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
Train ML Models With SQL You Already Know Icon
Train ML Models With SQL You Already Know

BigQuery automates data prep, analysis, and predictions with built-in AI assistance.

Build and deploy ML models using familiar SQL. Automate data prep with built-in Gemini. Query 1 TB and store 10 GB free monthly.
Try Free

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