Asora’s software pricing is tailored to the needs of modern family offices. Every plan includes full platform access, unlimited users, and optional add-ons based on your setup.
ISO 27001 certified
GDPR compliant
Select your assets tracked
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EUR
USD
What’s included in every plan
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Access to all Asora features
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Unlimited users on the platform
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Unlimited bank account connections
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10 investment accounts, with the option to add more
Optional Add-Ons
We offer optional add-ons to suit your wealth management plans
Additional investment accounts
€250/mo Scale up by adding 20 extra investment accounts when neededAlts data ingestion
€250/mo Automate data aggregation for private equity and hedge funds with Canoe Intelligence (up to 20 holdings)Why use Asora
Reduce reporting time from days to under 10 minutes
Reduce files being sent via email by over 50%
Reduce up to 60% time spent gathering and reconciling data
Trusted by 100+ families across 15+ countries
What other family offices think of Asora
“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
“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
“The principal is highly demanding, and he’s delighted he can get direct access to the information he needs”
SFO
“No more quarterly reporting cycles, no more PDF reports – Asora has changed the way we run our wealth”
SFO
“I don’t have to rely on the manager’s performance numbers anymore as I can calculate my own”
UHNWI
“We now have a much more proactive relationship with our advisers, they know what is going on as it happens”
TRUST COMPANY
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.
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.
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.
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.
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.
WORKFLOWS
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.
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.
Asora Pricing: 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 an implementation fee?
Please note that we charge a one-time implementation fee of 25% of your annual rate.
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.
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