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.
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
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
–
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
FAQs
FAQs about Asora
Q
What is Asora?
A
Asora is a SaaS solution for single and multi-family offices.
Q
What does Asora do?
A
Asora provides data-driven asset and portfolio management, data aggregation, and consolidated reporting services for single and multi-family offices.
Q
How does Asora work?
A
Asora provides a one-stop solution platform for all the complex and tedious data aggregation and wealth management requirements for single and multi-family offices by automating data stream inputs and providing digital, on-demand, and customisable reporting both on the web and through their mobile app. Their platform is secured with state-of-the-art encryption and robust security protocols.
Q
How much does Asora cost?
A
Asora’s pricing structure varies per user, per data feed integration, and per feature.
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