Auria vs Copia Wealth Studios

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.

Copia Wealth Studios

Portfolio Management

Copia Wealth Studios is a mobile-first platform for the modern wealth owner, providing their customers with the data needed whenever they need it. Custom and tailored lenses provide the correct detail for everyone: from the key decision-makers to those who only need to be kept in the loop.

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

2021

Owned by management
Key staff also have ownership
Clients are also owners
External investors (neither clients nor staff)

United States of America

Hong Kong
Switzerland
United Arab Emirates
United Kingdom
United States of America

Client

Focus

Investment & Financial Advisors (RIAs/IFAs)

Secondary focus

Individual wealth owners,
Single-family offices,
Multi-family offices,
Investment & Financial Advisors (RIAs/IFAs),
Banks

Individual wealth owners

Single-family offices
Multi-family offices
Independent financial advisors
Registered investment advisors
Fund managers
Banks

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

Consolidated reporting
Portfolio management
Data aggregation
Impact/ESG reporting

Machine Learning/AI 1st approach to Insights and Ingestion.

Bankable assets
Private equity
Real estate
Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
Venture Capital, Hedge Funds, Crypto Currency, Fixed Income & Bonds, Commodities & Natural Resources, Listed Equities & Bonds, Cash & Equivalents, Foreign Holdings

Technology

Type of software

SAAS

Integrations

Financial planning,
Custodians,
Risk,
Compliance

Mobile App

SaaS

All data is encrypted in transit and at rest.
AWS cloud with ability to leverage the tools for encryption and key management. None of the servers are accessible directly from the internet, we segregate them using VPCs and protect them using traffic analysis and firewall production provided by amazon and other vendors.
Infrastructure and access logs are centralized, archived and searchable so that we can analyze historical events if needed.
Tracking application performance and exceptions for awareness of any potential issues with our platform.
AWS and 3rd party products to analyze the configuration and test the security to ensure that there aren’t any issues.
Security configuration is based on well established patterns and has been globally battle tested.