The wealth firm that now looks like it has a team of analysts.
Quarterly reports: 3 hours each → 0 minutes
A boutique wealth firm punching above its weight — but every advisor was working until midnight writing reports clients never read closely anyway.
Aurum's three senior advisors managed almost $400M in client capital with a service experience that felt — to anyone receiving it — bespoke and personal. Behind the curtain, that experience was held together by 80 hours of manual report writing per quarter, copy-pasted from twelve different data sources into a Word template.
The work was excellent. The system producing it was a fire that needed feeding every Sunday night. One advisor was already burned out. The other two were close.
A private intelligence engine that does the work the advisors hated and packages it in the design language clients expect from a firm of this caliber.
Claude reads the portfolio data, the market context, and the relationship notes — then writes the quarterly report in the firm's actual voice. Charts render automatically. Brand-perfect PDFs assemble themselves. Advisors review, adjust the tone in the parts that matter, and ship.
Three hours of typing became fifteen minutes of editorial judgment. The client receives a report indistinguishable from the manually-written ones — because in every way that matters, it still is.
Portfolio intelligence engine
Connects to the firm's custodial data, parses positions, computes performance, attributes returns. The math is finished before the advisor's coffee is.
- Marcus Chen: Portfolio hit 15% allocation limit in tech
- Lina Patel: Cash position exceeding mandate range
- Theo Reyes: Tax-loss harvesting opportunity identified
| Anderson | Q1 Review | May 15 | ✓ Generated |
| Williams | Q1 Review | May 18 | ⟳ Generating |
| Park | Annual | May 31 | ⏳ Scheduled |
| Okafor | Q1 Review | Jun 2 | ⏳ Scheduled |
AI-written quarterly reports
Claude drafts the entire report in the firm's voice using the advisor's prior writing as a style guide. Every chart, every paragraph, every disclosure — in the firm's typography, not a template's.
Intelligence Report
██████ ██████████
Confidential client portal
Each client gets a single, beautiful URL. Performance, holdings, the latest report, recent communications — designed like a private members' club, not a banking website.
- Marcus Chen: Portfolio hit 15% allocation limit in tech
- Lina Patel: Cash position exceeding mandate range
- Theo Reyes: Tax-loss harvesting opportunity identified
| Anderson | Q1 Review | May 15 | ✓ Generated |
| Williams | Q1 Review | May 18 | ⟳ Generating |
| Park | Annual | May 31 | ⏳ Scheduled |
| Okafor | Q1 Review | Jun 2 | ⏳ Scheduled |
The Aurum portfolio intelligence engine — managing reports across $397M AUM
Every screen, considered.
Three chapters, six weeks.
Reading every report
We read three years of the firm's quarterly reports — line by line — to extract the voice, structure, and editorial conventions before writing a single line of code.
Engineering quiet luxury
Every visual decision was reviewed against three reference firms ten times Aurum's size. The brand had to feel inherited, not assembled.
Pilot, refine, ship
One advisor, one client, one quarter. Then three advisors, six clients. By Q4 the entire book was on the system with zero client complaints.
Our clients now think we have a team of analysts behind us. We don't. We have Flowtix. The reports go out on Monday morning now, not Sunday night — and every advisor I work with is more present for the clients because of it.
- Duration
- 7 weeks
- Industry
- Wealth Management · Fintech
- Year
- 2025
- Team
- 4 advisors · 85 clients