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20th August 2025

Asora vs Excel: Which Platform Serves Family Offices Better?

Table of Contents TL;DR Introduction Excel’s Role in Family Office Reporting The Limitations of Excel…

Adam Cleland

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Software

17th August 2025

9 Multi-Family Office Software Platforms: Side-by-Side Comparison

TABLE OF CONTENTS TL;DR Introduction What is Multi Management Software? Key Features MFOs Should Prioritise…

Adam Cleland

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Insights

15th August 2025

AI for Wealth Management: 7 Real-World Applications

TABLE OF CONTENTS TL;DR What AI Means for Wealth Management in 2025 Practical AI Use…

Adam Cleland

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Insights

10th August 2025

Virtual Family Office: Guide to Structure, Services & Setup

TABLE OF CONTENTS TL;DR What is a Virtual Family Office? Key Characteristics of Virtual Family…

Adam Cleland

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Insights

9th August 2025

Guide to Family Governance Structure, Framework & Best Practices

TABLE OF CONTENTS TL;DR What Is Family Office Governance? Family Office Governance Models: Finding What…

Adam Cleland

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Software

7th August 2025

Complete Guide to Wealth Management Software Options for SFOs

TABLE OF CONTENTS TL;DR What is Wealth Management Software? Wealth Management Software vs Investment Management…

Asora Team

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Software

6th August 2025

Leading Portfolio Management Software for Family Offices

TABLE OF CONTENTS TL;DR What is Portfolio Management Software? Portfolio Management Needs of Family Offices…

Asora Team

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Insights

5th August 2025

How to Start a Family Office: Complete Requirements and Setup Guide

TABLE OF CONTENTS TL;DR Family Office Types and Structure How to Start a Family Office…

Adam Cleland

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Software

4th August 2025

Recommended Investment Management Software for Family Offices

TABLE OF CONTENTS TL;DR Why the Right Investment Management Software Matters Key Features to Prioritize…

Asora Team

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Insights

3rd August 2025

Single vs Multi-Family Office: Everything You Need to Know

Table of Contents TL;DR Your Family Office Options Single-Family Office vs. Multi-Family Office How to…

Adam Cleland

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All posts

Asora vs Excel: Which Platform Serves Family Offices Better?

9 Multi-Family Office Software Platforms: Side-by-Side Comparison

AI for Wealth Management: 7 Real-World Applications

Virtual Family Office: Guide to Structure, Services & Setup

Guide to Family Governance Structure, Framework & Best Practices

Complete Guide to Wealth Management Software Options for SFOs

Leading Portfolio Management Software for Family Offices

How to Start a Family Office: Complete Requirements and Setup Guide

Recommended Investment Management Software for Family Offices

Single vs Multi-Family Office: Everything You Need to Know

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