DoLand vs Auria
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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.
Read moreCompany
Employees
- 0-10
Founded
- 2017
Top 5 Markets
- Denmark,
- Luxembourg,
- Sweden,
- Netherlands,
- Switzerland
Ownership
- Key staff also have ownership,
- External investors (neither clients nor staff)
- 100-500
- 2012
- Chicago
- United States of America
- Owned by management,
- Key staff also have ownership
Client
Focus
- Multi-family offices
Secondary focus
- Individual wealth owners,
- Single-family offices,
- Multi-family offices,
- Investment & Financial Advisors (RIAs/IFAs), Fund managers,
- Banks,
- Endowments,
- Foundations,
- Funds of funds
- Investment & Financial Advisors (RIAs/IFAs)
- Individual wealth owners,
- Single-family offices,
- Multi-family offices,
- Investment & Financial Advisors (RIAs/IFAs),
- Banks
Product
Main Tasks
- Data Aggregation,
- Impact & ESG,
- Portfolio & Cost Analysis
Top features
- Ability to Whitelabel,
- Custom Reports,
- Sustainability,
- Transparency
Assets supported
- Cash & Equivalents,
- Developed Markets,
- Developing Markets,
- Equities,
- Fixed Income,
- Private Equity Funds,
- Private Equity & Direct Investments
Whitelabel
- Yes
- Consolidated Reporting,
- CRM,
- Data Aggregation,
- Portfolio Management,
- Trading
- Ability to Whitelabel,
- Custom Reports,
- Full Multi-Currency Support,
- Mobile App
- 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
- Yes
Technology
Type Of Software
- SAAS
Integrations
- Exchange of data and impact reporting elements via APIs.
Mobile App
- No
- SAAS
- Financial planning,
- Custodians,
- Risk,
- Compliance
- Yes