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Auria vs Private Wealth Systems
Side-by-side comparison of Auria and Private Wealth Systems for family office teams — provider type, services, regions served, and related attributes drawn from each Simple directory listing.
Auria
Private Wealth Systems
Provider Type
Technology Providers
Technology Providers
Tagline
Simplify the complexities of wealth with a unified solution
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Founded
2012
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Location
United States of America
Australia
Verified
Verified
Not verified
Categories
Client PortalConsolidated ReportingCRMData AggregationPerformance ReportingPortfolio ManagementTrading
AccountingComplianceConsolidated ReportingData AggregationImpact & ESGPortfolio ManagementRisk Management
Services
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Target Segments
Fund managerMulti-family officeSingle-family office
Fund managerIndependent financial or investment advisorMulti-family officePrivate bankPrivate wealth ownerSingle-family office
Regions Served
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Client Types
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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
—Founded
—Location
AustraliaVerified
Not verifiedCategories
AccountingComplianceConsolidated ReportingData AggregationImpact & ESGPortfolio ManagementRisk Management
Services
—Target Segments
Fund managerIndependent financial or investment advisorMulti-family officePrivate bankPrivate wealth ownerSingle-family office
Regions Served
—Client Types
—Website
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