WealthForce.ai

WealthForce.ai

Intellect Design Arena
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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 โ€œfamily viewโ€ across generations and entities. The platformโ€™s โ€œWealth Blueprintโ€ 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

WealthForce.ai is a BIAN-compliant, AI-led, cloud-native wealth management platform designed to serve as an empowered Relationship Manager (RM) interface by consolidating all customer information in one place. It has delivered measurable improvements, such as a 40% increase in RM-to-customer ratio, an 80% reduction in portfolio review time, and a 30% uplift in operational efficiency. It supports efficient customer management through a comprehensive 360-degree view, enabling RMs and financial advisors to quickly optimize and customize portfolios based on individual client needs. The platform is structured around four core pillars, which automate operational processes with cognitive RPA, AI, and ML, support multi-asset operations, and include a dashboard for generating rules, building campaigns, and measuring cost-effectiveness.

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

Financial advisors and wealth management firms needing a solution to streamline client engagement, portfolio optimization, personalized advisory, and compliance workflows

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

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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

Intellect Design Arena
Founded: 1996
United States
www.intellectai.com/apac/wealth-force/

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Asseta

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Categories

Categories

Integrations

No info available.

Integrations

No info available.
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