Advyzon
Auria is a modern technology solution that unites essential capabilities—data aggregation, performance reporting, billing, document management, CRM and client portal—into a single, seamless interface, while also empowering wealth managers to handle intricate entities, track alternative investments and more.
Have a question regarding Advyzon?
Contact Advyzon directly, or opt for discretion with our private exploration option and take advantage of a free 20-minute consultation with the Simple team to thoroughly explore your service requirements.
What sets Auria apart?
"We believe Auria’s single data model and source code, combined with an intuitive experience can transform how wealth managers serve their clients."
Kartik Srinivasan
Product
Get an overview of what Advyzon does.
Main Tasks
- Consolidated Reporting,
- CRM,
- Data Aggregation,
- Portfolio Management,
- Trading
Top features
- Ability to Whitelabel,
- Custom Reports,
- Full Multi-Currency Support,
- Mobile App
Assets supported
- Alternatives,
- Art & Collectables,
- Cash & Equivalents,
- Bankable or Financial Assets & Funds,
- Cryptocurrency,
- Direct Private Equity,
- Equities,
- Fixed Income,
- Hedge Funds,
- Insurance,
- Real Estate,
- REITS,
- Private Equity,
- Venture Capital
Whitelabel
- Yes
Type of software
- SAAS
Integrations
- Financial planning,
- Custodians,
- Risk,
- Compliance
Mobile App
- Yes
Type of data
- Transaction level
Accuracy
- Reconcile data with custodian info
Custodians
- 50+
Time to new custodian
- 4 weeks
Multi-currency
- Users can set multiple base currencies
Regulated
- Yes
Regulated by
- SEC
Cost structure
- AUM-based,
- Flat fee,
- Other
Rates
- Pricing depends on factors like AUM, accounts, and entities and can vary based on the type of firm (SFO, MFO, RIA).
Key Company Information
Have a look at the company, clients, and references to learn whether this is a match for you.
Employees
- 100-500
Founded
- 2012
Locations
- Chicago
Top 5 Markets
- United States of America
Ownership
- Owned by management,
- Key staff also have ownership
Focus
- Investment & Financial Advisors (RIAs/IFAs)
Secondary focus
- Individual wealth owners,
- Single-family offices,
- Multi-family offices,
- Investment & Financial Advisors (RIAs/IFAs),
- Banks
Auria, powered by Advyzon
Auria One-Pager
Alts with Auria
Auria, powered by Advyzon
Auria One-Pager
Alts with Auria
Support & Services
Learn what support and services you can expect
Support options
Dedicated contact,
General contact mail or phone
Pricing of support
Free support
Onboarding
2-8 weeks
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