Auric Capital
Manage client portfolios and communications
Auric Capital Partners LLC
Description
Access client account information, view portfolio performance, and receive personalized insights. Schedule calls, send messages, and access educational resources. Receive real-time updates and alerts on account activity.
What is Auric Capital Partners:
Auric Capital Partners is a mobile and web application, designed to help Registered Investment Advisory firms to create a personalized end-user experience for their clients. Auric Capital Partners enables RIAs (Registered Investment Advisors) to communicate with their clients where they are: on the phone.
Who is Auric Capital Partners for:
Clients of our Advisors may use this app. Clients must also have an online account to use Auric Capital Partners.
Auric Capital Partners Features for Clients:
- View your Firm's newsfeed
- Attend scheduled Zoom calls with your Financial Advisor
- Communicate privately with your Financial Advisor via DMs
- Invite your kids and grandkids to learn from professionals that you trust
Please Note: Auric Capital Partners is a companion app for Registered Investment Advisor professionals, that use the Auric Capital Partners web platform. If you are a client, please reach out to your Financial Advisor for your account information, so that you may log in to the app.