Aurum is an AI-powered family office that monitors your wealth 24/7, generates risk intelligence, and delivers the kind of portfolio insight that used to cost 1% of AUM.
Open Portfolio Sentinel →Traditional multi-family offices deliver exceptional service: 24/7 monitoring, proactive risk alerts, curated reporting, strategic allocation. But they charge 0.5-1.5% of assets under management, locking out anyone below R$10M. Aurum delivers the same intelligence through AI, making family office-grade wealth management accessible to every serious investor.
Robo-advisors follow rules. Aurum thinks, monitors, and acts.
Continuous monitoring of every position. Detects concentration risk, drawdowns, and correlation shifts before they become problems.
AI-generated risk reports that translate complex market conditions into clear, actionable insights. Daily briefings, weekly deep-dives.
Institutional-quality reporting delivered automatically. Performance attribution, benchmark comparisons, and forward-looking analysis.
Scans global markets, macro indicators, and central bank signals. Alerts you to opportunities and threats relevant to your portfolio.
Quantitative allocation recommendations grounded in modern portfolio theory, adapted in real-time to changing market regimes.
Handles client communications, answers portfolio questions, and schedules reviews. Your clients feel attended to, always.
Every family deserves a financial guardian that never sleeps, never guesses, and never stops optimizing. That's Aurum.
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