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Auria vs MSCI
You are looking for alternatives to Auria. Here you can compare the best Client Portal and other family office technologies based on our annual benchmark and comparison surveys. This page provides a side-by-side comparison of Auria and MSCI.
Auria
MSCI
Provider Type
Technology Providers
Technology Providers
Tagline
Simplify the complexities of wealth with a unified solution
Total Plan Manager
Founded
2012
1998
Location
United States of America
United States of America
Verified
Verified
Verified
Categories
Client PortalConsolidated ReportingCRMData AggregationPerformance ReportingPortfolio ManagementTrading
Data Integration & TransparencyPortfolio Management & AnalyticsPrivate MarketsReporting AutomationTotal Portfolio View
Services
—
Data AggregationPortfolio AnalyticsBenchmarkingForecastingIndexingAnalyticsSustainability and ClimateReal AssetsPrivate Capital SolutionsClient Reporting
Target Segments
Fund managerMulti-family officeSingle-family office
Multi-family officePrivate wealth ownerSingle-family officePrivate wealth ownerIndependent financial or investment advisorFund managersCustodiansBanksPensionsEndowmentsFoundationsFunds of funds
Regions Served
—
North AmericaEurope - WesternEurope - EasternAsia - South EastMiddle EastLatin AmericaGlobal
Client Types
—
Independent financial or investment advisorFund managersCustodiansBanksPensionsEndowmentsFoundationsFunds of funds
Provider Type
Technology ProvidersTagline
Simplify the complexities of wealth with a unified solutionFounded
2012Location
United States of AmericaVerified
VerifiedCategories
Client PortalConsolidated ReportingCRMData AggregationPerformance ReportingPortfolio ManagementTrading
Services
—Target Segments
Fund managerMulti-family officeSingle-family office
Regions Served
—Client Types
—Website
Visit WebsiteProvider Type
Technology ProvidersTagline
Total Plan ManagerFounded
1998Location
United States of AmericaVerified
VerifiedCategories
Data Integration & TransparencyPortfolio Management & AnalyticsPrivate MarketsReporting AutomationTotal Portfolio View
Services
Data AggregationPortfolio AnalyticsBenchmarkingForecastingIndexingAnalyticsSustainability and ClimateReal AssetsPrivate Capital SolutionsClient Reporting
Target Segments
Multi-family officePrivate wealth ownerSingle-family officePrivate wealth ownerIndependent financial or investment advisorFund managersCustodiansBanksPensionsEndowmentsFoundationsFunds of funds
Regions Served
North AmericaEurope - WesternEurope - EasternAsia - South EastMiddle EastLatin AmericaGlobal
Client Types
Independent financial or investment advisorFund managersCustodiansBanksPensionsEndowmentsFoundationsFunds of funds
Website
Visit WebsiteLooking at other providers?
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