Agent Intelligence
AURA is built on a secure, AI-native foundation that helps ultra-wealthy families and their advisors navigate complexity with clarity. Behind every action is a powerful intelligence layer that quietly coordinates across key domains — wealth, trusts, investments, and lifestyle — while honoring privacy, consent, and fiduciary alignment.
Whether preparing a trust distribution or aligning an investment decision with family priorities, AURA ensures that the right logic, context, and approvals are automatically in place — streamlining execution while preserving control.
Platform Highlights:
- Private orchestration engine with role- and task-aware intelligence
- Governance and consent infrastructure designed for advisor-grade workflows
- Future-facing integrations with external wealth, legal, and tax systems
- Modular structure built to serve SFOs, MFOs, and institutional family stewards
