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Archway vs Auria
Side-by-side comparison of Archway and Auria for family office teams — provider type, services, regions served, and related attributes drawn from each Simple directory listing.
Archway
Auria
Provider Type
Technology Providers
Technology Providers
Tagline
The leading software and services solution for managing complex wealth operations.
Simplify the complexities of wealth with a unified solution
Founded
2002
2012
Location
United States of America
United States of America
Verified
Verified
Verified
Categories
AccountingGeneral LedgerPortfolio AccountingPartnership AccountingInvestment AccountingFamily Office SoftwareData AggregationReportingClient PortalWorkflow AutomationBill PayExpense ManagementFund AdministrationAlternative Investment ManagementTechnology Provider
Client PortalConsolidated ReportingCRMData AggregationPerformance ReportingPortfolio ManagementTrading
Services
Consolidated ReportingPortfolio ManagementWealth ManagementFamily Office Accounting ServicesPartnership AccountingInvestment AccountingBill Pay AdministrationFund AccountingReporting SupportOperational OutsourcingAccounting Process Optimization
—
Target Segments
Single Family OfficesMulti-Family OfficesWealth Management FirmsRegistered Investment AdvisorsPrivate BanksTrust CompaniesAlternative Asset ManagersFamily FoundationsUltra-High-Net-Worth Families
Fund managerMulti-family officeSingle-family office
Regions Served
North America
—
Client Types
Private Investment OfficeFamily FoundationUHNW IndividualsInstitutionalSFOMFO
—
Provider Type
Technology ProvidersTagline
The leading software and services solution for managing complex wealth operations.Founded
2002Location
United States of AmericaVerified
VerifiedCategories
AccountingGeneral LedgerPortfolio AccountingPartnership AccountingInvestment AccountingFamily Office SoftwareData AggregationReportingClient PortalWorkflow AutomationBill PayExpense ManagementFund AdministrationAlternative Investment ManagementTechnology Provider
Services
Consolidated ReportingPortfolio ManagementWealth ManagementFamily Office Accounting ServicesPartnership AccountingInvestment AccountingBill Pay AdministrationFund AccountingReporting SupportOperational OutsourcingAccounting Process Optimization
Target Segments
Single Family OfficesMulti-Family OfficesWealth Management FirmsRegistered Investment AdvisorsPrivate BanksTrust CompaniesAlternative Asset ManagersFamily FoundationsUltra-High-Net-Worth Families
Regions Served
North America
Client Types
Private Investment OfficeFamily FoundationUHNW IndividualsInstitutionalSFOMFO
Website
Visit WebsiteProvider Type
Technology ProvidersTagline
Simplify the complexities of wealth with a unified solutionFounded
2012Location
United States of AmericaVerified
VerifiedCategories
Client PortalConsolidated ReportingCRMData AggregationPerformance ReportingPortfolio ManagementTrading
Services
—Target Segments
Fund managerMulti-family officeSingle-family office
Regions Served
—Client Types
—Website
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