Now with AI Portfolio Intelligence — v2.4 Released

Financial Intelligence,
Refined to Perfection.

Aurum is the platform of choice for wealth managers, family offices, and institutional investors who refuse to compromise on insight quality or aesthetic precision.

Trusted by leading institutions
Meridian Capital Vantage AM Crest Family Office Atlas Partners Solaris Wealth
app.aurum.io/dashboard/portfolio
Overview
Portfolio
Analytics
Positions
Risk Monitor
Intelligence
AI Insights
Reports
Alerts
Account
Settings
Portfolio Overview
Live · UTC+4 Q2 2025
Total AUM
$84.2M
↑ 12.4% YTD
Sharpe Ratio
2.14
↑ 0.3 vs Benchmark
Max Drawdown
−4.8%
↓ Risk improving
Monthly Alpha
+3.2%
↑ vs S&P 500
Portfolio Performance — 12 Months
Asset Allocation
Equities39%
Fixed Income25%
Alternatives17%
Cash & Other19%
$12B
Assets Monitored
Across all client portfolios
340+
Institutions
Family offices & wealth managers
99.9%
Uptime SLA
Enterprise-grade reliability
2.4ms
Avg Response
Real-time data latency

Built for those who
demand more.

Every feature is designed with institutional-grade precision — no compromises on data quality, speed, or presentation.

AI Portfolio Intelligence
Our proprietary AI engine analyzes your entire portfolio in real-time, surfacing hidden correlations, tail risks, and alpha opportunities that traditional tools miss. Trained on 40 years of market data.
Flagship Feature
Risk Attribution
Decompose portfolio risk across factors, sectors, and geographies with institutional precision. Stress test against historical scenarios.
Risk Management
White-Label Reports
Generate pitch-perfect client reports in seconds. PDF, interactive web, or presentation-ready slides — all branded to your firm.
Client Ready
Multi-Custodian Sync
Connect to 200+ custodians and prime brokers worldwide. Unified view, zero manual data entry, sub-second refresh.
Integration
Regulatory Compliance
Built-in MiFID II, SEC, and FATCA reporting. Stay compliant without the operational overhead. Audit trails included.
Compliance

Up and running in
under 24 hours.

I
Connect Your Data
Link your custodians, prime brokers, and data providers via our secure API or direct integrations. No engineers required.
II
Configure Your View
Set your benchmarks, risk parameters, reporting preferences, and branding. Your platform, your rules.
III
Intelligence Activates
Our AI ingests your historical and live data, builds your risk model, and begins surfacing actionable insights immediately.
IV
Impress Your Clients
Deliver elegant, data-rich reports and dashboards that position your firm as the most sophisticated in the room.

What the world's best
allocators say.

"

Aurum replaced three separate platforms and gave us a single view that's more powerful than all of them combined. The AI attribution alone saves my team 12 hours a week.

JR
James Rutherford
CIO, Vantage Asset Management
$4.2B AUM
"

The white-label reports transformed how we present to our principals. They genuinely ask how we produce such beautiful documentation. Aurum is our competitive edge.

SA
Soraya Al-Khalid
MD, Crest Family Office
Dubai
"

We evaluated six platforms. Aurum was the only one that felt like it was built for people who take financial data seriously. The depth of the risk tooling is extraordinary.

MH
Marcus Holloway
Head of Quant, Atlas Partners
London

Transparent.
Scalable. Fair.

Monthly
Annual  Save 20%
Growth
$399
per month · billed annually
  • Up to $100M AUM monitored
  • 5 user seats
  • 10 custodian connections
  • AI Portfolio Insights (Basic)
  • Standard report templates
  • White-label branding
  • API access
  • Dedicated account manager
Start Free Trial
Institutional
Custom
Tailored to your scale
  • Unlimited AUM
  • Unlimited user seats
  • Unlimited custodians
  • AI Intelligence + Custom Models
  • Fully white-labeled platform
  • White-label branding
  • Full API + Webhooks
  • Dedicated account manager
Contact Sales

Your edge begins
today.

Join 340+ institutions who've made Aurum the intelligence layer of their investment operation. 14-day free trial. No credit card required.

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