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