Auria MSCI Wealth Manager

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Auria:

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.
MSCI Wealth Manager:

About

MSCI Wealth Manager is portfolio analytics and portfolio management software for wealth management firms and financial advisors serving high-net-worth and ultra-high-net-worth clients. It helps investment teams construct, analyze, monitor, and explain client portfolios across public and private assets. Features include risk, factor, and scenario analysis; model portfolio management; drift and exposure monitoring; tax-aware optimization; portfolio proposals and reporting; and tools to review prospective client portfolios. Firms can apply their investment models and house views while personalizing portfolios for client goals and constraints. MSCI Wealth Manager integrates with wealth reporting and advisory platforms, including Addepar, Orion, Tamarac, and Black Diamond, and offers API-based connections for portfolio and client data workflows.
Auria:

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
MSCI Wealth Manager:

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
Auria:

Audience

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

Audience

Wealth management firms, financial advisors, and investment teams managing client portfolios, including high-net-worth and ultra-high-net-worth portfolios.
Auria:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
MSCI Wealth Manager:

Support

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

API

Offers API Not Supported
MSCI Wealth Manager:

API

Offers API Supported
Auria:

Screenshots and Videos

MSCI Wealth Manager:

Screenshots and Videos

Auria:

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported
MSCI Wealth Manager:

Pricing

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

Reviews/Ratings

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

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MSCI Wealth Manager:

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
Auria:

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported
MSCI Wealth Manager:

Training

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

Company Information

Auria
United States
auriaplatform.com
MSCI Wealth Manager:

Company Information

MSCI
Founded: 1998
United States
www.msci.com/data-and-analytics/wealth-management/msci-wealth-manager
Auria:

Alternatives

MSCI Wealth Manager:

Alternatives

Auria:
MSCI Wealth Manager:
MoneyWare

MoneyWare

Miles Software (EbixCash)
Auria:
MoneyWare

MoneyWare

Miles Software (EbixCash)
MSCI Wealth Manager:
WealthERP

WealthERP

Ampsys Consulting Pvt Ltd.
Auria:
Asseta

Asseta

Asseta.ai
MSCI Wealth Manager:
Auria:
MSCI Wealth Manager:
Auria:

Categories

Wealth Management Supported
MSCI Wealth Manager:

Categories

Wealth Management Supported
Auria:

Integrations

Addepar Not Supported
Black Diamond Wealth Platform Not Supported
Envestnet | Tamarac Not Supported
MSCI Not Supported
Orion Not Supported
MSCI Wealth Manager:

Integrations

Addepar Supported
Black Diamond Wealth Platform Supported
Envestnet | Tamarac Supported
MSCI Supported
Orion Supported
Auria:
Claim Auria and update features and information
Claim Auria and update features and information
MSCI Wealth Manager:
Claim MSCI Wealth Manager and update features and information
Claim MSCI Wealth Manager and update features and information