Auria vs Venn by Two Sigma
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.
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Venn by Two Sigma
Category
Portfolio Management
Venn applies Two Sigma’s expertise in research, data science and technology to modernize the analytics experience and help institutional investors embrace a quantitative approach to multi-asset portfolio risk and investment decision making.
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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
11-50
–
2017
Owned by a larger corporation
- United States of America
- New York City
- United States of America
- United Kingdom
- Hong Kong
$10 trillion
–
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)
- Single family offices
- Multi-family offices
- Investment & Financial Advisors (RIAs/IFAs)
- Asset Managers
- Brokers/Broker-Dealers
- Wealth Managers
Venn has hundreds of clients of all sizes
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
- Portfolio management & reporting
- Transparency
- Ability to Whitelabel
- Custom Reports
- Bankable or Financial Assets & Funds
- Foreign Exchange
- Private Equity & Direct Investments
- Real Estate
–
Yes
Technology
Type of software
- SAAS
Integrations
- Financial planning,
- Custodians,
- Risk,
- Compliance
Mobile App
- Yes
SaaS
–
–
–
No