Auria vs AgilLink
You are looking for alternatives to Auria. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.
Auria
Category
Consolidated Reporting
Auria is a modern technology solution that unites essential capabilities—data aggregation, performance reporting, billing, document management, CRM and client portal—into a single, seamless interface, while also empowering wealth managers to handle intricate entities, track alternative investments and more.
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AgilLink
Category
Accounting
AgilLink enables firms to scale their bill pay and client accounting operations while adding more control and security. Our solution automates the bill payment lifecycle by integrating document imaging, approval workflow, embedded banking, financial accounting and investment data integration.
Read moreCompany
Employees
- 100-500
Founded
- 2012
Locations
- Chicago
Top 5 Markets
- United States of America
Ownership
- Owned by management,
- Key staff also have ownership
50-100
-
1976
An RBC company and affiliate of City National Bank
United States of America
El Segundo, California
United States
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Client
Focus
- Investment & Financial Advisors (RIAs/IFAs)
Secondary focus
- Individual wealth owners,
- Single-family offices,
- Multi-family offices,
- Investment & Financial Advisors (RIAs/IFAs),
- Banks
Multi-family offices
- Single family offices
- Investment & Financial Advisors (RIAs/IFAs)
Over 300 clients and 5000 users
Product
Main Tasks
- Consolidated Reporting,
- CRM,
- Data Aggregation,
- Portfolio Management,
- Trading
Top features
- Ability to Whitelabel,
- Custom Reports,
- Full Multi-Currency Support,
- Mobile App
Assets supported
- Alternatives,
- Art & Collectables,
- Cash & Equivalents,
- Bankable or Financial Assets & Funds,
- Cryptocurrency,
- Direct Private Equity,
- Equities,
- Fixed Income,
- Hedge Funds,
- Insurance,
- Real Estate,
- REITS,
- Private Equity,
- Venture Capital
Whitelabel
- Yes
- Accelerator
- Data aggregation
- Portfolio management
- Consolidated reporting
- Accounting
- Integrated accounting
- Mobile App
- Transparency
- Data aggregation and management
- Consolidated and bespoke reporting
- Alternatives
- Bankable assets
- Private equity
- Real estate
- Rare collectables (luxury cars, boats, high-value jewellery)
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Yes
Technology
Type of software
- SAAS
Integrations
- Financial planning,
- Custodians,
- Risk,
- Compliance
Mobile App
- Yes
Serviced software, SAAS
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- Addepar
- Risclarity
- InvestLink
Yes