- System
- Finance control
- Status
- Live
- Built and run
- In our own group of companies
The challenge
Families with money spread across many fund managers, properties and companies have no single net worth they can trust. Analysts spend days on monthly reports that still don't match, and risks and tax-saving chances are noticed late.
What we built
One correct net worth, used everywhere. The monthly report is designed to build itself, risks and tax-saving chances are flagged early, and every decision is saved with its reason.
How it's used
- A family office with 5 fund managers gets one verified net worth and a monthly report that's designed to be ready in minutes.
- A family with a holding company, a trust and 3 members sees tax-saving chances all year.
- A small office with 1 or 2 analysts gets proper governance without more hires.
For your business
If your family's wealth sits across many managers, properties and companies, Aurnex gives you one verified net worth and a monthly report that's designed to be ready in minutes.
