Financial Technology

Taurion decision intelligence platform — abstract diagram showing connected financial system dependencies on dark background

Building a Client Financial System Is an Infrastructure Problem

Most advisory firms can describe what a client financial system should look like. The gap isn't the concept — it's the infrastructure to build one, keep it current, and use it under real-world pressure. Here's what that actually requires, and why the existing advisory stack wasn't designed to deliver it.

client financial system advisory

Sam Sur

Jul 17 min read

Diagram illustrating a decision intelligence system for wealth management — showing connected nodes across tax, estate, liquidity, and investment domains

Decision Intelligence: Why AI Alone Won't Save Your Advisory Practice, And What Will

A founder closes a $40 million business sale. You know about the liquidity event. Here's what your systems probably can't show you — and why that gap is about to cost advisory firms their most complex clients.

Decision Intelligence

Sam Sur

Jun 189 min read