An art advisor's client is not the collection — it is the collector. Aurelian is the workspace for managing multiple client collections in one place, with acquisitions in flight, sales in progress, and the full documentation trail your clients rely on you to keep.
Where it hurts today
Emails, invoices, condition reports, auction bids — every client's file lives in your inbox and hard drive, entangled with every other.
You track ten pieces on offer for a client. The client asks for a summary. Assembling it means an hour in your notes.
Every proposal, condition report, and collection summary is rebuilt from scratch. There is no template, no archive, no leverage.
What Aurelian gives you
Each client is a workspace of their own — inventory, acquisitions, sales, documentation — with role-scoped access so the client sees theirs and only theirs.
Every piece being considered, offered, or under negotiation tracked by client with status, deadlines and next actions.
Branded proposals, condition reports and collection summaries generated from your client's own data in minutes, not hours.
Notes, comparable sales and market observations you gather stay in your own advisor view — visible to you, not exposed to clients. Structured cross-collection market intelligence is on the roadmap.
How it flows
Client workspace created, existing collection catalogued, access permissions set.
Acquisitions tracked, offers logged, market comparables attached. The client sees a shared view of what is in play.
Sales and acquisitions closed, documentation attached, artist and gallery relationships preserved.
Ongoing valuation, insurance, loans and reporting — the collection grows and you have a durable record of the value you added.
Questions
Yes. One advisor login sees every client workspace you are entitled to. Clients see only their own.
No. You control the view. Clients see their own collection and shared deliverables; your working notes, market intelligence and cross-client views remain private.
Yes. Branded PDF proposals and reports can carry your logo, colours and cover copy.
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