Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, today announced a new product offering from Advyzon Institutional called Auria.
Evolving from Advyzon’s all-in-one platform, Auria is purpose built for the needs of UHNW clients and unites essential capabilities – portfolio management, performance reporting, and CRM – into a single, seamless interface, while also empowering advisors to manage intricate entities, track alternative investments, provide families with a holistic view of their total wealth, and more.
“We’re so excited to finally unveil Auria – an initiative that we’ve been working on since I joined Advyzon earlier this year,” said Kartik Srinivasan, President of Advyzon Institutional. “In my numerous conversations with wealth managers and family offices, I consistently heard the need for technology that unifies key capabilities and can manage the complexities of UHNW clients – all in an easy-to-use and modern experience. With Auria, we are delivering just that for single-family offices, multi-family offices, and wealth managers and enterprises serving UHNW clients.”
Srinivasan shared additional comments in an Auria announcement video that also shares a first look at the Auria platform, available to watch on the Auria website.
Launching in Q1 2025, Auria includes all the great capabilities available in the award-winning Advyzon platform – CRM, data aggregation, portfolio management, performance reporting, trading and rebalancing, and secure document management. Additionally, the product includes new features tailored for the needs of complex clients, including enhanced net worth tracking, robust alternatives management and reporting, handling of multi-generational families and entities, and sophisticated visualization of clients and their assets via the Wealth Blueprint.
Advyzon CEO Hailin Li hinted that this newest product offering is just the beginning of what’s to come from Advyzon in the near future: “Looking ahead to 2025, we are excited about the huge opportunities for better user experience, better service, better product, and better technology in the Family Office and UHNW space. The next phase of our evolution will not only raise the bar for the industry, but will make wealth management more intuitive, efficient, and impactful. One platform. One experience.”
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