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Workflows

Automate your family office operations

Run your family office efficiently with task automation and pipeline tracking

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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. 

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Control access at every level. 

Set permissions down to the asset. Share what’s needed, protect what’s sensitive, and keep your family office data secure and structured. 

Keep context close to data. 

Record important details directly on assets. Everyone sees the same information, without digging through emails. 

Assign tasks and track what’s done. 

Create and track tasks for any team member. Stay organised, reduce follow-ups and ensure nothing slips through the cracks. 

Track your pipeline without spreadsheets. 

Manage assets through due diligence and review. No more status updates over email — just a clear view of what’s moving and what’s not. 

“We’ve reduced files being sent through email by over 50%, with a target to get that close to zero. “

Paul Bakker, Omnia Capital Partners

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: 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. 

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Explore Asora’s other features

Data Aggregation

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

Performance Monitoring

Customise performance reporting and monitor your family portfolio’s capital pools with relevant metrics.

Documents

Organise, tag and share documents securely across your family office’s entities, assets and accounts.

Automate your family office today

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GDPR-compliant and ISO 27001 certified

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