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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.

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✅GDPR-compliant ✅ ISO 27001 certified 

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.

Schedule DemoExplore Features

✅GDPR-compliant ✅ ISO 27001 certified 

Graduate from spreadsheets to all-inclusive family office software

The Conventional Way

The Better Way with Asora

The Conventional Way

Disorganised data

The Better Way with Asora

Your single source of truth

The Conventional Way

Time-consuming reporting

The Better Way with Asora

Reporting on-demand

The Conventional Way

Lack of real-time insights

The Better Way with Asora

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.

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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.

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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.

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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.

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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.

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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.

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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.

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Asora integrates with 10,000+ financial institutions

Need a new one? We’ve got you covered!

What Our Customers Say

“No more quarterly reporting cycles, no more pdf reports Asora has changed the way we run our wealth”

SFO

“Trying to keep track of multiple logins for multiple portals is finally a thing of the past”

SFO

“I don’t have to rely on the manager’s performance numbers anymore as I can calculate my own”

UHNWI

“The principal is highly demanding, and he’s delighted he can get direct access to the information he needs”

SFO

“We now have a much more proactive relationship with our advisers, they know what is going on as it happens”

TRUST COMPANY

“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

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Automate your family office today

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