Aurelius OS — Unified Principal Profile
Member 360
A single, authoritative view of the principal and the household — every relationship, mandate, holding, and preference, 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 memory of a few trusted people. Member 360 resolves that fragmentation into a single authoritative profile that the entire enterprise can rely upon.
It is not a contact card. It is 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 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 a single governed view with clear provenance. Every field carries its source and the access rules that govern who may see it.
Sensitive attributes are compartmentalized. The architecture supports field-level access control, so a household coordinator sees what they need to coordinate, and nothing they do not.
Trust posture
Member 360 is governed by Aurelius Aegis. Access is least-privilege by default, every read and write is attributable, and the profile is designed for residency-aware data handling so information remains within the jurisdictions the principal requires.
See the principal, whole.
Request a private demonstration of Member 360 within Aurelius OS.