Atalaya vs Asora

You are looking for alternatives to Atalaya. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.

Atalaya

Data Aggregation

Atalaya combines technology, data and intelligent analytics to help their clients preserve and grow their wealth. Atalaya complements the day-to-day activities of family offices without interfering with their normal operations, structuring data and applying analytical models to strengthen your family office. All in a secure environment, encrypted to the highest standards.

Asora

Data Aggregation

Denmark’s new entrant Asora securely connects and aggregates clients’ data to provide benchmarking, risk and performance reporting that is easy on the eye. Asora’s platforms allows it to track and monitor both private and liquid assets while the mobile app provides a compelling experience to the principals. Data coverage and quality is a cornerstone, and as an open platform Asora seamlessly integrates with other systems.

Employees

11-50

Revenue

Founded

2020

Ownership

External investors (neither clients nor staff)
Key staff also have ownership
Owned by management

Incorporated

Spain

Locations

Valencia

Top markets

Spain

Total AUM

Avg. AUM per client

11-50

–

2020

Owned by management
Key staff also have ownership

Ireland

Dublin

United Kingdom
Luxembourg
Ireland
Channel Islands (Jersey, Guernsey)

–

Client

Focus

Single family offices

Also serves

Individual wealth owners
Multi-family offices
Fund managers

Number

5 single family offices
3 funds manager

Single family offices

Individual wealth owners
Single family offices
Multi-family offices

–

Product

Main Tasks

Wealth asset structuring and management
Monitoring the entire asset portfolio
Qualified deal flow for venture funds
Data Aggregation
Governance
Portfolio Management

Top features

Detailed structuring of all asset-related data
Asset tracking and monitoring
Cashflow
Dealflow with automatically scoring new deals
Dataroom for storing all asset-related documentation
Organisation chart
Access control and permissions to increase security and control
Synchronization of bank accounts and assets
Detection of new investment opportunities
Global asset visualization
Compilation of insurance policies
Notifications
Portfolio management

Assets supported

Alternative investments incl. art & collectables, private equity, real estate and cryptocurrency
Bankable or financial assets & funds
Private equity & direct investments
Real estate
CSR

Compliance

Whitelabel

Yes

Consolidated Reporting
Data Aggregation
Data
Governance
Portfolio Management

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

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

GDPR

Technology

Type Of Software

SaaS

Ecosystem

Integrations

ERP integrations

Mobile App

SAAS

–

Microsoft

MS Excel
Refinitiv
Morningstar
Factset

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Atalaya vs Asora

You are looking for alternatives to Atalaya. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.

Atalaya

Category

Data Aggregation

Asora

Category

Data Aggregation

Company

Employees

Revenue

Founded

Ownership

Incorporated

Locations

Top markets

Total AUM

Avg. AUM per client

Client

Focus

Also serves

Number

Product

Main Tasks

Top features

Assets supported

Compliance

Whitelabel

Technology

Type Of Software

Ecosystem

Integrations

Mobile App