Features

Every feature you need for
the modern family office

Asora’s platform includes every feature a modern family office needs — from
automated data aggregation and private asset tracking to document management
and mobile access.

Data Aggregation

Performance Monitoring

Data Aggregation

Centralise all your financial data in one place

Consolidate all your financial data into a single source of truth.

Eliminate manual data entry with automated data aggregation from banks & custodians.

Get accurate, up-to-date information to support better decisions.

Performance Monitoring

Smarter decisions with timely insights

View performance by asset class, entity, or manager.

Track time-weighted returns over any time period.

Monitor IRR and MOIC for private investments.

Gain clarity on your family office’s income, costs, and gains

Track gains, income, and capital activity with structured asset-level data.

Monitor gains, fees, and withholding tax in one easy-to-access location.

Use tranche-level book cost accounting for accurate tracking.

Take control of your private investment data

Track valuations and transactions with structured data for private investments.

Record commitments, invested capital, capital calls, and distributions.

Group assets by type, entity, manager, or strategy to match your structure.

Secure, connected document storage

Find documents easily with direct links from entities, assets, or accounts.

Use secure upload links to collect files without back-and-forth emails.

Stay organised with tags by asset type, structure, or purpose.

Everything you need to stay organised

Control access with permissions down to the asset level.

Record key details on assets so everyone sees the same info.

Assign tasks and track progress to stay organised and aligned.

Access your family office’s portfolio on the go

Track performance, accounts, and documents from your phone.

Give next-gens access to wealth info that's clear and engaging.

Stay secure with two-factor login and a simple, fast interface.

Automate your family office today

ISO 27001 Certified

GDPR Compliant