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Documents

Store and organise your family office’s documents in one place 

Organise, tag and share documents securely across your family office’s entities, assets and accounts. 

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The problem with scattered document storage

When documents are stored across inboxes, folders and drives, it’s hard to keep track of what’s where, and even harder to ensure the right people have access when they need it. 

Family office teams waste time chasing files, recreating missing documents, or sharing sensitive information in unsecured ways. Important paperwork gets siloed or overlooked, and collaboration slows down. 

Asora changes that. With documents stored securely and linked to the right entity, asset or account, your team always knows where to find what they need and can stay aligned without chasing down files. 

Secure, structured document management built for family offices

The easiest way to organise, store and find documents 

  • Upload and manage documents directly from the platform, linked to the entities, assets or accounts they relate to. 
  • Add custom tags to keep documents searchable and easy to organise. 
  • Share secure upload links to collect documents from your team or external parties. 

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Find documents faster with direct links. 

Access the files you need from the entities, assets or accounts they relate to — no more searching across folders or drives. 

Simplify collaboration with secure upload links. 

Let others send documents straight to the platform using secure, shareable upload links — no back-and-forth emails. 

Stay organised with custom tags. 

Tag documents by asset type, structure or purpose so your team can filter, search and retrieve information quickly. When sharing an upload link, you can assign tags ahead of time to keep everything structured from the start.

Keep your team informed.

Notify users when a document is uploaded directly from the platform, so everyone stays aligned.

“We’ve reduced files being sent through email by over 50%, with a target to get that close to zero. “

Paul Bakker, Omnia Capital Partners

Read the full case study ↗

Paul Bakker, Omnia Capital Partners

SECURITY

A secure home for your
financial data.

Asora offers a multi-faceted data security program to ensure the confidentiality and integrity of your data.

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ISO27001 certified, GDPR compliant

Run your family office securely. Asora meets the latest security best practices and principles.

Always Encrypted

Data is stored with end-to-end encryption, so only you choose who can view and access it.

Penetration Testing

Asora conducts regular penetration testing to identify & strengthen weak points.

FAQs: Document management for family offices

Can I control who has access to specific documents?

Yes. You can manage access based on user roles, so only authorised team members can view documents.

Are documents encrypted and secure?

Absolutely. All documents are encrypted at rest and in transit, with strict controls in place to protect sensitive information. 

Can documents be linked to multiple items, like an entity and an investment?

Yes. Documents can be uploaded to specific entities, assets, accounts or people, depending on how they’re used in your structure.

What file types can I upload?

You can upload PDFs, Word documents, spreadsheets and most common file formats used in legal, financial and operational records.

How do external parties send us documents securely?

You can generate secure upload links to receive files directly into your Documents section.

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Explore Asora’s other features

Data Aggregation

Eliminate manual aggregation, standardisation and reconciliation with secure, automated feeds. 

Performance Monitoring

Customise performance reporting and monitor your family portfolio’s capital pools with relevant metrics.

Workflows

Run your family office efficiently with task automation and pipeline tracking.

Automate your family office today

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GDPR-compliant and ISO 27001 certified

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