Asora

Asora is a SAAS solution for single and multi-family offices to track and oversee assets, automating data capture and providing digital on-demand reporting on the web and mobile. Asora provides a single secure location for all the family’s data. The data is protected with always-on encryption and robust security protocols. Time-consuming manual handling of data and report creation are replaced with automated data feeds, comprehensive data cleansing and enrichment and digital on-demand reporting.

Close

Contact Asora

Enter your details and we will connect you.

Few more questions...

How soon would you ideally like a solution in place?

What type of family office are you?

What is your total AUM?

Where are you based?

What sets Asora apart?

We are on a mission to create the operating platform of choice for single and multi-family offices, embracing data and technology to help them more easily and effectively manage their assets.
Adam Cleland

Products and services

Get an overview of what this software does.

Main Tasks

  • Consolidated Reporting
  • Data Aggregation
  • Data
  • Governance
  • Portfolio Management

Top features

  • Digital Excellence
  • Ability to Whitelabel
  • Full Multi-Currency Support
  • Mobile App
  • Proven Agility
  • Visionary Purpose

Assets supported

  • Bankable or Financial Assets & Funds
  • Foreign Exchange
  • Lifestyle Assets & Rare Collectibles
  • Private Equity & Direct Investments
  • Real Estate

Compliance

  • GDPR

Whitelabel

  • Yes

Type Of Software

  • SAAS

Ecosystem

  • Microsoft

Integrations

  • MS Excel
  • Refinitiv
  • Morningstar
  • Factset

Mobile App

  • Yes

Type of data

Transaction level

Accuracy

Asora reconciles manager-confirmed holdings to transaction-calculated holdings. They also enhance data by calculating fields to provide additional fidelity e.g. calculating gross income from net income and tax withheld, by crosslinking transactions with cash settlement details that were not automatically provided. They also enrich data on assets from our Central Asset Database and where possible by independently sourcing pricing and FX rates.

Custodians

  • 15

Time to new custodian

  • 2 weeks

Multi-currency

  • Users can set multiple base currencies
  • Users can separate holding level gain/loss from currency gain/loss

Cost structure

  • Seat based (per named user)
  • Data based (per data feed integrated)
  • Feature based

Audited by

  • Grant Thornton
Asora

Category

Data Aggregation

Country

Ireland

Visit website

Adam Cleland

Key Company Info

Have a look at the company, clients, and references to learn whether this is a match for you.

Employees

  • 11-50

Founded

  • 2020

Ownership

  • Owned by management
  • Key staff also have ownership

Incorporated

  • Ireland

Locations

  • Dublin

Top markets

  • United Kingdom
  • Luxembourg
  • Ireland
  • Channel Islands (Jersey, Guernsey)

Focus

Single family offices

Serves also

  • Individual wealth owners
  • Single family offices
  • Multi-family offices

Number

Request References

Support & services

Learn what support and services you can expect

Support options

General contact mail or phone
Dedicated contact

Pricing of support

Free support
Based on SLA

Onboarding

1-2 weeks

Wondering how Asora compares to other companies?

We also reviewed some other Data Aggregation Providers

fincite

Fincite

Portfolio Management

Germany

Quantfol

Quantfolio

Consolidated Reporting

Norway

copia

Copia Wealth Studios

Portfolio Management

United States of America

Investment Management Software

Simcorp Coric

CRM

Denmark

Simple solutions for complex times.