WealthWorks+

WealthWorks+

WealthWorks
Auria WealthWorks+

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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.
WealthWorks+:

About

Advanced trust and corporate entity management software that looks after the administration and compliance of trusts, companies, partnerships, funds, foundations, individuals, estates and other complex wealth structures. WealthWorks+ gives you total control of how and where you access and manage your clients’ wealth. Our flexible solution is easily customised to fit the needs of any size organisation and the cutting-edge design means the system will always stay up to date with the latest advancements so you can have confidence that your software will always be state-of-the-art. Integrated role-based dashboards and accessible export options make it faster and simpler to get out the information you need from the data you put in.
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
WealthWorks+:

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
WealthWorks+:

Audience

Businesses looking for a powerful Entity Management solution
Auria:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
WealthWorks+:

Support

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

API

Offers API Not Supported
WealthWorks+:

API

Offers API Not Supported
Auria:

Screenshots and Videos

WealthWorks+:

Screenshots and Videos

Auria:

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported
WealthWorks+:

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

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Review this Software
WealthWorks+:

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
WealthWorks+:

Training

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

Company Information

Auria
United States
auriaplatform.com
WealthWorks+:

Company Information

WealthWorks
Founded: 1995
United Kingdom
thewealthworks.com/wwplus/
Auria:

Alternatives

WealthWorks+:

Alternatives

Auria:
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WealthWorks+:
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Auria:
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WealthWorks+:
Auria:
WealthWorks+:
Auria:
WealthWorks+:
enVisual360

enVisual360

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Auria:

Categories

Wealth Management Supported
WealthWorks+:

Categories

Wealth Management Supported
Auria:

Integrations

No info available.
WealthWorks+:

Integrations

No info available.
Auria:
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WealthWorks+:
Claim WealthWorks+ and update features and information
Claim WealthWorks+ and update features and information