Auria vs Aleta
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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Aleta
Category
Consolidated Reporting
Gone are the struggles with inflexible portfolio systems and error-prone Excel sheets. We transform complex data into clear and crisp reports to unlock valuable insights that elevate your wealth strategy. With our intuitive interface, you get a complete overview of the entire family wealth presented in concise reports and dynamic visualizations.
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Employees
- 100-500
Founded
- 2012
Locations
- Chicago
Top 5 Markets
- United States of America
Ownership
- Owned by management,
- Key staff also have ownership
- 11-50
- 2006
- US and Denmark
-
New York
-
Bangkok
-
Copenhagen
-
Aarhus
- United States of America
- Denmark
- United Kingdom
- Singapore
- Canada
- $100 billion+
- Owned by management
- Clients are also owners
Client
Focus
- Investment & Financial Advisors (RIAs/IFAs)
Secondary focus
- Individual wealth owners,
- Single-family offices,
- Multi-family offices,
- Investment & Financial Advisors (RIAs/IFAs),
- Banks
- Single family offices
- Wealth managers
- Multi-family offices
- Investment & Financial Advisors (RIAs/IFAs)
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
- Consolidated Reporting
- Portfolio Management
- Risk Management
- Impact & ESG
- Data Aggregation
- Governance
- Compliance
- Financial Statements
- A sleek and intuitive platform
- Business-Intelligence module with dynamic visualisations
- Performance reporting
- X-ray of public funds
- Sustainability insights
- Alternative investments overview
- Comparable Private-Equity overview
- Risk and exposure reporting
- Fee controlling and reporting
- Bank integrations
- Fully enabled API for export and import
- Bankable or Financial Assets & Funds
- Derivatives
- Foreign Exchange
- Lifestyle Assets & Rare Collectibles
- Private Equity & Direct Investments
- Real Estate
- Digital Assets & Crypto Currency
- MiFID II
- GDPR
- SOC 2
- SFDR
- Yes
Technology
Type of software
- SAAS
Integrations
- Financial planning,
- Custodians,
- Risk,
- Compliance
Mobile App
- Yes
- SAAS
- Serviced software
- Microsoft
- Office 365 security integration
- Integration to ERP systems
- Microsoft Power BI
- Excel
- API
- Yes