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Pricing for family offices of all sizes

Take control of your wealth today with an all-inclusive family office tool.

ISO 27001 certified
GDPR compliant

Select your assets tracked

30m 50m 100m 150m 200m 350m 500m 750m 1b
€113 million

For €100m-150m of assets tracked.

€1250/mo
annual contract
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Includes:

  • Access to all Asora features
  • Unlimited users on the platform
  • Unlimited bank account connections
  • 10 custodian accounts, more can be added

Optional Add-Ons

We offer optional add-ons to suit your wealth management plans

Additional custodian accounts

€250/mo Additional groups of 20 accounts

Alts data ingestion

€250/mo Automate data aggregation for private equity and hedge funds with Canoe Intelligence (up to 20 holdings)

Everything you get

Automate data aggregation, generate customised reports, and manage all assets in one place

DATA AUTOMATION

Connect your bank and investment accounts

Tired of logging into multiple portals to see liquid positions? Connect all of your bank and investment accounts to have everything in one secure, easy to access platform.

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PERFORMANCE MONITORING

Create customised performance reporting

Struggling to generate performance metrics in Excel? Create customised portfolios with dynamically updated daily time weighted returns, IRR and other metrics.

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ACCOUNTING

Track all your assets and investments

Complex family office structure making it hard to keep track of assets? Easily access accounting and tax information with Asora’s tranche lot accounting feature, streamlining your reporting processes and tracking investment assets’ book cost.

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PRIVATE ASSETS

Track private assets including property, private equity and collectibles

Struggle to track private assets across different entity structure? We realise wealth doesn’t just consist of bank and investment accounts. Asora captures and tracks any type of asset, from property to cars, from private company shares to fine wine, across complex entity structures to create a single source of truth for all wealth.

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DOCUMENTS

Secure central document vault

Frustrated trying to keep track of all of your documents? Streamline document management by linking them directly to assets, accounts and entities, adding personalised tags and securely sharing through platform.

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WORKFLOWS AND ALERTS

Centralised activity feed with alerts

Have way too many tasks to keep track of? Manage family office operations with Asora’s single point of view for the team, comprehensive data access permissioning, and pipeline tracking, and more, keeping your team on track with easy-to-use activity feed and task management tools.

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MOBILE

Access Asora, no matter where you are

Looking for information on the go? Get real-time portfolio performance, documents, and net worth with our intuitive interface. Stay updated with markets and insights, and enjoy on-demand access to wealth data. Our 2FA for web app access ensures seamless and secure management of family office operations.

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Customer Success Stories

“The security features and data protection were relevant in driving our decision-making process, and we are thoroughly impressed with the overall experience.”

Paul Bakker

Omnia Capital Partners

Read the Case Study

Frequently Asked Questions

What is the pricing based on?

The pricing is primarily based on net worth, with optional add-ons.  

What features do I get access to?

As an Asora user, you get access to all features. 

Do I need to pay for extra users?

No, pricing is not based on number of users. 

Is there a trial period?

Please note that we do not offer a trial period. We allow you to cancel for any reason within the first 3 months. Please note that after the first 3 months we employ a lock in for the initial term of the contract. 

Is my data safe on Asora?

Asora takes numerous measures to ensure utmost privacy and safety. We are ISO 27001 certified and GDPR-compliant. Users have an option to opt for the Private Cloud add-on, where all their data is stored on a single server. Learn more about our security measures.

What kind of accounts can I connect to?

With Asora, you can connect to both bank and investment accounts. We can connect with any banks that have data feeds available. 

Automate your family office today

Schedule Demo

GDPR-compliant and ISO 27001 certified

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