Related Products
|
||||||
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
iPaladin is a secure, cloud‑based digital family office operating system designed to manage the entire lifecycle of complex, modern single‑ and multi‑family offices. Its closed‑loop architecture offers military‑grade, zero‑trust security, where documents, messages, actions, and user permissions are strictly controlled and protected. With patented SmartRecords technology, iPaladin integrates document and services workflows into one unified system, enriching documents with dynamic governance logic, relationships to entities or tasks, and immutable blockchain‑inspired audit trails. It includes 150+ pre‑built process templates (Services SmartRecords) for automating recurring operations, such as compliance, tax, trust administration, and scheduling, ensuring consistency, accuracy, and lifecycle management of key tasks. Users can define customized workflows and dashboards to structure entity‑people‑asset relationships, automate project tasks, and consolidate communication.
|
|||||
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
Multi-family offices interested in a solution to improve their workflows, consolidate entity and document management, and provide an audit-ready system for multigenerational wealth governance
|
|||||
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/
|
Reviews/
|
|||||
Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
|||||
Company InformationAuria
United States
auriaplatform.com
|
Company InformationiPaladin
Founded: 2008
United States
www.ipaladin.com
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
|
|
||||||
|
|
||||||
|
|
||||||
Categories |
Categories |
|||||
Integrations
No info available.
|
Integrations
No info available.
|
|||||
|
|
|