Auria

Auria is a wealth management platform built specifically for ultra-high-net-worth clients and family offices, developed by Advyzon, a firm that already serves more than 2,400 advisory firms. That lineage matters: Auria inherits a proven technology foundation but applies it to a distinct problem set, namely the operational weight of multi-entity family structures, alternative investments, and cross-generational reporting that generic advisory tools were never designed to handle.

For family offices still running on spreadsheets or patchwork integrations, Auria offers a single environment covering:

• Consolidated reporting across accounts, trusts, partnerships, foundations, and operating companies
• Blueprint, a visual entity mapping tool that renders ownership structures, assets, and liabilities interactively
• Alternatives management with onboarding, historical backfill, and reconciliation handled operationally
• A branded family portal with granular, role-based access controls across generations
• CRM, document management, and total balance sheet tracking within the same platform

The parent platform, Advyzon, ranked first in satisfaction and value across five categories in the 2025 Kitces AdvisorTech Research Report, including CRM, portfolio management, and performance reporting. Auria inherits that architecture and reorients it toward the complexity of single and multi-family offices rather than standard advisory workflows.

Pricing is not disclosed publicly, which makes budget planning difficult before engaging with the sales team. The platform appears focused on the US market, with no mention of multi-currency support or international regulatory frameworks. Firms with existing custodian or accounting integrations will want to confirm data connectivity before committing. Auria suits family offices ready to consolidate fragmented tools into one environment, but those requiring deep fund accounting or partnership-level ledger functionality may need to verify how far the platform extends into those workflows.

• Consolidated portfolio reporting across multi-entity family structures
• Visual entity and ownership mapping
• Alternatives investment management and reconciliation
• CRM and family relationship tracking
• Document management and secure file storage
• Total balance sheet and net worth tracking

• Blueprint visual entity mapping tool
• Consolidated reporting across accounts, trusts, partnerships, and foundations
• Alternatives management with onboarding and historical backfill
• Branded family and client portal with role-based access
• CRM with workflow automation and task management
• Document vault with version control and role-based permissions
• Total balance sheet including real estate, alts, and collections
• Performance reporting with benchmark comparisons to holding level
• Granular privacy and permissions management

Built for Single Family Office (SFO), Multi Family Office (MFO), Advisors / Wealth Advisors (RIA), Investment Teams.