Audience

Family offices, wealth-management firms and advisors wanting a solution to manage complex assets, entities and relationships in one system

About Auria

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.

Integrations

No integrations listed.

Ratings/Reviews

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

Company Information

Auria
United States
auriaplatform.com

Videos and Screen Captures

Auria Screenshot 1
Other Useful Business Software
Build Securely on AWS with Proven Frameworks Icon
Build Securely on AWS with Proven Frameworks

Lay a foundation for success with Tested Reference Architectures developed by Fortinet’s experts. Learn more in this white paper.

Moving to the cloud brings new challenges. How can you manage a larger attack surface while ensuring great network performance? Turn to Fortinet’s Tested Reference Architectures, blueprints for designing and securing cloud environments built by cybersecurity experts. Learn more and explore use cases in this white paper.
Download Now

Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Videos
Support
Phone Support
Online

Auria Frequently Asked Questions

Q: What kinds of users and organization types does Auria work with?
Q: What languages does Auria support in their product?
Q: What kind of support options does Auria offer?
Q: What type of training does Auria provide?

Auria Product Features