iPM PortalINDATA AI 
                        
                        
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            About
            Auria is a modern wealth-management platform built for ultra-high-net-worth families, single-family offices, multi-family offices, and their advisors. It unites essential capabilities, portfolio management, performance reporting, CRM, secure document management, data aggregation, and multi-entity view, into a single, seamless interface, enabling firms to consolidate asset data from public markets, private equity, real estate, art/collectibles, loans, and liabilities, then visualise a holistic โfamily viewโ across generations and entities. The platformโs โWealth Blueprintโ tool maps complex ownership structures, trusts, and family-owned entities; its reporting engine supports bespoke reports and a configurable client portal; and its CRM and workflow features support notes, tasks, and interactions in one system. Designed to replace spreadsheet-based and fragmented tech stacks, Auria emphasises scalability, clarity, and consolidation of data sources.
             
            
        
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            About
            iPM Portal integrates portfolio management software as well as CRM functions, providing users with a holistic view of portfolio information including performing analytics and contact information for portfolios, accounts, and composites. Our wealth management reporting software portal also includes external client access features that provide a cutting-edge digital experience for the end client. Wealth management software with customizable dashboards for individual, customized, or aggregate-level accounts. Portfolio management and investment reporting software. Portfolio onboarding features and software for investment management. Performance analytics and portfolio data for accounts including rates-of-returns, holdings, transactions, etc. (investment manager software). The client portal provides a secure and insightful window for clients to view their account information. Provides a web-based, external access view of account information, reporting, transactions, and documents.
             
            
        
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        Platforms Supported
            
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        Platforms Supported
            
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        Audience
        Family offices, wealth-management firms and advisors wanting a solution to manage complex assets, entities and relationships in one system
         
        
    
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        Audience
        Investment professionals seeking a solution to manage performance analytics, contact information for portfolios, accounts and composites
         
        
    
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        Support
            
                Phone Support
            
            
         
        
    
        
        
            
                24/7 Live Support
            
            
         
        
    
        
        
            
                Online
            
            
         
        
    
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        Support
            
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                24/7 Live Support
            
            
         
        
    
        
        
            
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        API
            
                Offers API
            
            
         
        
    
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        API
            
                Offers API
            
            
         
        
    
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        Training
            
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        Training
            
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        Company InformationAuria 
    
    United States 
    auriaplatform.com 
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        Company InformationINDATA AI 
    
    United Kingdom 
    www.indataipm.com/portfolio-management-software/ 
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