Etops Group AG vs Auria
You are looking for alternatives to Etops Group AG. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.
Etops
Category
Advisors
Etops offers an AI-powered wealth management platform designed specifically for family offices to consolidate all asset classes and simplify complex wealth structures, deliver actionable insights, and automate compliance, enabling family offices to increase operational efficiency and return their focus to their clients.
Read more
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
- 100-500
Founded
- 2010
Locations
- Cham, Switzerland
- Sonneberg, Germany
- Bratislava, Slovakia
- Görlitz, Germany
- Freiburg, Germany
- Munich, Germany
- Stadtbredimus, Luxembourg
- Tbilisi, Georgia
Top 5 Markets
- Switzerland,
- Germany,
- Austria,
- Luxembourg,
- United Kingdom,
- France,
- Belgium,
- Netherlands
Total AUM
- We do not manage AuM, but we have >USD 400bn on our platform
Ownership
- Key staff also have ownership,
- Owned by a larger corporation,
- Owned by management
- 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,
- Pensions,
- Endowments,
- Foundations,
- Funds of funds,
- Software and technology providers,
- Other
- 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,
- Advisors,
- Asset Managers,
- Compliance,
- Data,
- Consolidated Reporting,
- Portfolio Management,
- Technology Provider,
- Risk Management,
- Private Bank,
- Portfolio & Cost Analysis,
- Trading,
- CRM
Top features
- Custom Reports,
- Full Multi-Currency Support,
- Transparency,
- Proven Agility,
- Custom Development Service,
- Other Services,
- Digital Excellence
Assets supported
- Art & Collectables,
- Bankable or Financial Assets & Funds,
- Cash & Equivalents,
- Real Estate,
- Private Equity,
- Alternatives,
- Commodities,
- Developed Markets,
- Developing Markets,
- Direct Private Equity,
- Foreign Exchange,
- Equities,
- Gold & Precious Metals,
- Hedge Funds,
- Private Equity Funds,
- Cryptocurrency,
- Digital Assets & Crypto Currency,
- Insurance,
- Lifestyle Assets & Rare Collectables,
- Fixed Income,
- Private Debt,
- Private Equity & Direct Investments,
- Real Estate,
- Residential,
- Venture Capital
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
- CRM systems (via API, including contact reports and relationship mapping)
- Trading and rebalancing through our OMS with FIX connectivity
- Market data integration LSEG, SIX and Mountain view
- Product extensions via hyperapp approach (e.g. MIS Dashboards, PEP checks, behavioural profiling)
- SAAS
- Serviced software
Mobile App
- No
- SAAS
- Financial planning,
- Custodians,
- Risk,
- Compliance
- Yes