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ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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Average Ratings 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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 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 Aimed at replacing outdated spreadsheet methods and disjointed technological frameworks, Auria focuses on enhancing scalability, transparency, and the integration of diverse data sources,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

MSCI Wealth Manager serves as a comprehensive portfolio analytics and management solution tailored for wealth management firms and financial advisors focused on high-net-worth and ultra-high-net-worth clientele. This software enables investment teams to effectively construct, assess, monitor, and articulate client portfolios that encompass both public and private assets. Its robust features encompass risk, factor, and scenario analysis, model portfolio management, drift and exposure monitoring, as well as tax-aware optimization, portfolio proposals, and reporting capabilities. Additionally, it offers tools for evaluating potential client portfolios. The platform allows firms to implement their investment strategies and house views while customizing portfolios to align with client objectives and constraints. MSCI Wealth Manager seamlessly integrates with various wealth reporting and advisory systems, such as Addepar, Orion, Tamarac, and Black Diamond, and provides API-based connections to facilitate efficient portfolio and client data management workflows. This ensures that wealth management professionals can deliver tailored advice and maintain high standards of client service.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Addepar No 
Black Diamond Wealth Platform No 
Envestnet | Tamarac No 
MSCI No 
Orion No 

Integrations

Addepar Yes 
Black Diamond Wealth Platform Yes 
Envestnet | Tamarac Yes 
MSCI Yes 
Orion Yes 

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 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) 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

MSCI

Founded

1998

Country

United States

Website

www.msci.com/data-and-analytics/wealth-management/msci-wealth-manager

Product Features

Product Features

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