Auric Capital

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.