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Performance Monitoring

Get a complete view of your
family office’s finances in one place

Track performance across your family office’s portfolios with up-to-date, transparent data.
Monitor returns, measure progress and make informed decisions.

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The problem with static performance monitoring

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 By the time the numbers arrive, they’re already out of date, and you’re left reacting instead of planning.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. 

Make smarter decisions with real-time performance insights

Single source of truth for portfolio performance

  • Get a unified view of your entire portfolio with performance data that’s automatically updated daily from custodians, banks, and platforms.
  • Apply consistent performance methodologies across all asset classes, so comparisons are accurate and easy to interpret. 
  • Skip the manual work. Access real-time dashboards and ready-to-share reports whenever you need them.

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Catch errors before they impact your reporting.

Asora automatically flags transaction mismatches during reconciliation, so you can spot and fix discrepancies fast, before they skew your performance data or reports.

Benchmark your performance at a granular level.

Track daily time-weighted returns across any portfolio, then drill down by asset, class, or strategy to see exactly how you’re performing against key benchmarks.

Measure performance with IRR and MOIC.

Use IRR and MOIC to assess the performance of private and illiquid investments. Understand how each investment contributes to overall returns with greater accuracy.

Real-time dashboards. Instant reports.

Stay on top of your performance with live dashboards. Need a snapshot? Generate shareable PDF reports in seconds — no waiting, no manual work.

“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.

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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: Performance monitoring for family offices

How frequently is performance data updated?

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. 

Can I view performance at both portfolio and entity level?

Yes. You can see consolidated performance across, or drill down into, individual entities, portfolios, asset classes, or holdings for detailed insights. 

How does Asora aggregate performance?

We create custom groups based on entities, portfolios, asset classes, or holdings and add performance across them.  

How are private assets handled in performance reporting?

Private assets are tracked with custom valuation inputs and support for IRR, so they’re included in overall performance alongside public investments. 

Can I track progress against benchmarks?

Yes. You can compare performance over time and assess returns against public as well as custom benchmarks. 

How often can I generate a performance report?

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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Explore Asora’s other features

Data Aggregation

Eliminate manual aggregation, standardisation and reconciliation with secure, automated feeds. 

Private Asset Tracking

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

Accounting

Streamline your accounting and tax reporting processes with tranche lot accounting and easy access to investment asset information. 

Automate your family office today

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GDPR-compliant and ISO 27001 certified

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