Auria vs Hemonto

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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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Hemonto,family office software, portfolio management software, consolidated reporting software

Hemonto

Category
Consolidated Reporting

Denmark-based Hemonto, delivers state-of-the-art consolidated financial reporting through their platform and their permanent team of experts. They ensure that data accuracy and services can be tailored to customized reporting needs without compromising data integrity, enabling real-time and verifiable data to be the basis for financial decisions.

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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


-


  • 2006


  • Owned by management
  • Clients are also owners


  • Denmark


  • Aarhus
  • Copenhagen
  • Oslo


  • Denmark
  • Germany
  • Norway
  • Switzerland
  • United Kingdom


-


  • $30 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- and multi-family offices


  • Individual wealth owners
  • Financial advisors
  • Banks


  • 100+

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
  • Governance
  • Portfolio management
  • Data aggregation
  • Risk management
  • Impact/ESG reporting
  • Data management
  • Bespoke reporting
  • Cost controlling
  • Benchmarking
  • Dataset as a service


  • Consolidated performance reporting
  • Accounting and administration
  • Consolidated risk and exposure reporting
  • Bespoke consolidated reporting
  • Private equity reporting
  • ESG screening
  • Costs analysis
  • Extended monitoring of costs and compliance
  • Dynamic customer portal with business-intelligence tools
  • Hemonto App


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


  • MiFID II
  • GDPR


  • Yes

Technology
Type of software

  • SAAS

Integrations

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

Mobile App

  • Yes


  • SaaS
  • Serviced Software


  • Azure multi-factor authentication
  • ISAE 3402-II control report can be forwarded on request


  • Microsoft


  • Office 365 Security integration
  • Integration to ERP systems
  • Microsoft Power
  • BIExcel


  • Yes