Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 1 Rating

Total
ease
features
design
support

Description

Auria serves as a contemporary wealth-management solution tailored specifically for ultra-high-net-worth families, single-family offices, multi-family offices, and their financial advisors. By integrating crucial functionalities such as portfolio management, performance reporting, CRM, secure document storage, data aggregation, and a multi-entity perspective into a unified interface, it empowers organizations to aggregate asset information from public markets, private equity, real estate, art and collectibles, loans, and liabilities. This integration allows for a comprehensive β€œfamily view” that spans generations and various entities. The platform features a β€œWealth Blueprint” tool that delineates intricate ownership structures, trusts, and family-owned companies, while its robust reporting engine allows for custom reports and a flexible client portal. Furthermore, Auria’s CRM and workflow capabilities enable management of notes, tasks, and interactions all within one cohesive system. Aimed at replacing outdated spreadsheet methods and disjointed technological frameworks, Auria focuses on enhancing scalability, transparency, and the integration of diverse data sources, ultimately providing families with a clearer understanding of their wealth. Additionally, its user-friendly design ensures that even those unfamiliar with complex financial systems can navigate it effectively.

Description

Endless financial reporting happiness Save time with Joiin: Spend less time finding data and churning through spreadsheets every month. A super-easy app: Connect within minutes and see data whether at your desk or on the go. Highly flexible features: Create an accurate picture of inter-company finances with powerful features. Safe and secure: Keep your data protected with our robust end-to-end security & multi-factor authentication. Competitive & simple: Achieve automated consolidation and customisation without breaking the bank. Makes life easier: Create beautiful reports and presentations & collaborate more effectively along the way. With our dedicated support team on hand to ensure an easy transition, you'll be up and running in no time. Our comprehensive support package includes on-boarding, one-to-one technical support and a dedicated help centre. Simple, affordable pricing means that all features are included in all plans, while built-in end-to-end security gives you peace of mind to work safely and securely. Start your 14 day free trial. All of our features. No credit card required. Joiin is used by businesses, finance teams, accountants and advisors. Joiin is a B Corp Certified company.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online No 
QuickBooks Online Advanced No 
Sage Intacct No 
Xero No 

Integrations

QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Sage Intacct Yes 
Xero Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$16 per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Auria

Country

United States

Website

auriaplatform.com

Vendor Details

Company Name

Joiin

Founded

2018

Country

United Kingdom

Website

joiin.co

Product Features

Product Features

Financial Reporting

"What If" Scenarios Yes 
Audit Trail Yes 
Balance Sheet Yes 
Cash Management Yes 
Consolidation / Roll-Up Yes 
Forecasting Yes 
General Ledger Yes 
Income Statements No 
Multi-Company Yes 
Multi-Department / Project Yes 
Profit / Loss Statement Yes 

Alternatives

MoneyWare Reviews

MoneyWare

Miles Software (EbixCash)

Alternatives

FinAlyzer Reviews

FinAlyzer

Beyond Square Solutions
Talentia CPM Reviews

Talentia CPM

Talentia Software
Asseta Reviews

Asseta

Asseta.ai