Client Access
Private client workflows are issued by invitation.
Aurum's client access environment is used for active mandates and is provisioned directly by the advisory team. Credentials are never issued through a public sign-up form.
Access Protocol
Security starts before a login screen.
Active clients receive access details after identity checks, engagement scope, communication channel, and document-sharing permissions are confirmed.
Request Access SupportClient Materials
Mandate documents and signed instructions
Diligence files and counsel correspondence index
Property shortlist and decision memos
Portfolio stewardship notes and review cadence
Important
Do not send sensitive documents through unsecured public channels.
If you are an existing client, use your agreed communication channel or contact your relationship lead to re-establish secure access.