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Average Ratings 0 Ratings
Description
Auria serves as a contemporary wealth-management solution tailored specifically for ultra-high-net-worth families, single-family offices, multi-family offices, and their financial advisors. By integrating crucial functionalities such as portfolio management, performance reporting, CRM, secure document storage, data aggregation, and a multi-entity perspective into a unified interface, it empowers organizations to aggregate asset information from public markets, private equity, real estate, art and collectibles, loans, and liabilities. This integration allows for a comprehensive βfamily viewβ that spans generations and various entities. The platform features a βWealth Blueprintβ tool that delineates intricate ownership structures, trusts, and family-owned companies, while its robust reporting engine allows for custom reports and a flexible client portal. Furthermore, Auriaβs CRM and workflow capabilities enable management of notes, tasks, and interactions all within one cohesive system. Aimed at replacing outdated spreadsheet methods and disjointed technological frameworks, Auria focuses on enhancing scalability, transparency, and the integration of diverse data sources, ultimately providing families with a clearer understanding of their wealth. Additionally, its user-friendly design ensures that even those unfamiliar with complex financial systems can navigate it effectively.
Description
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.
What Haletale does:
- Automated rent collection with auto-reconciliation, recurring invoices, on-time discounts, and Ontario Form N1βcompliant rent increases
- Lease management with custom templates, e-signatures, tenant portals, screening, and renewals
- Property accounting with deposits as liabilities, tenant credits, two-way QuickBooks sync, and branded owner reports
- End-to-end maintenance with vendor logins, photo uploads, and per-unit history
- Integrated AI that answers plain-English portfolio questions on rent, occupancy, maintenance, and owner financials
Who uses Haletale:
Property managers running 50+ doors β single-family portfolios, multi-family buildings, commercial and mixed-use properties, student housing, coliving, affordable housing, and mobile home and RV park operators across Canada and the US.
Why customers switch:
- 24-hour setup with full migration from Buildium, DoorLoop, AppFolio, Rent Manager, or Hemlane
- Real human support, not chatbots or ticket queues
- White-label deployment with custom domain and branding
- Rated 4.8β
on Capterra and GetApp
API Access
Has API
API Access
Has API
Integrations
ACH Payments
DocuSend
QuickBooks Accountants
Stripe
Twilio
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$64 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Auria
Country
United States
Website
auriaplatform.com
Vendor Details
Company Name
Haletale
Founded
2022
Country
Canada
Website
haletale.com
Product Features
Product Features
Rental Property Management
Credit Check
Expense Management
Online Payments
Owner Portal
Tax Management
Tenant Management
Tenant Portal
Tenant Screening
Vacancy Tracking
Website Management