Auria vs Private Wealth Systems
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.
Read moreCategory
USA-based Private Wealth Systems provides the digital infrastructure that powers modern family offices across the world. The platform is able to support even the most complex nested ownership structure through its capturing, correcting, calculating and presenting of actionable information across asset classes and currencies.
Read moreCompany
Employees
- 100-500
Founded
- 2012
Locations
- Chicago
Top 5 Markets
- United States of America
Ownership
- Owned by management,
- Key staff also have ownership
Client
Focus
- Investment & Financial Advisors (RIAs/IFAs)
Secondary focus
- Individual wealth owners,
- Single-family offices,
- Multi-family offices,
- Investment & Financial Advisors (RIAs/IFAs),
- 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
- Yes
Technology
Type of software
- SAAS
Integrations
- Financial planning,
- Custodians,
- Risk,
- Compliance
Mobile App
- Yes