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 Aimed at replacing outdated spreadsheet methods and disjointed technological frameworks, Auria focuses on enhancing scalability, transparency, and the integration of diverse data sources,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
Elysys Multi-Company is a robust application designed for the management of various legal entities and organizational structures within Microsoft Dynamics 365 Business Central. This tool facilitates intercompany transactions, including journals and cash transfers, while offering consolidated financial insights and comprehensive oversight at the group level, which aids finance teams in synchronizing activities among interconnected companies. Aimed at family offices, financial institutions, investment firms, and other entities engaged in multi-entity financial operations, the application is particularly useful for structures like holding companies, subsidiaries, and investment vehicles that require a unified view of group finances while maintaining detailed entity-level accounting. By enhancing the capabilities of Business Central, it effectively integrates intercompany activities and financial data into a singular application environment, streamlining financial management processes. This integration not only simplifies reporting but also ensures that all companies involved can operate cohesively within a shared financial framework.
API Access
Has API
No
API Access
Has API
No
Integrations
Microsoft Dynamics 365 Business Central
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
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
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)
No
Online Support
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Auria
Country
United States
Website
auriaplatform.com
Vendor Details
Company Name
Elysys
Founded
2006
Country
Monaco
Website
www.elysys.com