Advyzon Institutional, the portfolio management technology provider, has launched a platform aimed at supporting ultra-high-net-worth investors and their financial advisors.
The solution, dubbed Auria, combines portfolio management and performance reporting with a new client interface that aims to help advisors manage intricate entities, track alternative investments and provide families with a holistic view of their wealth.
Kartik Srinivasan, president of Advyzon Institutional, said in a statement that the platform was built to deliver an “easy-to-use and modern experience” for single-family offices, multi-family offices and independent wealth managers' UHNW clients.
The platform will be made available in the first quarter of 2025, according to the announcement. Beyond its data aggregation, portfolio management, performance reporting and trading capabilities, it will also provide secure document management, enhanced net worth tracking, alternatives management and reporting, and handling of multi-generational families and entities.
