Consolidate investments across 12+ custodian banks into one intelligent platform. Automated reports, institutional-grade returns, and AI-powered insights — built for family offices.
Purpose-built for multi-family offices managing complex, multi-custodian portfolios.
Aggregate portfolios across 12+ custodian banks into a single unified view.
Generate weekly investment reports, bond analysis, and tax loss harvesting automatically.
Institutional-grade time-weighted return calculations with full cash flow adjustments.
Ask questions about your portfolio in natural language and get instant analysis.
Track performance, allocation, and key metrics at a glance with live updates.
Role-based access controls, encrypted data storage, and comprehensive audit trails.
From raw bank data to actionable intelligence in minutes.
Import portfolio data from any custodian bank. Our system recognizes 12+ bank formats automatically.
Data is validated, normalized, and consolidated. Positions, transactions, and metrics are calculated instantly.
Access unified dashboards, generate reports, and gain AI-powered insights across your entire portfolio.
Join family offices that trust Aurum for institutional-grade portfolio management and reporting.
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