Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

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 “family view” that spans generations and various entities. The platform features a “Wealth 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 Aimed at replacing outdated spreadsheet methods and disjointed technological frameworks, Auria focuses on enhancing scalability, transparency, and the integration of diverse data sources,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

Effortlessly implement intricate models while easily overseeing asset allocations throughout various portfolios. Efficiently manage order flow across diverse custodians as well as different asset and security categories. Attain Simple Tax Alpha through effective Tax Harvesting and Location Optimization strategies. Maintain a clear overview of cash balances with robust yet straightforward tools designed for daily cash management and intra-day cash oversight. Seamlessly connect with a broad range of portfolio accounting, reporting, custodian, and execution systems. The features are meticulously crafted to guarantee trading compliance and precision in data accuracy. BlazePortfolio® specializes in providing streamlined, user-centric trade management solutions tailored for investment managers, RIAs, wealth managers, broker-dealers, family offices, and industry collaborators. Effortlessly manage order flow across various custodians and security types while keeping a close watch on cash balances with efficient tools for daily and intra-day cash oversight. By implementing complex models, you can effortlessly monitor asset allocations across your portfolios with confidence and clarity.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Auria

Country

United States

Website

auriaplatform.com

Vendor Details

Company Name

BlazePortfolio

Founded

2005

Country

United States

Website

www.blazeportfolio.com

Product Features

Product 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

Alternatives

MoneyWare Reviews

MoneyWare

Miles Software (EbixCash)

Alternatives

Asseta Reviews

Asseta

Asseta.ai
Assetmax Reviews

Assetmax

Fimax AMS