Software for the modern family office
We help family offices automate data aggregation, manage their assets and deliver customised reports. All in a single platform.
ISO 27001 Certified
GDPR Compliant
Trusted by many families in 15+ countries
Conventional Way vs. Asora Way
Graduate from spreadsheets to a modern family office software
Conventional Way
Fragmented Financial Data
- Spreadsheet overload
- Data spread across banks portals, PDFs and Excel files
- Time consuming reporting
- Slow outdated insights that make decision making harder
Asora Way
One Platform, Total Clarity
- A unified operating platform
- Single source of truth for all your data
- On-demand reports ready in minutes
- Timely insights across your portfolio
Asora integrates with your financial institutions
No matter what bank you use, Asora has you covered. We guarantee a connection with all banks with available data feed.
Introducing Asora
Purpose-built software for modern family offices
End-to-end family office management with effortless data automation and a modern UI.
Your single source of truth
Clear oversight across your investments
Built for complex ownership structures
Features
A family office platform that goes beyond reporting
Automate data aggregation, generate customised reports, and manage all assets in one place
Single source of truth for all your investments
- Consolidate all your financial data into a single source of truth.
- Eliminate manual data entry with automated data aggregation from banks & custodians.
- Get accurate, up-to-date information to support better decisions.
Software for Family Office
Asora is built for
Single Family Offices
“Bardfour Family Office's wealth structure was live in under 4 weeks”
– Pearse Brolly, Bardfour Family Office
Read The Customer Story→
Multi Family Offices
“What used to take hours or days is now done in minutes”
– Donald Campbell, Capstone Family Office
Read The Customer Story→UHNWI
“I don't have to rely on the manager's performance numbers anymore as I can calculate my own”
– UHNWI Client, Private Client
Read all Case Studies→Advisors
“The principal is highly demanding, and he's delighted he can get direct access to the information he needs”
– Trusted Advisor, Family Office Advisory
Read all Case Studies→Benefits
Results that matter
100+ families worldwide trust Asora and achieve great results.
60%
less time spent gathering and reconciling data
10 Minutes
to create reports instead of days
≤4 weeks
to have your wealth structure live
Security
A secure home for your financial data
Enterprise-grade security, purpose-built for family offices
End-to-End Encryption
All data encrypted in transit and at rest using industry-standard protocols.
Multi-Factor Authentication
Protect access with MFA and role-based permissions.
Real-Time Security Monitoring
Proactive alerts and automated threat detection.
Private Cloud Deployment
Host your data on a dedicated private environment for enhanced control.
Security & Compliance Centre
Centralised visibility into user access and controls.
ISO 27001 Certified
Independently verified to meet global information-security standards.
Frequently asked questions about our family office software
Asora is a family-office operating platform that centralises data aggregation, portfolio management, and reporting in one secure environment. It replaces disconnected spreadsheets, siloed systems, and manual workflows — giving you a single source of truth for all assets, entities, and accounts.
You can connect bank accounts, investment accounts, custody accounts, and track both liquid and illiquid assets — including private equity, real estate, direct investments, venture holdings, and alternative assets. Asora supports integrations with thousands of global financial institutions and uses Canoe Intelligence for private asset tracking.
Yes. Asora supports multi-entity and multi-generation structures, trusts, companies, holding entities, and more. The platform lets you model ownership, link entities, consolidate across structures, and maintain visibility at any level — from individual holdings to consolidated portfolios.
Asora uses secure data feeds, API connections, and file ingestion from custodians, banks, and institutions to automatically import transactions, valuations, and statements. This automation removes the need for manual entry, reduces errors, and ensures data consistency across your entire portfolio.
Absolutely. Asora supports private assets and lets you track value, commitments, capital calls, distributions, and holdings. Private assets are incorporated into overall net worth and performance reports, so you get a full view of your wealth — not just liquid holdings.
Performance data is refreshed daily using close-of-business valuations for liquid assets. For private or manually tracked assets, valuations can be updated manually or via scheduled fund/custodian statements — ensuring your dashboard and reports remain current.
Yes. Asora automates data aggregation, reporting, and performance calculations across all accounts and assets. With real-time dashboards and on-demand report generation, families and offices can eliminate spreadsheet-based workflows, reduce errors, and accelerate decision-making.
Very secure. Asora is hosted on enterprise-grade cloud infrastructure, uses end-to-end encryption for data at rest and in transit, offers multi-factor authentication (MFA), and is independently certified with ISO 27001. Clients may also opt for private-cloud deployment or enhanced access controls for additional isolation.