Why Aurzum
Built for desks that answer to investors.
Investment Hub
Mathematical powered investment analysis, thesis generation, and portfolio intelligence.
Watchlist & Dashboard
Real-time portfolio overview, asset tracking, P&L, and price charts.
Trading Desk
Order execution, broker connections, drawing tools, and order book.
Probabilistic Simulator
Paper trading, scenario modeling, and Monte Carlo simulations.
Settings
Theme, API keys, subscriptions, preferences, and security.
How it works
01
Tell us your mandate
A 30-minute onboarding captures your strategy, risk tolerance and reporting cadence.
02
The terminal learns your book
Aurzum ingests your holdings and watchlists, then models how new information moves them.
03
Act on daily conviction
Receive prioritised ideas, memos and risk flags — and take them straight to committee.
The method
Three steps from mandate to conviction.
01
Tell us your mandate
A 30-minute onboarding captures your strategy, risk tolerance and reporting cadence.
02
The terminal learns your book
Aurzum ingests your holdings and watchlists, then models how new information moves them.
03
Act on daily conviction
Receive prioritised ideas, memos and risk flags — and take them straight to committee.
340+
Funds & family offices
$14.2B
Assets analysed daily
6:30am
Briefing delivery, local
98%
Annual renewal rate
Plans
Priced like a hire, not a tool.
Analyst
For independent advisors and single-strategy desks.
$149.99
USD per seat / bi-weekly
- ✓ Daily pre-open briefing
- ✓ Up to 3 portfolios tracked
- ✓ Plain-language research assistant
- ✓ Standard risk flags
- ✓ Email support within 24h
Desk
For boutique funds and multi-analyst investment teams.
$499.99
USD per seat / bi-weekly
- ✓ Everything in Analyst, for 8 seats
- ✓ Unlimited portfolios & watchlists
- ✓ White-labelled client memos
- ✓ Custodial data connections
- ✓ Correlation & exposure modelling
- ✓ Named onboarding strategist
Atelier
For family offices and institutions with private mandates.
$1,749.99
USD per seat / bi-weekly
- ✓ Everything in Desk, unlimited seats
- ✓ Private deal flow coverage
- ✓ Custom models & data rooms
- ✓ Regional data residency
- ✓ Quarterly strategy review
| Feature | T1 Analyst $149.99 USD / 2wk |
T2 Desk $499.99 USD / 2wk |
T3 Atelier $1,749.99 USD / 2wk |
|---|---|---|---|
| Core | |||
| Investment Hub | ✓ | ✓ | ✓ |
| Watchlist & Dashboard | ✓ | ✓ | ✓ |
| Probabilistic Simulator | Limited | More | Full |
| Settings | ✓ | ✓ | ✓ |
| Trading | |||
| Trading Desk | ✗ | ✓ | ✓ |
| Quant | ✗ | ✓ | ✓ |
| AI Chat* | ✗ | ✓ | ✓ |
| Advanced | |||
| Quant Cats 4–7 + 777 | ✗ | ✗ | ✓ |
| Backtest | ✗ | ✗ | ✓ |
| Options | ✗ | ✗ | ✓ |
* AI Chat — Connect your own API key (OpenRouter, etc.). AURZUM does not provide AI models.
Questions
Everything a diligent desk asks.
Does Aurzum place trades on my behalf?
Which markets and asset classes are covered?
Can I show the research to my clients?
How is our data handled?
What does onboarding involve?
Speak with us
Tell us about your mandate.
Every relationship begins with a conversation. We will tell you honestly whether Aurzum fits your strategy.
desk@aurzum.com
+1 (212) 555 0184
Digital-first. Global reach.