Auria Point

Related Products

  • Gravity Software
    4.5 out of 5 stars 46 Ratings
    Visit Website for Gravity Software
  • Premier Construction Software
    4.7 out of 5 stars 409 Ratings
    Visit Website for Premier Construction Software
  • CompUp
    4.9 out of 5 stars 66 Ratings
    Visit Website for CompUp
  • Sage Intacct
    4.3 out of 5 stars 8,836 Ratings
    Visit Website for Sage Intacct
  • Kinderpedia
    4.8 out of 5 stars 322 Ratings
    Visit Website for Kinderpedia
  • ZenTreasury
    4.9 out of 5 stars 9 Ratings
    Visit Website for ZenTreasury
  • Procare
    4.6 out of 5 stars 3,576 Ratings
    Visit Website for Procare
  • D&B Connect
    4.1 out of 5 stars 189 Ratings
    Visit Website for D&B Connect
  • RemotePeople
    4.6 out of 5 stars 986 Ratings
    Visit Website for RemotePeople
  • Filejet
    4.8 out of 5 stars 54 Ratings
    Visit Website for Filejet
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.
Point:

About

Point is a data-first, cloud-native Investment Data Intelligence (IDI) platform designed for wealth and asset managers, including family offices, external asset managers, private banks, and advisory firms. It aggregates and reconciles complex investment data, custodial, platform, AIFMs, direct investments, real estate, foreign exchange, and collectibles across multi-asset, multi-custody, multi-currency environments, delivering an independent Investment Book of Record (IBOR) updated daily. The system controls and secures data ingestion, employs advanced analytics and AI-driven insights, and offers detailed portfolio performance, risk, and opportunity visualizations via configurable dashboards. With open APIs and modular design, it integrates seamlessly with front-office CRMs, client portals, reporting engines, and back-office systems, enabling clean, reconciled, and shareable data across workflows.
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
Point:

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
Point:

Audience

Wealth and asset management firms seeking a solution to aggregate, reconcile, analyze, and share diverse investment data for enhanced decision-making and client engagement
Auria:

Support

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

Support

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

API

Offers API Not Supported
Point:

API

Offers API Supported
Auria:

Screenshots and Videos

Point:

Screenshots and Videos

Auria:

Pricing

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

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

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
Point:

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
Point:

Training

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

Company Information

Auria
United States
auriaplatform.com
Point:

Company Information

Point
Founded: 2017
United Kingdom
pointgroup.io/investment-data-intelligence-platform
Auria:

Alternatives

Point:

Alternatives

Third Financial

Third Financial

Third Financial Software
Auria:
MoneyWare

MoneyWare

Miles Software (EbixCash)
Point:
Auria:
Asseta

Asseta

Asseta.ai
Point:
IMiX

IMiX

Investment Software Group
Auria:
Point:
Auria:
Point:
WealthERP

WealthERP

Ampsys Consulting Pvt Ltd.
Auria:

Categories

Wealth Management Supported
Point:

Categories

Wealth Management Supported
Auria:

Integrations

No info available.
Point:

Integrations

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