What we've built · Finance control

Case study

Aurnex

One correct net worth, and a monthly report that builds itself.

LiveFinance control

Visit the Aurnex website (opens in a new tab)

Aurnex website
System
Finance control
Status
Live
Built and run
In our own group of companies
Website
myaurnex.com (opens in a new tab)

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.

See Aurnex fitted to your company in 10 minutes.

Book a 10-minute demo