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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 Aiming to replace outdated spreadsheet methods and fragmented technological systems, Auria is dedicated to improving scalability, transparency, and the integration of diverse data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 Assetmax?

Manage investment portfolios across various custodians while maintaining data accessibility, ensuring compliance with regulatory standards, and aligning with client objectives. Assetmax distinguishes itself as the leading Swiss software tailored for independent asset managers, family offices, and banks, providing a comprehensive suite for multi-custody portfolio management, client relationship management, invoicing, and reporting. Many wealth managers and financial institutions prefer Assetmax, recognizing it as a dependable solution within the sector. This robust and sophisticated software can be accessed via the web, and it offers deployment options both on-premise and through cloud services, which enhances its adaptability and ease of use. By consolidating vital functionalities, it streamlines the intricacies of asset management while significantly increasing operational efficiency. Additionally, Assetmax continuously evolves, incorporating user feedback to ensure it meets the dynamic needs of the financial landscape.

Media

Media

Integrations Supported

Apiax

Integrations Supported

Apiax

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
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

Fimax AMS

Date Founded

2013

Company Location

Switzerland

Company Website

www.assetmax.ch

Categories and Features

Categories and Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

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