Auria Strad Pro

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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.
Strad Pro:

About

Stradβ€―Pro is a cloud-based Family Office CRM designed for professional advisors, such as financial advisors, attorneys, tax specialists, and insurance agents, to provide a virtual family office experience for clients at any wealth level. It offers a 360Β° view of each client’s assets, liabilities, and legal documents, plus centralized task management, customizable workflows, and a secure document center. A shared client-and-advisor portal enables collaborative interaction among all professionals involved. It also includes white-label marketing tools (digital and print) and is SOCβ€―2 Typeβ€―2 certified for data security and privacy. Stradβ€―Pro empowers advisory teams to coordinate seamlessly, streamline operations, enhance client experience, and expand services by offering family office–style support.
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
Strad Pro:

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
Strad Pro:

Audience

Advisory teams looking for a tool offering an integrated, family office–level CRM and portal to clients of all wealth strata for enhanced coordination and elevated service delivery
Auria:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
Strad Pro:

Support

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

API

Offers API Not Supported
Strad Pro:

API

Offers API Not Supported
Auria:

Screenshots and Videos

Strad Pro:

Screenshots and Videos

Auria:

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported
Strad Pro:

Pricing

No information available.
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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Review this Software
Strad Pro:

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
Strad Pro:

Training

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

Company Information

Auria
United States
auriaplatform.com
Strad Pro:

Company Information

Strad Pro
United States
strad.com
Auria:

Alternatives

Strad Pro:

Alternatives

BITA Risk

BITA Risk

corfinancial
Auria:
MoneyWare

MoneyWare

Miles Software (EbixCash)
Strad Pro:
Auria:
Asseta

Asseta

Asseta.ai
Strad Pro:
Auria:
Strad Pro:
MoneyWare

MoneyWare

Miles Software (EbixCash)
Auria:
Strad Pro:
Auria:

Categories

Wealth Management Supported
Strad Pro:

Categories

Family Office Supported
Financial CRM Supported
Wealth Management Supported
Auria:

Integrations

No info available.
Strad Pro:

Integrations

No info available.
Auria:
Claim Auria and update features and information
Claim Auria and update features and information
Strad Pro:
Claim Strad Pro and update features and information
Claim Strad Pro and update features and information