Auria vs SS&C Family Office Services
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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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SS&C Family Office Services
Category
Consolidated Reporting
SS&C’s Family Office Services provides a comprehensive, customizable solution for back office operations including accounting, analytics, and reporting for single and multi-family offices. By leveraging SS&C’s solution, family offices can reduce cost and operational risk in every-day operations while enabling their staff to focus on higher-value activities. We deliver solutions to family offices for handling complex securities, sophisticated investment strategies, multi-tiered ownership structures, global investments, and increasing regulatory demands that characterize the market.
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Employees
- 100-500
Founded
- 2012
Locations
- Chicago
Top 5 Markets
- United States of America
Ownership
- Owned by management,
- Key staff also have ownership
- 500+
- $4.6 million
- 1986
-
- United States of America
- Windsor
- Hong Kong
- Dubai
- Singapore
- States of America
- United Kingdom
- Canada
- Ireland
- Hong Kong
- $2.6 trillion
- $1.2 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
- Single-family offices
- Individual wealth owners
- Multi-family offices
- 18,000
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
- Accounting
- Consolidated reporting
- Governance
- Portfolio management
- Data aggregation
- Fully integrated, multi-currency portfolio management
- Integrated reporting for multi-tiered ownership structures
- Bankable assets
- Private equity
- Real estate
- Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
-
Yes
Technology
Type of software
- SAAS
Integrations
- Financial planning,
- Custodians,
- Risk,
- Compliance
Mobile App
- Yes
- SaaS
- Serviced software
-
- Microsoft
- SAP
- Java
- Adobe
-
No