized investment advice.
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
Ormax AI:

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
Ormax AI:

Audience

Self-directed private investors, HNW individuals and family offices holding assets across several brokers, banks and crypto
Auria:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
Ormax AI:

Support

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

API

Offers API Not Supported
Ormax AI:

API

Offers API Not Supported
Auria:

Screenshots and Videos

Ormax AI:

Screenshots and Videos

No images available
Auria:

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported
Ormax AI:

Pricing

$25/month
Free Version Not Supported
Free Trial 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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Ormax AI:

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
Ormax AI:

Training

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

Company Information

Auria
United States
auriaplatform.com
Ormax AI:

Company Information

Ormax AI
Founded: 2025
United States
ormax.ai
Auria:

Alternatives

Ormax AI:

Alternatives

Vestiio

Vestiio

Vestiio GmbH
Auria:
MoneyWare

MoneyWare

Miles Software (EbixCash)
Ormax AI:
Auria:
Asseta

Asseta

Asseta.ai
Ormax AI:
Auria:
Ormax AI:
Auria:
Ormax AI:
Auria:

Categories

Wealth Management Supported
Ormax AI:

Categories

Wealth Management Supported
Auria:

Integrations

No info available.
Ormax AI:

Integrations

No info available.
Auria:
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Ormax AI:
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Claim Ormax AI and update features and information