Family offices
Whether you’re managing a single family’s legacy or operating as a multi-family office, Auria provides the tools to bring order to financial complexity. From consolidated reporting and entity mapping to alternatives management and family portal, Auria captures every dimension of wealth in one unified platform.
Auria’s visual Blueprint makes it easy to see ownership structures, assets, and liabilities across generations—turning what once felt chaotic into clarity. Auria empowers family offices to operate with precision, insight, and efficiency—no matter how intricate the family’s financial landscape becomes.
Consolidated reporting and billing
A single, trusted picture of each family’s wealth.
Unified, always current: One portfolio across accounts and entities (trusts, partnerships, operating companies, foundations) with live positions, performance, allocations, and policy-level benchmark comparisons down to the holding.
Actionable & reportable: Highlight concentration and liquidity needs—capital calls, distributions, grants, taxes—then export, share, or pivot the same data across workflows.
Entity management
Turn complex ownership into a clear, navigable picture with Blueprint.
Clarity at a glance: Blueprint renders family trees, entities, and assets in one interactive view—with instant ownership percentages and flow paths.
Depth when needed: Navigate nested entities and multi-household structures using search, filters, and drill-downs to manage with precision.
Relationship & activity hub
A seamless way to keep family interactions and portfolio context in one place.
Unified context: Tie conversations, tasks, and meetings to real portfolio and performance data—so updates land with the right financial context.
Always organized: Workflows and automations keep onboarding, reviews, and follow-ups on schedule, with alerts for maintenance and cash items.
Document management
Turn paperwork and reports into a secure, searchable vault for the family.
Secure, centralized vault: Store, index, and search critical documents with version control and role-based access so the right people have what they need, when they need it.
Built for complex families: A unified record ties documents to entities and ownership, streamlining access and collaboration with advisors and family office partners.
Family & client portal
A connected, branded experience for multi-generational families.
Branded & centralized: A secure, customizable portal to share reports, documents, and messages—consistent across web and mobile.
Right-sized access: Configure who sees what—consolidated family views for key stakeholders, account-level views for others.
Alternatives management
Managed alts data—without the operational burden.
Managed from end to end: Onboarding, historical backfill, reconciliation, and ongoing maintenance handled for you—so complex alts stay current without internal lift.
Integrated & reliable: Timely, accurate alts data flows into the Auria platform, freeing the family office to focus on decisions—not operations.
Total balance sheet & net worth tracking
A unified, dynamic picture of family wealth.
One source of truth: Bring marketable securities, real estate, partnerships, alts, and collections into a single balance sheet with ownership tied to entities, trusts, and individuals.
Decision-ready: Track valuations, liabilities, and trends to understand true net worth, then export clear reports for reviews and long-term planning.
Privacy & permissions
Control who sees what—at all times.
Granular control: Keep sensitive information private with fine-grain permissions across families, entities, and accounts—so access is limited to the right people.
Real-time administration: Manage internal staff and trusted external advisors with intuitive tools to grant, update, or revoke access in the moment.
Learn more
Book a personalized demo to explore how we can help grow your business and deepen client trust.