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Ratings and Reviews 0 Ratings
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What is Auria?
Auria is a modern wealth-management platform designed for ultra-high-net-worth families, single-family offices, multi-family offices, and their financial advisors. By combining essential features such as portfolio management, performance tracking, client relationship management (CRM), secure document storage, data aggregation, and a multi-entity overview into one cohesive interface, it allows organizations to consolidate asset information from various sources, including public markets, private equity, real estate, art, collectibles, loans, and liabilities. This functionality creates a comprehensive "family view" that transcends generations and multiple entities. The platform includes a "Wealth Blueprint" feature that maps out complex ownership structures, trusts, and family businesses, while its advanced reporting engine supports tailored reports and a versatile client portal. Additionally, Auria's CRM and workflow tools facilitate the management of notes, tasks, and interactions within a single system. Aiming to replace outdated spreadsheet methods and fragmented technological systems, Auria is dedicated to improving scalability, transparency, and the integration of diverse data sources, ultimately giving families a more profound insight into their wealth. Furthermore, the platform's intuitive design ensures accessibility for users with varying levels of familiarity with sophisticated financial systems, making it a practical choice for managing family wealth effectively. This approach not only streamlines financial management but also fosters an environment where families can collaboratively engage in wealth planning.
What is Asseta?
Asseta is a holistic, AI-powered platform designed to streamline the financial management processes of family offices, enabling them to manage their wealth and accounting functions with clarity and effectiveness. It provides robust tools for tracking investments, cash flow, multi-currency transactions, and complex ownership structures, along with real-time insights and tailored reporting features. By seamlessly integrating with various platforms, such as QuickBooks, Bill, and Ramp, Asseta allows users to consolidate data into a cohesive system. Furthermore, the platform automates essential financial tasks, including allocations, bill payments, and month-end closings, reducing manual effort. With scalability as a key feature, Asseta not only optimizes financial operations for family offices but also enhances visibility across multiple entities and currencies worldwide, supporting more informed decision-making. This all-inclusive strategy empowers family offices to concentrate on long-term strategies rather than getting bogged down by administrative tasks, ultimately fostering a more proactive approach to wealth management. By prioritizing efficiency and transparency, Asseta positions itself as an indispensable tool for modern financial stewardship.
Integrations Supported
Amazon Web Services (AWS)
Google Sheets
Gusto
QuickBooks Online
RUN Powered by ADP
Ramp
Slack
Stripe
Xero
Integrations Supported
Amazon Web Services (AWS)
Google Sheets
Gusto
QuickBooks Online
RUN Powered by ADP
Ramp
Slack
Stripe
Xero
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
$32 per month
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Auria
Company Location
United States
Company Website
auriaplatform.com
Company Facts
Organization Name
Asseta.ai
Date Founded
2023
Company Location
United States
Company Website
www.asseta.ai/
Categories and Features
Categories and Features
Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management