Tower

Tower

TechRules
Auria Tower

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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.
Tower:

About

Tower is the TechRules leading financial software solution for wealth management. It is the answer to obtain a complete life cycle in advisory and open a new communication channel with the clients. Investment proposals, reporting and portfolio management, amongst other services, will be substantially improved with our innovative solution. Our tools empower advisors to get a whole picture of their clients and align with their strategy. This perspective reinforces the relationship between professionals of the financial industry and client bringing confidence and retaining them. TechRules staff is a highly expert group of people will deep knowledge in the fintech branch. They will assess our clients in their different needs in order to implement Tower in the real dimension for your entity. From the full software to some modules, Tower is the financial software solution for a demanding client that asks for high-level financial services.
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
Tower:

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
Tower:

Audience

Organizations looking for an advanced Wealth Management solution
Auria:

Support

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

Support

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

API

Offers API Not Supported
Tower:

API

Offers API Not Supported
Auria:

Screenshots and Videos

Tower:

Screenshots and Videos

Auria:

Pricing

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

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

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

Review this Software
Tower:

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
Tower:

Training

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

Company Information

Auria
United States
auriaplatform.com
Tower:

Company Information

TechRules
Founded: 1999
Spain
www.techrules.com/financial-software-tower/
Auria:

Alternatives

Tower:

Alternatives

Summit

Summit

Summit Wealth Systems
Auria:
MoneyWare

MoneyWare

Miles Software (EbixCash)
Tower:
PriceMetrix

PriceMetrix

McKinsey & Company
Auria:
Asseta

Asseta

Asseta.ai
Tower:
MoneyWare

MoneyWare

Miles Software (EbixCash)
Auria:
Tower:
Auria:
Tower:
Auria:

Categories

Wealth Management Supported
Tower:

Categories

Tower:

Investment Management Features

Accounting Management Not Supported
Benchmarking Supported
Bonds / Stocks Supported
Client Management Supported
Commodities Not Supported
Compliance Reporting Supported
Data Import / Export Supported
For Investment Advisors Supported
For Investors & Traders Supported
Fund Management Supported
Modeling & Simulation Supported
Payroll & Commissions Not Supported
Performance Metrics Not Supported
Portfolio Management Supported
Risk Management Supported
Auria:

Integrations

No info available.
Tower:

Integrations

No info available.
Auria:
Claim Auria and update features and information
Claim Auria and update features and information
Tower:
Claim Tower and update features and information
Claim Tower and update features and information