Features

Asora’s platform includes every feature a modern family office need.

Data Aggregation

Connect bank and investment accounts into one trusted source of truth

Performance Monitoring

Track portfolio performance with up-to-date data for better decisions

Improve accounting oversight with structured, reconciliation-ready data

Track private assets across entities, managers, and asset classes in one view

Store, tag, and link documents to your wealth data

Manage tasks and pipeline to keep family office operations on track

Access portfolios, documents, and insights securely from anywhere

Resources

COMPARE BLOG NEWSLETTER BEST FAMILY OFFICE
SOFTWARE

Data Aggregation

Connect bank and investment accounts into one trusted source of truth

Performance Monitoring

Track portfolio performance with up-to-date data for better decisions

Improve accounting oversight with structured, reconciliation-ready data

Track private assets across entities, managers, and asset classes in one view

Store, tag, and link documents to your wealth data

Manage tasks and pipeline to keep family office operations on track

Access portfolios, documents, and insights securely from anywhere

Resources

Practical insights for modern family offices

Best Family Office Software

Explore leading software for family offices

A curated roundup of insights for family offices

Compare family office software platforms

Data Aggregation

Connect Your Bank & Investment Accounts

Performance Monitoring

Create Customised Performance Reporting

Track All Assets And Investments

Track All Private Assets

Secure Central Document Vault

Centralised Activity Feed With Alerts

Access Asora On The Go

Resources

Insights, updates, and expert advice for family wealth management.

Practical insights for modern family offices

A curated roundup of insights for family offices

Best Family Office Software

Explore leading software for family offices

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Built by the Asora team: experts in family office operations and wealth tech. Last updated February 2026.

Product

Data Aggregation Performance Monitoring Accounting Private Assets Documents Workflows Mobile

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