Relying on quarterly or month-end reports makes it difficult to stay on top of how your wealth is performing. By the time the numbers arrive, they’re already out of date, and you’re left reacting instead of planning.
Without real-time visibility, it’s nearly impossible to track progress effectively, spot early warning signs, or pivot in response to market shifts. Decisions end up driven by instinct, not insight.
Asora changes that. With timely, accurate performance data at your fingertips, you can make confident decisions with a clear, current view of your portfolios — any time you need it.
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Performance data is updated daily using COB values. You get a current view across all your portfolios without waiting for end-of-month or quarterly reports.
Yes. You can see consolidated performance across, or drill down into, individual entities, portfolios, asset classes, or holdings for detailed insights.
We create custom groups based on entities, portfolios, asset classes, or holdings and add performance across them.
Private assets are tracked with custom valuation inputs and support for IRR, so they’re included in overall performance alongside public investments.
Yes. You can compare performance over time and assess returns against public as well as custom benchmarks.
You can generate a report whenever you need one. Asora provides dynamic dashboards for day-to-day monitoring and lets you create PDF reports on demand for meetings, reviews or sharing with stakeholders.
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