Features
Features
Asora’s platform includes every feature a modern family office need.
Data Aggregation
Connect bank and investment accounts into one trusted source of truth
Performance Monitoring
Track portfolio performance with up-to-date data for better decisions
Accounting
Improve accounting oversight with structured, reconciliation-ready data
Private Assets
Track private assets across entities, managers, and asset classes in one view
Documents
Store, tag, and link documents to your wealth data
Workflows
Manage tasks and pipeline to keep family office operations on track
Mobile
Access portfolios, documents, and insights securely from anywhere
Case Studies
Pricing
Resources
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NEWSLETTER
BEST FAMILY OFFICE
SOFTWARE
Features
Data Aggregation
Connect bank and investment accounts into one trusted source of truth
Performance Monitoring
Track portfolio performance with up-to-date data for better decisions
Accounting
Improve accounting oversight with structured, reconciliation-ready data
Private Assets
Track private assets across entities, managers, and asset classes in one view
Documents
Store, tag, and link documents to your wealth data
Workflows
Manage tasks and pipeline to keep family office operations on track
Mobile
Access portfolios, documents, and insights securely from anywhere
Case Studies
Pricing
Resources
Blog
Practical insights for modern family offices
Best Family Office Software
Explore leading software for family offices
Newsletter
A curated roundup of insights for family offices
Compare
Compare family office software platforms
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Features
Data Aggregation
Connect Your Bank & Investment Accounts
Performance Monitoring
Create Customised Performance Reporting
Accounting
Track All Assets And Investments
Private Assets
Track All Private Assets
Documents
Secure Central Document Vault
Workflows
Centralised Activity Feed With Alerts
Mobile
Access Asora On The Go
Resources
Resources
Insights, updates, and expert advice for family wealth management.
Blog
Practical insights for modern family offices
Newsletter
A curated roundup of insights for family offices
Best Family Office Software
Explore leading software for family offices
Sign In
Schedule Demo
Case Studies
"I don't have to rely on the manager's performance numbers anymore as I can calculate my own"
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CLIENT
MAIN PROBLEM
TYPE
CORE USE CASE
PRIMARY USER
LOCATION
Scotland
UNHWI
Automate your family office
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The Problem
Results with Asora
Deciding to Go with Asora
Deciding to go with Asora
The Effect of Using Asora
UNHWI
Lessons and Advice for Other Family Offices
UNHWI
Final Reflection
UNHWI
Other Case Studies
Data Aggregation
“Asora helped me avoid the struggle of spreadsheets.”
Ciara Wyer
Bandia Capital
Read The Full Case Study
Private Assets
“We are saving around 50-60% of our time gathering and reconciling our performance data quarterly.
Kasit Eiamsakulrat
K. E. Skye
Read The Full Case Study
More Case Studies
Other Case Studies
“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
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"The principal is highly demanding, and he's delighted he can get direct access to the information he needs"
Advisor
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More Case Studies
Automate your family office today
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