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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 Aimed at replacing outdated spreadsheet methods and disjointed technological frameworks, Auria focuses on enhancing scalability, transparency, and the integration of diverse data sources,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
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
API Access
Has API
Integrations
QuickBooks Online
QuickBooks Online Advanced
Sage Intacct
Xero
Integrations
QuickBooks Online
QuickBooks Online Advanced
Sage Intacct
Xero
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$16 per month
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
Joiin
Founded
2018
Country
United Kingdom
Website
joiin.co
Product Features
Product Features
Financial Reporting
"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement