Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Sage Intacct Reviews & Ratings
    8,791 Ratings
    Company Website
  • Dynamo Software Reviews & Ratings
    71 Ratings
    Company Website
  • SBS Asset Finance Reviews & Ratings
    3 Ratings
    Company Website
  • SBS Banking Platform Reviews & Ratings
    29 Ratings
  • Nexo Reviews & Ratings
    18,780 Ratings
    Company Website
  • Mortgage Automator Reviews & Ratings
    198 Ratings
    Company Website
  • Sumsub Reviews & Ratings
    235 Ratings
    Company Website
  • Xero Reviews & Ratings
    6,132 Ratings
    Company Website
  • GroupTogether Reviews & Ratings
    4,782 Ratings
    Company Website
  • SAP S/4HANA Cloud Public Edition Reviews & Ratings
    4,608 Ratings
    Company Website

What is Etops?

Etops propels the digital evolution of the financial industry with a suite of solutions specifically designed for private banks, asset and wealth management companies, family offices, and pension funds. Our extensive range of services covers the entire value chain, catering to diverse requirements such as lead generation, customer relationship management, onboarding, portfolio management, compliance, and comprehensive reporting, thereby guaranteeing that all facets of financial operations are harmoniously integrated and enhanced for optimal performance. Additionally, we prioritize user experience, ensuring that our clients can navigate the complexities of the financial landscape with ease and confidence.

What is Auria?

Auria is a modern wealth-management platform designed for ultra-high-net-worth families, single-family offices, multi-family offices, and their financial advisors. By combining essential features such as portfolio management, performance tracking, client relationship management (CRM), secure document storage, data aggregation, and a multi-entity overview into one cohesive interface, it allows organizations to consolidate asset information from various sources, including public markets, private equity, real estate, art, collectibles, loans, and liabilities. This functionality creates a comprehensive "family view" that transcends generations and multiple entities. The platform includes a "Wealth Blueprint" feature that maps out complex ownership structures, trusts, and family businesses, while its advanced reporting engine supports tailored reports and a versatile client portal. Additionally, Auria's CRM and workflow tools facilitate the management of notes, tasks, and interactions within a single system. Aiming to replace outdated spreadsheet methods and fragmented technological systems, Auria is dedicated to improving scalability, transparency, and the integration of diverse data sources, ultimately giving families a more profound insight into their wealth. Furthermore, the platform's intuitive design ensures accessibility for users with varying levels of familiarity with sophisticated financial systems, making it a practical choice for managing family wealth effectively. This approach not only streamlines financial management but also fosters an environment where families can collaboratively engage in wealth planning.

Media

No images available

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Not specified

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Etops AG

Company Location

Switzerland

Company Website

www.etops.com

Company Facts

Organization Name

Auria

Company Location

United States

Company Website

auriaplatform.com

Categories and Features

Family Office

Not specified

Wealth Management

Not specified

Categories and Features

Wealth Management

Not specified

Popular Alternatives

Popular Alternatives

Fusion Invest Reviews & Ratings

Fusion Invest

Finastra
MoneyWare Reviews & Ratings

MoneyWare

Miles Software (EbixCash)
Asseta Reviews & Ratings

Asseta

Asseta.ai