Software for the modern family office
Asora helps you automate aggregation of bankable and private asset data, generate robust performance monitoring, and customised reporting — all on a single platform.
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Software for the modern family office
Asora helps you automate aggregation of bankable and private asset data, generate robust performance monitoring, and customised reporting — all on a single platform.
Graduate from spreadsheets to all-inclusive family office software
The Conventional Way
- Disorganised data
- Time-consuming reporting
- Lack of real-time insights
The Better Way with Asora
- Your single source of truth
- Reporting on-demand
- Real-time insights on private assets
A platform that goes beyond reporting
Automate data aggregation, generate customised reports, and manage all assets in one place
DATA AUTOMATION
Connect your bank and investment accounts
Tired of logging into multiple portals to see liquid positions? Connect all of your bank and investment accounts to have everything in one secure, easy to access platform.
PERFORMANCE MONITORING
Create customised performance reporting
Struggling to generate performance metrics in Excel? Create customised portfolios with dynamically updated daily time weighted returns, IRR and other metrics.
ACCOUNTING
Track all your assets and investments
Complex family office structure making it hard to keep track of assets? Easily access accounting and tax information with Asora’s tranche lot accounting feature, streamlining your reporting processes and tracking investment assets’ book cost.
PRIVATE ASSETS
Track private assets including property, private equity and collectibles
Struggle to track private assets across different entity structure? We realise wealth doesn’t just consist of bank and investment accounts. Asora captures and tracks any type of asset, from property to cars, from private company shares to fine wine, across complex entity structures to create a single source of truth for all wealth.
DOCUMENTS
Secure central document vault
Frustrated trying to keep track of all of your documents? Streamline document management by linking them directly to assets, accounts and entities, adding personalised tags and securely sharing through platform.
WORKFLOWS AND ALERTS
Centralised activity feed with alerts
Have way too many tasks to keep track of? Manage family office operations with Asora’s single point of view for the team, comprehensive data access permissioning, and pipeline tracking, and more, keeping your team on track with easy-to-use activity feed and task management tools.
MOBILE
Access Asora, no matter where you are
Looking for information on the go? Get real-time portfolio performance, documents, and net worth with our intuitive interface. Stay updated with markets and insights, and enjoy on-demand access to wealth data. Our 2FA for web app access ensures seamless and secure management of family office operations.
Asora integrates with 10,000+ financial institutions
Need a new one? We’ve got you covered!
Asora integrates with 10,000+ financial institutions
Need a new one? We’ve got you covered!
What Our Customers Say
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“No more quarterly reporting cycles, no more pdf reports Asora has changed the way we run our wealth”
SFO
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“Trying to keep track of multiple logins for multiple portals is finally a thing of the past”
SFO
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“I don’t have to rely on the manager’s performance numbers anymore as I can calculate my own”
UHNWI
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“The principal is highly demanding, and he’s delighted he can get direct access to the information he needs”
SFO
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“We now have a much more proactive relationship with our advisers, they know what is going on as it happens”
TRUST COMPANY
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“I can’t say I miss playing around in excel”
UHNWI
A Secure Home for your Financial Data
Always Encrypted™
Two-Factor Authentication
Security Alerts
Private Cloud Storage
Security Centre
Independent Verification
Always Encrypted™
Two-Factor Authentication
Private Cloud Storage
Security Alerts
Security Centre
Independent Verification
Frequently Asked Questions
Why do I need family office software?
Family office software offers a comprehensive solution to eliminate data disorganisation by centralising data storage, automating tasks, enhancing security, facilitating analysis, and streamlining communication. Learn more about the benefits of using family office software.
What should I look for when selecting family office software?
When selecting family office software, some features that one must look for include a comprehensive reports and analytics suite, security measures, and workflow automation, among others. Here are the top 5 features to look for in your family office management software.
What kind of accounts can I connect to?
With Asora, you can connect to both bank and investment accounts. We connect to over 10,000 financial institutions.
Can I manage both liquid and illiquid assets on the platform?
Asora allows you to track liquid and illiquid assets on the platform. You can connect bank and investment accounts, manage private assets, and more. Learn more about the features offered.
Is my data safe on Asora?
Asora takes numerous measures to ensure utmost privacy and safety. We are ISO 27001 certified and GDPR-compliant. Learn more about our security measures.
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