Wealth and trust

Aurum — wealth and trust

Aurum runs wealth and trust processes. It uses Titan customer numbers. It does not replace the official customer file.

For your technology team. Aurum holds wealth and trust product processes. The banking customer master stays in Titan. Aurum does not keep the deposit ledger.

What it does

  • Supports the wealth products the institution offers.
  • Runs trust operations.
  • Services a portfolio the institution has booked.
  • Supports the advisory workflow between the banker and the client.
  • Services the investments on that relationship.
  • Produces client reports for that relationship.
  • Supports the operating work of a premium client.
  • Uses the Titan customer number. It does not keep the deposit ledger.

Who uses it

Wealth, trust, and premium-banking teams.

Detail for your technology team

  • Wealth and trust product processes
  • References to Titan customer numbers

How it connects

Aurum CONNECTS TO Titan Customer numbers, not the deposit ledger Aegis / Atlas Identity and permission Scribe Documents for the wealth or trust process, where used
Connections named on this page, with the platform marks. The diagram does not show balances or a live screen.
  • TitanCustomer numbers, not the deposit ledger
  • Aegis / AtlasIdentity and permission
  • ScribeDocuments for the wealth or trust process, where used

What it is not

The official customer file; the deposit ledger; the relationship system (Beacon).