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Mobile

Access your family office’s portfolio on the go

Stay connected to your family office’s wealth —
access portfolio data, documents and insights securely from your phone.

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The problem with accessing wealth data on the move

Accessing portfolio data, performance, and key documents while on the move is often clunky and limited. Information is spread across desktop systems, emails, and shared folders, making it hard to get a clear, consolidated view. 

Without a simple, mobile-friendly solution, updates get delayed, documents are overlooked, and next-gen family members struggle to stay engaged. Keeping everyone informed becomes slow and inefficient. 

Asora changes that. The family office app gives you secure access to your portfolio, documents and insights — all in one place, from any device. 

Take your family office with you

Everything you need, wherever you are 

  • View holdings and net worth across entities, accounts and asset types 
  • Browse key documents and reports, securely stored and easy to find 
  • Intuitive interface built for ease of use on iOS and Android 

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Stay connected to your portfolio.

Track performance, connect accounts, review documents, and view net worth — all from your phone. No need to wait for reports or log into a desktop. 

Designed for the next generation.

Empower younger family members with access to the information that matters to them. The app makes wealth data easy to understand and engage with. 

Built for security and simplicity.

Access is protected with two-factor authentication. The app is intuitive, fast, and designed to meet the privacy expectations of modern family offices. 

The app that goes where you do. 

Access Asora from iOS or Android, with a consistent experience across devices. Whether you’re travelling or between meetings, your family office is just a tap away. 

“What used to take several hours or even days to compile reports each month can now be done in minutes with automated, real-time reports.”

Donald Campbell, Capstone Family Office

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.

Learn More

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: Family office mobile app

Can I access my full portfolio from the Asora mobile app?

Yes. The mobile app gives you access to your full portfolio, including holdings, net worth, and supporting documents, all from your phone or tablet. 

Does the Asora mobile app work on both iPhone and Android?

Yes, Asora offers apps for both iOS and Android, ensuring a consistent and secure experience across devices.

Is the mobile app secure for accessing sensitive family office data?

Yes. Our family office software app uses two-factor authentication and secure encryption to protect your data, aligned with modern family office security standards.

Can next-gen family members use the app easily?

Yes. The interface is designed to be intuitive and accessible, helping younger family members understand and stay engaged with their wealth data.

What can I do in the mobile app compared to the desktop version?

You can connect accounts and view portfolio performance, net worth, and documents. It’s built for access on the go, with key features tailored for mobile use.

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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.

Private Asset Tracking

Track all your private assets and entities and get up-to-date net worth statements for informed decision-making. 

Automate your family office today

Schedule Demo

GDPR-compliant and ISO 27001 certified

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