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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 Aimed at replacing outdated spreadsheet methods and disjointed technological frameworks, Auria focuses on enhancing scalability, transparency, and the integration of diverse data sources,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
Motili offers a technology platform that streamlines the management of HVAC and hot water systems for various property types, including single-family homes, multi-family units, and commercial buildings, through both proactive and reactive maintenance projects. The accompanying mobile application is designed for Motili's network of HVAC contractors, enabling them to discover, schedule, and execute installations and repairs directly from their devices. Similar to how Uber connects drivers with passengers, this app facilitates connections between contractors and available HVAC jobs, eliminating the need for contractors to chase leads. Users can easily navigate to job locations while utilizing features that allow for the completion of work orders and quotes, checking in upon arrival, uploading photos, adding necessary equipment or parts, tagging assets, and submitting all relevant information back to Motili. With such an array of functionalities, the app significantly enhances efficiency and communication within the HVAC service industry.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
Free
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
Motili
Founded
2015
Country
United States
Website
www.motili.com
Product Features
Product Features
HVAC
Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management