Aurelius OS / Unified Principal Profile
Member 360
A single authoritative view of the principal and the household, in which every relationship, mandate, holding, and preference is reconciled into one governed record.
Purpose
Most family offices and private institutions hold the principal across a dozen disconnected systems: custodians, counsel, advisors, household staff, and the recollection of a few trusted people. Member 360 resolves that fragmentation into a single profile the whole enterprise can rely upon.
It is not a contact card but the canonical record of who the principal is, what they hold, who serves them, and how they wish to be served, maintained as a governed source of truth rather than a matter of convenience.
What the profile resolves
Identity & Household
Principals, family members, entities, and dependents organized as one structured household graph.
Mandates & Holdings
Active mandates, accounts, and positions reconciled from authoritative sources into a coherent view.
Service Relationships
Advisors, counsel, fiduciaries, and household staff mapped to the role each plays for the principal.
Preferences
Standing instructions, thresholds, and personal preferences recorded once and honored everywhere.
Jurisdiction & Residency
Domicile, residency, and applicable jurisdictions surfaced where decisions are made.
History
A durable record of decisions and interactions, retained as institutional memory rather than scattered notes.
How it works
Member 360 composes the profile from connected systems of record and curated inputs, reconciling conflicting data into one governed view with clear provenance. Every field carries its source and the access rules that govern who may see it.
Sensitive attributes are compartmentalized. Field-level access control means a household coordinator sees what is needed to coordinate, and nothing beyond it.
Trust posture
Member 360 is governed by Aurelius Aegis. Access is least-privilege by default, every read and write is attributable, and data is handled with residency in mind so that information remains within the jurisdictions the principal requires.
See the principal, whole.
Request a private demonstration of Member 360 within Aurelius OS.