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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 “family view” across generations and entities. The platform’s “Wealth 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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

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
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$64 per month
Free Version
Free Trial

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Auria
United States
auriaplatform.com

Company Information

Haletale
Founded: 2022
Canada
haletale.com

Alternatives

Alternatives

Story by J.P. Morgan

Story by J.P. Morgan

JPMorgan Chase
MoneyWare

MoneyWare

Miles Software (EbixCash)
Asseta

Asseta

Asseta.ai

Categories

Categories

Rental Property Management Features

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

Integrations

ACH Payments
DocuSend
QuickBooks Accountants
Stripe
Twilio

Integrations

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