Aurora Crescianza connects accounts, portfolios and market sources, processes data with predictive models and provides practical indications to protect and grow your family's wealth.
Separate bank statements, quotes, market news and spreadsheets make it difficult to understand whether family wealth is going the expected direction. Most families do not have the time, nor the tools, to cross-reference this data on a regular basis.
The result is reactive management: action is taken only after a clear decline, when the margin for maneuver is already reduced.
Aurora Crescianza automatically aggregates connected sources and applies predictive analysis models to transform raw data into actionable insights, ordered by priority.
The three components that make up the Aurora Crescianza analytical engine work together, without requiring technical skills on your part.
The system processes time series and current market data to estimate probable future scenarios for your portfolio, updating forecasts with any new information available.
Each position is evaluated based on exposure, concentration and historical volatility, with an overall score indicating how consistent the portfolio is with its stated objectives.
Market changes are evaluated in real time and, when they exceed defined thresholds, generate an operational recommendation that the user can accept, modify or ignore.
We don't ask you to blindly trust the algorithm: every step of the process is documented and remains visible within the platform.
Securely connect to bank accounts, stock portfolios and public market sources. The operation requires user authorization and does not change any existing balance or position.
The predictive models cross-reference the data collected with risk parameters and time horizon declared by the user, producing an updated picture of the financial situation.
The recommendations are presented with their justification. The user decides whether to proceed, postpone or refuse: no operation is performed without explicit approval.
Aurora Crescianza was created to make data analysis tools normally reserved for institutional operators accessible to families. Our job is to build and maintain predictive models, not to replace user judgment.
Each recommendation generated by the platform is accompanied by the data and criteria used to formulate it, so that the final decision always remains in the hands of those who use the service.
Find out moreThe system monitors the distance between the accumulated capital and the declared pension objective, reporting when the rate of accumulation moves away from the expected trajectory and proposing gradual adjustments.
During periods of market volatility, the algorithm evaluates portfolio concentration and suggests rebalancing measures aimed at limiting risk exposure, without requiring frequent manual interventions.
Connections to accounts and wallets occur via encrypted protocols and do not require memorization of the original access credentials. The processed data is processed in accordance with European regulations on the protection of personal data.
After user authorization, the platform automatically imports existing positions and applies a predefined risk profile, which can be modified at any time. Manual entry of accounting data is not required.
The economic conditions are indicated during the configuration phase, before the definitive activation of the connection to the accounts. There are no implicit costs or undisclosed commissions.