Case study · 06
Aureum Ledger
Private-client reporting surface
| Family A | Q3 briefing | Ready | Gold |
| Family B | Mandate | Review | Hold |
| Family C | Cash | Filed | OK |
| Desk | Commentary | Due | Now |
Overview
A reporting console for private-client teams with exportable briefings.
Challenge
Data was accurate. The presentation of wealth was not.
Objectives
- Narrative reporting
- Approval trails
- Calm density
Strategy
Show change, risk, and next action — not every datapoint equally.
UX approach
Typographic reports. Charts as supporting evidence.
Features
BriefingsApprovalsHoldings viewsCommentary
Product surfaces
| Family A | Q3 briefing | Ready | Gold |
| Family B | Mandate | Review | Hold |
| Family C | Cash | Filed | OK |
| Desk | Commentary | Due | Now |
Today
Priority queue
3 items need you
Open board
Results
Relationship managers stopped exporting to PowerPoint for quarterly reviews (demo).
Placeholder wealth-ops quote. Not a real financial endorsement.