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
Updated on
Jan 3, 2026
Business
Data safety
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Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.