Auria vs Landytech

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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landytech

Landytech

Category
Portfolio Management

Landytech is a financial technology company empowering family offices to make informed investment decisions on a single version of the truth. Its solution, Sesame, is the investment reporting platform that brings clarity to complex wealth.

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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


  • 101 -150


–


  • 2018


  • Owned by management
  • External investors


  • United Kingdom


  • London
  • Paris


  • United Kingdom
  • France
  • Switzerland
  • Channel Islands (Jersey, Guernsey)
  • Germany


  • $100 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


  • Multi-family offices
  • Fund managers


  • 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


  • Accounting
  • Bookkeeping
  • Cash Flow Management
  • Data Consolidation
  • Private Asset Reporting
  • Look-through Ownership Structures
  • Document Management
  • Portfolio Analysis


  • Ability to whitelabel
  • Custom reports
  • Full multi-Currency support


  • Bankable or financial assets & funds
  • Foreign exchange
  • Lifestyle assets & rare collectibles
  • Private equity & direct investments
  • Real Estate


–


  • Yes

Technology
Type of software

  • SAAS

Integrations

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

Mobile App

  • Yes


  • SAAS
  • Serviced software


–


–


  • Reporting systems
  • Ledger systems
  • Administrative systems
  • ERP
  • Portfolio management systems


  • No