+
+

Related Products

  • Gravity Software
    45 Ratings
    Visit Website
  • Premier Construction Software
    402 Ratings
    Visit Website
  • CompUp
    66 Ratings
    Visit Website
  • Sage Intacct
    8,532 Ratings
    Visit Website
  • Kinderpedia
    309 Ratings
    Visit Website
  • ZenTreasury
    9 Ratings
    Visit Website
  • Procare
    3,573 Ratings
    Visit Website
  • D&B Connect
    188 Ratings
    Visit Website
  • Native Teams
    632 Ratings
    Visit Website
  • Filejet
    38 Ratings
    Visit Website

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 “family view” across generations and entities. The platform’s “Wealth 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

Sofistic.AI is an AI-native smart wealth management platform that centralizes and analyzes financial data to give wealth advisors, family offices, and financial institutions a unified, visual view of their clients’ total wealth across accounts, custodians, planning tools, and off-book assets, replacing spreadsheets and fragmented systems with dynamic dashboards, interactive insights, and real-time intelligence. It consolidates both sides of the balance sheet into a 360° wealth dashboard that displays liquid holdings, private assets, businesses, insurance, real estate, liabilities, and cash flows, while smart forecasting tools project future trajectories using real-time data and scenario simulations to support informed decisions. Sofistic.AI augments human expertise with AI-driven insights via Sofi, surfacing key risks, opportunities, and recommendations proactively, and SofiChat, a natural-language conversational assistant that lets users query their data in plain language.

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

Wealth advisors, family offices, and financial institutions that need to centralize client financial data, generate insights, and support smarter decision-making

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

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Auria
United States
auriaplatform.com

Company Information

Sofistic.AI
Founded: 2023
Canada
www.sofistic.ai/

Alternatives

Alternatives

M2Advisor

M2Advisor

M2Wealth
MoneyWare

MoneyWare

Miles Software (EbixCash)
Asseta

Asseta

Asseta.ai
WealthERP

WealthERP

Ampsys Consulting Pvt Ltd.
FamilyWealthGuru

FamilyWealthGuru

FACT Software Group

Categories

Categories

Integrations

No info available.

Integrations

No info available.
Claim Auria and update features and information
Claim Auria and update features and information
Claim Sofistic.AI and update features and information
Claim Sofistic.AI and update features and information