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About

Auria is a modern wealth-management platform built for ultra-high-net-worth families, single-family offices, multi-family offices, and their advisors. It unites essential capabilities, portfolio management, performance reporting, CRM, secure document management, data aggregation, and multi-entity view, into a single, seamless interface, enabling firms to consolidate asset data from public markets, private equity, real estate, art/collectibles, loans, and liabilities, then visualise a holistic β€œfamily view” across generations and entities. The platform’s β€œWealth Blueprint” tool maps complex ownership structures, trusts, and family-owned entities; its reporting engine supports bespoke reports and a configurable client portal; and its CRM and workflow features support notes, tasks, and interactions in one system. Designed to replace spreadsheet-based and fragmented tech stacks, Auria emphasises scalability, clarity, and consolidation of data sources.

About

Haletale is property management software for property managers operating portfolios of 50+ doors across single-family rentals, multi-family buildings, commercial properties, mixed-use buildings, student housing, coliving, and affordable housing. The platform automates rent collection, leases, maintenance, accounting, reporting, and tenant communication. Haletale serves property managers across Canada, the US, and parts of Europe with native support for Canadian payment rails (Interac e-Transfer, Zum EFT, Payload) and US rails (ACH, Stripe, Payload).

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Family offices, wealth-management firms and advisors wanting a solution to manage complex assets, entities and relationships in one system

Audience

Property management companies

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

$64 per month
Haletale starts at $265 for 100 units at their most popular growth plan.
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

Auria
United States
auriaplatform.com

Company Information

Haletale
Founded: 2022
Canada
haletale.com

Alternatives

Alternatives

MoneyWare

MoneyWare

Miles Software (EbixCash)
Story by J.P. Morgan

Story by J.P. Morgan

JPMorgan Chase
Asseta

Asseta

Asseta.ai

Categories

Wealth Management Supported

Categories

Rental Property Management Features

Credit Check Supported
Expense Management Supported
Online Payments Supported
Owner Portal Supported
Tax Management Supported
Tenant Management Supported
Tenant Portal Supported
Tenant Screening Supported
Vacancy Tracking Supported
Website Management Supported

Integrations

ACH Payments Not Supported
DocuSend Not Supported
QuickBooks Accountants Not Supported
Stripe Not Supported
Twilio Not Supported

Integrations

ACH Payments Supported
DocuSend Supported
QuickBooks Accountants Supported
Stripe Supported
Twilio Supported
Claim Auria and update features and information
Claim Auria and update features and information
Claim Haletale and update features and information
Claim Haletale and update features and information