Auria vs Etops

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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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Etops

Category
Consolidated Reporting

Etops offers outsourced services for all back-and mid-office tasks. The combination of electronic interfaces based on a unique machine-learning parser technology developed by Etops, which reads and processes bank statements and booking confirmations, ensures a high proportion of custodian bank coverage.

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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


  • 50-100


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  • 2010


  • Owned by management
  • External investors


  • Switzerland


  • Altendorf
  • Zurich
  • Bratislava
  • Lviv


  • Germany
  • Liechtenstein
  • Luxembourg
  • Switzerland
  • France


  • $68 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
  • Independent advisors
  • Fund managers
  • Banks


  • 70+

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


  • Consolidated Reporting
  • CRM
  • Compliance (e.g. AML, KYC, regulatory reporting)
  • Portfolio management
  • Trading (orders only)
  • Data aggregation
  • Risk management
  • Impact/ESG reporting


  • Consolidated reporting
  • Regulatory compliance
  • Comprehensive portfolio analytics
  • Risk management
  • Private equity & non-bankable reporting
  • Sustainability analytics & ESG reporting
  • Interactive dashboards
  • Attractive mobile apps
  • Workflow management
  • Ecosystem with intelligent marketplace
  • Compliance (MiFID II, GDPR, UCITS, AIFMD)


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


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  • Yes

Technology
Type of software

  • SAAS

Integrations

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

Mobile App

  • Yes


  • Serviced software
  • SAAS
  • Fully standalone


  • Encryption
  • Hosting in secure IT centers
  • Access control
  • 2-factor-authentication
  • Anonymization
  • User rights management


  • Microsoft


-


  • Yes (iOS & Android)