Auria vs Ethic

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.

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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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Ethic

Category

Impact & ESG

Ethic is working toward a future where all investing is sustainable investing. Ethic works with families and wealth advisors to create custom equity portfolios that can be tailored to unique values, tax preferences, and financial goals.

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Company

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

< $50 million

2015

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

United States of America

New York City

–

As of July 2022: $2 billion

–

Client

Focus

Investment & Financial Advisors (RIAs/IFAs)

Secondary focus

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

Investment & Financial Advisors (RIA / IFAs)

Individual wealth owners
Single family offices
Multi-family offices

109 RIAs
12 single family offices
7 multi-family offices
6 institutional consultants

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
Asset Management
Portfolio Management
Impact reporting & ESG Management
Education & Training

Sustainability research and resources
Sustainability diagnostic on existing assets
Tax optimisation and harvesting

Bankable or Financial Assets & Funds

-

Yes

Technology

Type of software

SAAS

Integrations

Financial planning,
Custodians,
Risk,
Compliance

Mobile App

Yes

SaaS

–

Java

Software integrations can be discussed on a case-by-case basis.

No