The complexity of family wealth, simplified
Family offices face an ever-growing web of complexity—multiple entities, cross-generational dynamics, alternative investments, and bespoke reporting needs. Traditional tools weren’t built to handle this. They leave teams buried in spreadsheets, juggling disconnected systems, and chasing data instead of insights. Auria changes that. Purpose-built for family offices, Auria brings together everything—from portfolio management and consolidated reporting to alternative investments, CRM, and document management—in one unified platform. It’s not a patchwork of integrations. It’s an ecosystem designed for how family offices actually work.
How we rate
Advyzon ranked #1 in both satisfaction and value across five categories—CRM, portfolio management, performance reporting, file sharing, and client portal—outpacing even legacy leaders, according to the 2025 Kitces AdvisorTech Research Report.
In a year where advisor satisfaction declined across nearly every category, Advyzon dominated in satisfaction and value and emerged as both a Rising Star and a Standout in CRM and portfolio management.
Advisors have long been forced to choose between clunky all-in-one platforms or costly legacy stacks. Advyzon proves you can have both—an all-in-one strategy, finally done right.
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