Built for Advisors Who Want Intelligence.
Taurion empowers registered investment advisors, family offices, and wealth planners to bring the power of AI into every client conversation.
It unifies suitability assessment, data-driven fund discovery, and compliance monitoring within one intelligent framework - the same intelligence that powers the Palatino Blueprint™.
​
Advisors gain deeper insights, faster workflows, and streamlined access to private market data and opportunities, while maintaining full control of their brand, data, and client relationships.
Fund discovery guided by Taurion's AI models
What Taurion Enables for Advisors.
Access the same AI intelligence that powers the Palatino Blueprint™, designed to deliver institutional-quality analytics while preserving advisor independence.
​
Differentiate your practice with data-backed insights, automated compliance, and personalized fund discovery, all under your own brand.
AI Suitability Engine
Analyzes investment options - public, private, or insurance-based - against clients’ goals, liquidity, and risk profile.
​
Dynamic Monitoring
Continuously tracks portfolios, policies, and liquidity coverage to highlight potential risks and opportunities in real time.
​
​
Data-Driven Curation
Identifies and organizes alternative fund and manager data through explainable AI and institutional-quality analysis.
​
​
Compliance & Audit
Maintains comprehensive documentation of recommendations and compliance activities, ready for review, audit, or regulatory inspection.
​
Designed to Strengthen your Practice.
Taurion empowers advisors to focus less on data management and more on guiding meaningful client outcomes.
Advisor Dashboard
Why Advisors Choose Taurion.
Advisor feedback (illustrative): What used to take hours of research now takes minutes — giving me more time to focus on clients and reduce administrative work.
Illustrative statement for informational purposes only. Individual experiences may vary..
Save Time
​Reduce research, documentation, and compliance workload.
​
Enhance Client Trust
Deliver personalized, data-backed insights with transparent reasoning.​​​
​
Differentiate Your Brand
Leverage AI-powered insights designed to enhance your client experience.​
Grow With Confidence
Explore alternative and private market opportunities with intelligent, compliance-ready support tools.
Seamless Integration. Zero Friction.
Taurion integrates securely with many leading CRM, custody, and reporting systems used across the wealth-management industry.
​​
With a single sign-on, advisors can view client data, streamline workflows, and access AI-powered insights within their existing technology stack.
All trademarks, logos, and brand names are the property of their respective owners. Their appearance does not imply any affiliation, endorsement, or sponsorship by those entities.
Compliance Built Into Every Insight.
Every insight in Taurion is traceable, explainable, and designed to support fiduciary-level transparency.
​
Advisors retain full discretion — Taurion provides intelligence, not instructions.
Its audit-ready reports and suitability records help firms maintain the transparency regulators require and the documentation advisors value.
Client suitability matrix with exceptions log illustration
.png)
Fund syndication insights accompanied by plain-text explanations.
Join a Select Network of AI-Enabled Advisors.
Taurion platform partnerships are by invitation. We work with advisors and family offices who value transparency, innovation, and measurable outcomes.
Partnership includes onboarding, support, and early access to new AI and workflow-compliance modules.