Auria vs Northern Trust Family Office Technology

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.

Northern Trust Family Office Technology

Consolidated Reporting

Northern Trust is a global financial institution that provides asset servicing, investment management and wealth management services for institutions, high-net-worth individuals and families or their family offices.

Employees

100-500

Founded

2012

Locations

Chicago

Top 5 Markets

United States of America

Ownership

Owned by management,
Key staff also have ownership

100-500 (in GFO’s division)

$6.1 billion ($286.3 million – GFO’s trust fees)

1889

United States of America

Chicago
London
Guernsey
Luxembourg
Abu Dhabi

$114 billion (Northern Trust’s GFO)

$900 million (median $350 million)

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

Individual wealth owners

Approx. 500 GFO clients

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
Accounting
Governance
Compliance
Trading
Data aggregation
Risk management
Impact/ESG reporting

Holistic, aggregated single source of data
Automated cash & trade transaction tools
Comprehensive user report library
Ad-hoc custom reporting
Easily-accessible mobile platform
Dedicated client service team
Integrated partnership accounting & general ledger
Security & integrity of your data

All marketable and non-marketable assets
Bankable assets
Private equity
Real estate
Rare collectibles (e.g. luxury cars, boats, high-value jewellery)

MiFID II
GDPR
AIFMD
UCITS

Technology

Type of software

SAAS

Integrations

Financial planning,
Custodians,
Risk,
Compliance

Mobile App

Serviced software

Multi-factor authentication
Anti-fraud programs & IT security team
Three-tiered network architecture with redundant firewalls and DMZ layer
Network intrusion detections systems.
Regular network- and application-level penetration tests
Anti-virus practices at network, app and database levels
Several limits to employees’ ability to see and manage client data
Dedicated fraud prevention and investigations unit

Linux
Java

We interact with a variety of external vended software and send data (once authorized by the client) daily. Existing connectivity can be confirmed on request.