A single intelligence surface for the entire estate.
AURUM replaces fragmented spreadsheets, portals, and advisors with one coherent system — engineered to the standards institutions demand.
Everything the estate requires, in one place.
Unified data layer
Every asset, entity, and counterparty normalized into one canonical model — across jurisdictions, currencies, and structures.
Continuous monitoring
Valuation, exposure, liquidity, and covenant signals refreshed continuously and surfaced the moment they matter.
Verifiable provenance
Cryptographic Digital Asset Passports make title, compliance, and ESG portable and defensible with any counterparty.
Agentic advisory
Purpose-built AI agents reason over your live portfolio to model scenarios and draft board-ready briefings.
Multi-entity structure
Consolidate holding companies, trusts, and SPVs while preserving the boundaries that governance requires.
Institutional security
Role-based access, SSO, encryption at rest and in transit, and full audit trails — built for scrutiny.
Four layers, one coherent system.
Each layer is independently secured and auditable, yet composes into a single experience for principals and institutions alike.
Intelligence
Dashboards, scores, alerts, and AI advisory agents.
Passport
Verifiable per-asset dossiers of provenance & compliance.
Data
Canonical asset model normalizing all sources.
Trust
RBAC, audit, encryption, and residency controls.
Intelligence is not a report. It is a living surface you can act on, at any hour.
Request your intelligence assessment.
A confidential conversation about your estate, and a proposal shaped entirely around it.