Simplify the
complexities of wealth with a unified solution
Auria combines the essential capabilities into one modern and intuitive experience, redefining how a family’s wealth is managed.
Evolved from the Advyzon platform which serves 2,400+ firms, Auria is tailored to manage the complex wealth of UHNW clients and family offices.
Developed for a variety of firms
Wealth managers focusing on UHNW clients seeking tools that are purpose built to manage complex clients’ needs
Single family offices still using custom built tools or spreadsheets and seeking a secure, integrated and modern experience
Banks, broker dealers, endowments and other enterprises looking for a scalable and configurable way to serve their UHNW clients
Auria tech stack
Auria provides the actionable, data-driven insights essential to achieving clients’ goals. Wealth managers often face the complexity of managing diverse portfolios while ensuring clear decision-making and minimizing risk. Many firms struggle with fragmented data and disconnected systems, leading to inefficiencies and challenges in offering comprehensive wealth management. This fragmented approach can hinder asset integration, obscure the true picture of a family’s wealth, and complicate long-term planning.
Immerse yourself with the Advyzon community featuring advisor and expert-led education; hands-on workshops; time to truly connect with peers and partners.
Learn more
Book a personalized demo to explore how we can help grow your business and deepen client trust.