Auria vs Centtrip

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

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.

Centtrip

Accounting

Founded to meet the demands of clients with complex, cross-border affairs, Centtrip supports family offices with a tailored, single solution for expense management and payments. Centtrip provides a flexible and secure, single solution, assisting family offices in managing and controlling their expenditure whether that be domestic or international.

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

2015

External investors (neither clients nor staff)

United Kingdom

London
Miami
Amsterdam

United Kingdom
Switzerland
United States of America
Benelux
Scandinavia

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

Multi-family offices
Individual wealth owners
Yacht management business
Private aviation business
International touring artists and musicians

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

Accounting
Consolidated reporting
Governance
Trading (execution on platform)
Multi-currency cards, payments and foreign exchange

Deposit funds in 15 major currencies
Hold up to £350.000 balance per card in up to 15 currencies
Spend up to £150.000 in a single transaction
ATM withdrawals up to £4.000 per day
Buy and sell in 140 different currencies
Capture receipts and manage all expenses in one place
Instant visibility and control over multiple accounts
Set personal limits and spend notifications
Integrate with major accounting packages
Real-time 24/7 reporting across all transactions

MiFID II
GDPR
Centtrip is an FCA-regulated electronic money institution

Technology

Type of software

SAAS

Integrations

Financial planning,
Custodians,
Risk,
Compliance

Mobile App

SaaS

AWS cloud environments with all the necessary network configuration, encryption and monitoring to ensure high levels of security
Multi-factor authentication