Portfolio recommendations,
built for the advisor's judgment.
Aurifisc drafts risk-aligned portfolio options, suitability documentation, and PDF reports in minutes — so you can spend your time with clients, not paperwork.
Moderate Growth Allocation
Target vs. Actual
Max drift: 3.2% — within targetReady to Export
Formal, print-ready PDFModerate Growth Allocation
Target vs. Actual
Max drift: 3.2% — within targetReady to Export
Formal, print-ready PDFEverything from draft to documentation, in one place.
AI-Assisted Recommendations
Generate risk-tiered portfolio options grounded in real market data — P/E ratios, dividend yields, and current pricing — not static model templates.
Suitability Documentation
Every recommendation ships with a formal suitability note, generated automatically and kept in sync whenever you revise the allocation.
Portfolio Drift Monitoring
Track how each client's actual holdings drift from target allocation over time, with rebalancing flags surfaced automatically.
Client-Ready PDF Reports
Download a polished, print-ready report — allocation breakdown, instrument reasoning, and suitability note — in one click.
From client intake to signed report.
Enter client profile
Risk tolerance, time horizon, and life stage — the inputs that actually shape a recommendation.
Review AI-generated options
Compare risk-tiered allocations, swap instruments, and adjust sliders — the note updates as you go.
Save and deliver
Save to the client record and export a formal PDF — ready to send or file.
Your client data stays yours.
Encrypted storage
Client records and recommendations are stored in Supabase (PostgreSQL), encrypted at rest with AES-256 and in transit via TLS.
No data resale
Client and portfolio data is never sold, shared, or used to train models outside your account.
You control access
Only your logged-in account can see your clients' data — there's no cross-advisor visibility.
Currently onboarding a small group of advisors.
Aurifisc is in a focused testing phase. If you'd like early access or to share feedback as a practicing advisor, reach out directly.