Auria vs STP Investment Services

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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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stp-investment-services-logo

STP Investment Services

Category
Technology provider

USA based, STP Investment Services, offers a platform that provides portfolio management and accounting, robust reporting, client billing, client portal, CRM integration and other features. Our clients include single and multi-family offices, traditional wealth advisory firms and money managers. We excel in meeting the needs of anyone serving high net worth clients.

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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


  • 100-500


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  • 2008


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  • Bangalore, India
  • Pennsylvania, USA
  • West Chester, USA


  • United States of America


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  • Key staff have ownership,
  • External investors (neither clients nor staff)

Client
Focus

  • Investment & Financial Advisors (RIAs/IFAs)

Secondary focus

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


  • Multi-family offices


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


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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
  • Data Aggregation
  • Portfolio & Cost Analysis
  • Portfolio Management
  • Intra-Family Loans
  • After-tax performance reporting


  • Ability to White-label
  • Custom Development Service
  • Custom Reports
  • Full Multi-Currency Support


  • Alternatives
  • Art & Collectibles
  • Bankable or Financial Assets & Funds
  • Cash & Equivalents Commercial
  • Commodities
  • Cryptocurrency
  • Developed Markets
  • Developing Markets
  • Digital Assets & Crypto Currency
  • Direct Private Equity
  • Equities
  • Fixed Income
  • Foreign Exchange
  • Gold & Precious Metals
  • Hedge Funds
  • Infrastructure
  • Insurance
  • Lifestyle Assets & Rare Collectibles
  • Music Royalty
  • Private Debt
  • Private Equity
  • Private Equity & Direct Investments
  • Private Equity Funds
  • Real Estate
  • REITS
  • Residential
  • Venture Capital
  • Warehousing & Industrial


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  • Yes

Technology
Type of software

  • SAAS

Integrations

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

Mobile App

  • Yes


  • SAAS,
  • Serviced software


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  • Salesforce,
  • Microsoft Dynamics,
  • Canoe


  • Yes


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