Point vs Asora

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

Point

Category
Data Aggregation

Wealth and asset managers face challenges in organising and unlocking the value trapped in complex investment data. The Point Investment Data Intelligence (IDI) platform unlocks this value by streamlining data aggregation, analysis, reporting and sharing.

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asora

Asora

Category
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.

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Company
Employees

  • 0-10

Revenue

Founded

  • 2017

Ownership

  • Owned by management 
  • Key staff have ownership 
  • External investors

Incorporated

  • UK

Locations

  • UK

Top markets

  • UK 
  • Switzerland 
  • UAE 
  • USA

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, 
  • Multi-family offices, 
  • Private Banks, 
  • Wealth Consolidators

Secondary focus

  • Asset servicing companies, trusts,  
  • Investment & Financial Advisors (RIAs/IFAs)

Number of clients

  • 0 – 10


Single family offices


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


Product
Main Tasks

  • Data Aggregation 
  • Investment Book of Record (IBOR) 
  • Advanced Portfolio Analysis 
  • Consolidated Total Wealth Client Reporting 
  • Data Sharing & Integration

Top features

  • Data Aggregation & Reconciliation 
  • Independent Investment Book of Record (IBOR) 
  • AI Data Assistant
  • Consolidated Client Reporting
  • Custom Client Reporting
  • Multi-asset, Multi-Custodial, Multi-manager Total Wealth Analysis
  • Multi-geography & Multi-currency 
  • Open Data Sharing & Integration

Assets supported

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

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


  • Yes

Technology
Type Of Software

  • SAAS
  • Serviced Software

Security

  • Hosted on Azure 
  • Encrypted
  • Multi-factor Authentication

Ecosystem

Integrations

  • Custom: Point API Open Data Sharing Toolkit 
  • Expersoft PM1 
  • Orca 
  • Moneyinfo 
  • Investglass CRM

Mobile App

  • Yes (via integration partner)


  • SAAS



  • Microsoft


  • MS Excel
  • Refinitiv
  • Morningstar
  • Factset


  • Yes