Secure hub to manage financial, legacy and personal information — empowering collaboration and providing peace of mind.
Auderli is a leading financial services provider, offering a secure and comprehensive platform for managing financial, legacy, and personal information. Auderli empowers clients with complete control over their data, ensuring privacy while facilitating seamless collaboration with family, friends, and trusted advisors. By centralizing crucial information and related documents, Auderli ensures everything is well-organized and easily accessible.
Auderli's innovative platform enables advisors to deliver tailored, well-informed advice based on a holistic understanding of each client's unique situation. Auderli streamlines the management of assets, liabilities, ID, tax details, wills, and powers of attorney, all in one secure location. With Auderli, clients gain peace of mind, knowing that all necessary information is readily available, simplifying the probate process and ensuring a smooth transition for everyone involved.
Located in Brighton, GB, Auderli is committed to bridging the gap between clients, advisors, and family members, fostering efficient collaboration and providing unparalleled peace of mind. Auderli is dedicated to providing secure and accessible financial management solutions. We invite the manager of Auderli to create a customized and exclusive company showcase and product listing on our platform to further highlight your innovative services.
Compare Auderli with 3 companies in Financial-Services
| Comparison Field |
AuderliMain Company |
Bigmore Associates L...View Profile |
Da
DavyView Profile |
GentreoView Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 1971 | 1926 | 2018 |
|
Company Size
|
— | 11-50 | 501-1,000 | 11-50 |
|
City
|
Quincy, Massachusetts | |||
|
Country
|
United States | |||
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Skills & Keywords
Comparing with main company
|
22 Total Skills
Financial Services
Estate Planning
Document Management
Wealth Management
Legacy Planning
Financial Technology
Data Security
document vault
wills
personal information
estate planning
document storage
legacy
financial planning
collaboration
power of attorney
professional advisors
life admin
probate
share documents
life management
assets & liabilities
|
11 Total
11 Unique
Unique Skills:
employee benefits
equity release
financial advising
financial education
investments
mortgages
+5
|
16 Total
16 Unique
Unique Skills:
Capital markets services
corporate broking
corporate finance
credit union consultancy services
ESOP
fixed income
+10
|
16 Total
1 Common
15 Unique
Match
5%
Common Skills:
Estate Planning
Unique Skills:
age in place
digital legacy
Eldercare
Elderly
estate planning solution
finance
+9
|
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