Workflows
Automate your family office operations
Run your family office efficiently with task automation and pipeline tracking

The problem with how most family offices manage tasks
Tracking tasks, deadlines and documents across a family office is often scattered. Spreadsheets, calendar reminders and emails create silos, making it easy to miss something important.
Without a clear system, capital calls get overlooked, valuations are delayed, and critical documents expire unnoticed. Everything becomes reactive, and manual follow-ups consume time and attention.
Asora helps you streamline the chaos. Built for family offices, it gives you a single place to manage workflows, assign tasks and set alerts, so nothing falls through the cracks.
Take control of your family office workflows
Everything you need to stay organised and accountable
- Create and assign tasks, track deal pipelines, and collaborate with your team — all in one place.
- Set user permissions to manage access across entities, asset types or portfolios.
- Attach notes and documents to keep important context close to the work being done.
Control access at every level.
Keep context close to data.
Assign tasks and track what’s done.
Track your pipeline without spreadsheets.
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.
Run your family office securely. Asora meets the latest security best practices and principles.
Data is stored with end-to-end encryption, so only you choose who can view and access it.
Asora conducts regular penetration testing to identify & strengthen weak points.
FAQs: Family office workflows
What’s the best way to track tasks and responsibilities in a family office?
Using software like Asora, you can assign tasks, set deadlines, and track progress across your team. This helps keep operations on track without relying on spreadsheets or inboxes.
How can I manage deal flow or due diligence in a family office platform?
Asora includes pipeline tracking so you can follow assets or investments as they move through review, approval, or onboarding — all in one place.
Can I control who has access to sensitive information?
Yes. Asora gives you detailed permission controls, so you can limit access to specific entities, assets or reports based on user roles.
What features help with internal collaboration in a family office?
You can add notes directly to assets and assign tasks, keeping your team aligned and your context centralised.
How does Asora support operational workflows for family offices?
Asora is purpose-built for family office operations. From task management to document tracking and role-based access, it helps you run structured, efficient workflows.