Auria vs FA Solutions

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

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.

FA Solutions

Portfolio Management

FA Solutions is a product company offering FA Platform, a single cloud-based platform for running asset & investment management business with secure access to data globally.

Employees

100-500

Founded

2012

Locations

Chicago

Top 5 Markets

United States of America

Ownership

Owned by management,
Key staff also have ownership

The company was founded in 1999, and since then they have successfully expanded its offices in 5 countries and a worldwide client base of more than 70 customers. This includes highly regulated markets in Asia, Europe, Africa, North America, and the Middle East.

The company is led by Juha Lehtonen, Founder & CEO.

Client

Focus

Investment & Financial Advisors (RIAs/IFAs)

Secondary focus

Individual wealth owners,
Single-family offices,
Multi-family offices,
Investment & Financial Advisors (RIAs/IFAs),
Banks

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