Advyzon Announces Auria, New Product Offering for Family Offices and UHNW Clients

Advyzon has 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…