Service Partners
Turn your practice into a technology-enabled family office consultancy
Deliver integrated reporting, governance, and visibility to family offices — powered by Asora.
Become a Service PartnerThe Opportunity
Most family offices are underserved by technology. That gap is your opportunity.
72%
of family offices are underinvested in technology
Deloitte 2024
3 in 4
family offices have no wealth aggregation platform
Campden 2025
57%
of family offices still rely on Excel for reporting
Simple 2025
What Asora Delivers
A complete family office platform you can wrap your services around.
Data aggregation from 10,000+ institutions
Automated portfolio feeds from custodians, banks, and financial institutions worldwide.
Private asset tracking and valuation
Track real estate, private equity, art, and other illiquid holdings alongside public markets.
Real-time performance monitoring
Live portfolio tracking with close-of-business valuations and performance attribution.
ISO 27001 certified, GDPR compliant
Enterprise-grade security and data protection for the most demanding family offices.
Live in 4 weeks or less
Fast onboarding with dedicated support to get your clients up and running quickly.
From €9,600 per year
Accessible pricing that makes it viable to serve smaller family offices profitably.
Why partner, not build?
AI can generate any software. But the hard part was never writing the code — it's aggregating data from 10,000+ financial institutions, maintaining custodian feeds, staying ISO 27001 certified, and keeping the platform current as regulations change.
That's what Asora does. You focus on the advisory relationship. We handle the technology infrastructure.
“Asora gives us complete visibility across every entity and asset class. It's transformed how we report to our families.”
Donald Campbell
Partner, Capstone Family Office
What's in it for your business
Build a scalable, technology-enabled practice around family offices.
New service lines
Offer technology-enabled family office reporting, governance, and visibility as a service.
Operational leverage
Serve more clients without proportional headcount growth. Automate the manual work.
Win more mandates
Differentiate your practice with live dashboards and integrated reporting that clients can see.
Client stickiness
Embedded technology deepens relationships and makes your advisory harder to replace.
Scalable practice
Build a repeatable model across multiple family offices using the same platform.
Referral income (20%)
Earn ongoing revenue for every family office you bring to the platform.
What Asora provides
Everything you need to sell, deliver, and grow your family office practice.
Sales Enablement
Pitch decks, demo environments, and collateral to help you close family office mandates.
Training & Certification
Structured onboarding and certification so your team can deliver with confidence.
Co-Marketing
Joint webinars, case studies, and content to build your profile in the family office space.
Dedicated Partner Manager
A single point of contact for support, deal registration, and strategic planning.
Build a technology-enabled family office practice with Asora
Join a growing network of advisors, consultants, and multi-family offices using Asora to deliver better outcomes for the families they serve.
Get StartedReady to become a Service Partner?
Schedule a call to learn how Asora can help you build a technology-enabled family office practice.
Schedule Demo