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ease
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design
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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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 β€œfamily view” that spans generations and various entities. The platform features a β€œWealth Blueprint” 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, Auria’s 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 Aimed at replacing outdated spreadsheet methods and disjointed technological frameworks, Auria focuses on enhancing scalability, transparency, and the integration of diverse data sources,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 N1–compliant 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

Screenshots View All

Screenshots View All

Integrations

ACH Payments
DocuSend
QuickBooks Accountants
Stripe
Twilio

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

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