Auria vs Assure Wealth

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.
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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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Assure Wealth

Assure Wealth

Category
Data Aggregation

Denmark based, Assure Wealth is your assurance that the same parameters for calculating your wealth's Returns and Risks are being used for all wealth managers and portfolios.

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Company
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


  • $2.5 million


  • 2014


  • Key staff also have ownership
  • Clients are also owners


  • Denmark


  • Nivå


  • Denmark
  • Norway
  • Sweden
  • Switzerland
  • United Kingdom


  • $20 billion


  • $160 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


  • Individual wealth owners


  • Single-family offices
  • Multi-family offices


  • 50 UHNWI
  • 3 SFO
  • 10 foundations

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
  • Data aggregation
  • Risk management
  • Impact/ESG reporting


  • Overview
  • Flexible wealth reports
  • Independence
  • Full risk picture
  • Follow-up on performance
  • Integration to accounting systems


  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectibles (e.g. luxury cars, boats, high-value jewelry)


  • GDPR


  • Yes

Technology
Type of software

  • SAAS

Integrations

  • Financial planning,
  • Custodians,
  • Risk,
  • Compliance

Mobile App

  • Yes


  • Serviced software


  • Two-factor login
  • Secure emails


  • VITEC


  • Accounting systems
  • DW-solutions


  • Yes