Average Ratings 0 Ratings
Average Ratings 0 Ratings
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 βfamily viewβ that spans generations and various entities. The platform features a βWealth Blueprintβ 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, Auriaβs 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 Aimed at replacing outdated spreadsheet methods and disjointed technological frameworks, Auria focuses on enhancing scalability, transparency, and the integration of diverse data sources,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
A simple solution to safeguard, organize, and streamline your most valuable information is now available. Everything necessary to ensure your family is organized and ready can be found in one convenient location. Keep essential documents like family IDs and vaccine cards easily accessible. Manage and distribute family passwords effectively. Create an inventory of valuable items for insurance purposes. Document your financial accounts and investments comprehensively. Benefit from automated reminders to ensure everything remains current. Securely store estate and legal documents while inviting family members and trusted advisors to collaborate. As many families are geographically dispersed, important legal, financial, and medical documents often become fragmented across various filing systems and digital platforms. Furthermore, as the amount of digital information increases, it tends to be stored in multiple locations, making management challenging. This is where Trustworthy steps in to assist you. Designed to handle everything from minor tasks like renewing your passport to significant undertakings such as estate planning, Trustworthy ensures that you and your family are fully equipped for any situation that arises. In an increasingly complex world, having all your critical information organized in one place provides peace of mind.
API Access
Has API
No
API Access
Has API
No
Integrations
Better Business Bureau (BBB)
No
Norton 360
No
TrustedSite
No
Integrations
Better Business Bureau (BBB)
Yes
Norton 360
Yes
TrustedSite
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$120 per year
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
No
On-Premises
No
iPhone App
Yes
iPad App
Yes
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
Yes
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
No
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
Auria
Country
United States
Website
auriaplatform.com
Vendor Details
Company Name
Trustworthy
Country
United States
Website
www.trustworthy.com
Product Features
Product Features
Password Management
Credential Management
No
Multifactor Authentication
No
Password Generator
No
Password Reset
No
Password Synchronization
No
Single Sign On
No
User Management
No