Pricing for family offices of all sizes

Asora pricing is tiered by the net worth under management, not by the number of users. Each tier includes the full platform — data aggregation, performance monitoring, accounting, private assets, documents, workflows, and the mobile app. Optional add-ons are available for additional investment accounts and for automated alternatives data ingestion via Canoe Intelligence.

Every Asora plan includes full access to all features — there is no feature gating by tier. This covers automated data aggregation, performance monitoring with time-weighted returns and IRR, accounting and tax tracking, private asset management, secure document storage, workflows and permissions, customisable reporting, and the iOS and Android mobile apps. You pay based on the size of your portfolio, not on which features you need.

No. Every Asora plan includes unlimited users on the platform at no additional cost. You can invite family members, advisors, trustees, accountants, and other stakeholders as needed, with role-based permissions that control what each user can view down to the entity, account, or asset level. There is no per-seat fee at any tier.

Yes. Asora charges a one-time implementation fee of 25% of your annual subscription, paid at the start of onboarding. This covers setup of your wealth structure, configuration of legal entities, custodian and bank connections, data validation, and dedicated onboarding support. Most family offices are live within four weeks; more complex multi-entity structures with multiple custodians may take longer.

Yes. Asora is hosted on enterprise-grade cloud infrastructure with end-to-end encryption for data at rest and in transit, multi-factor authentication, and role-based access controls. We are independently certified to ISO 27001 and fully GDPR-compliant. For families requiring additional isolation, the Private Cloud add-on stores your data on a dedicated, isolated server. Learn more about our security measures.

Asora connects to bank accounts, investment and custody accounts, and supports tracking of both liquid and illiquid assets — including private equity, real estate, hedge funds, direct investments, and other alternatives. We guarantee a connection with any bank or custodian that has an available data feed, and use Canoe Intelligence for automated ingestion of private fund statements. Manual entry is supported for assets without feeds.